How can we display important document information in a screen before adding it in SAP Business One?

[pressfit]

My question is regarding SAP Business One. When a user is entering a document, like AP Invoice, we want to show the user some information about the document before they finalize it. For e.g., we want to show:

1. Vendor Ref. No.
2. Document Date
3. Vendor TaxId0 (PCH12.TaxID0)
4. Vendor GSTIN (PCH12.BpGSTN)
5. DocTotal
6. Location (PCH1.Location - first row)
7. E-Way Bill No. (OPCH.U_EWB)
8. WTax Code, Percentage, Amount

It is a mix of header fields, row fields, and backend fields.

We want to show this to the user so they can review these critical details quickly right before adding the document. Most cancellations happen because one of these details are incorrectly entered by a user.

A system information window with these details is desirable. We are able to show the details which are present on the current screen but not the header/backend fields. Are we missing something? How can we achieve this in an add-on?

[ManishPant]

Hi,

You can achieve this by opening a separate form. In this new form, you can transfer the relevant values from the current form for user review.

Start by creating a User-Defined Field (UDF) on the Invoice, such as U_Confirm, along with a custom button labeled "Verify". Prevent the user from adding the document until they have clicked this "Verify" button.

When the user clicks "Verify", a new screen will open, displaying the necessary details from the original form. You can retrieve the information for the new screen either from the user interface controls or from the DBDataSource.

On this new screen, once the user reviews the information and clicks "Confirm", update the U_Confirm field in the Invoice to 'Y'. After this confirmation, the user will be allowed to add the document.

Thanks.

Manish