How to select Prepare Document Action on Invoice ?

[USER]

Hi,
We need to implement the following flow for manual sales invoices :
1- User 1 creates manually an invoice with Draft status (Default Status)
2- User 1 sets invoice status manually to "In Progress". When invoice is in draft status, document action available are Complete or Void.
3- User 2 select "In Progress" invoices and validates them one by one (Document Action = Complete)

Steps 1 and 3 are standard behaviours. But do you have any ideas to achieve step 2 ?
Thanks for your help,

[raouf]

Hi,

1. You can use a custom Invoice Window with filter DocStatus='IP', that you can list only Invoices with 'IP' Status and then you can validate them one by one.

2. You can create a new form that you list invoices by status parameter by default 'IP' after you select your invoices and you process a DocAction Complete.

Br,

Raouf

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[Victor Suárez]

Do you have tried with Workflow?

[USER]

Hi,
The description of my requirement was maybe not clear enough :
We want to manually set invoice status to "In Progress". To do this we click on Document Action button. But when an invoice is draft status only possible choice in action list is "Complete" and "Void". However the "Prepare" action that will set Invoice to "In Progress" is defined in standard "Process Invoice" workflow. Any idea ?
Regards

[Anozi Mada]

You have to create a new Invoice model class that implements DocOptions interface if you want to manipulate the valid actions.

I don't really know about your use case but another approach is to just use workflow approval. So User 1 create and complete the Invoice, but the workflow will be suspended for approval, and the doc status will be In Progress. Then User 2 validate the Invoice by approving the document and the status will automatically change to completed and the facts will be posted.

Regards,
Anozi Mada

[raouf]

Hi,

another idea, look at org.compiere.process.DocumentEngine class and you can add your use case on getValidActions method

example :

/********************
 *  Invoice
 */
else if (AD_Table_ID == MInvoice.Table_ID)
    {
        if (docStatus.equals(DocumentEngine.STATUS_Drafted)
            || docStatus.equals(DocumentEngine.STATUS_Invalid))
        {
            options[index++] = DocumentEngine.ACTION_Prepare;
        }       
        //    Complete                    ..  CO
        else if (docStatus.equals(DocumentEngine.STATUS_Completed))
            {
                if (periodOpen) {
                    options[index++] = DocumentEngine.ACTION_Reverse_Correct;
                }
                options[index++] = DocumentEngine.ACTION_Reverse_Accrual;
            }
    }

BR,

Raouf

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[USER]

Thanks,
I'll have a look at this.
Regards

[virat varma]

    Hi,

How do i change Document Action.

    How do i add reactive,void to Document Action

Could any plz help me

    

 

[Carlos Antonio Ruiz Gomez]

You can find a solution at IDEMPIERE-3599

Regards,

Carlos Ruiz

[virat varma]

Hi,

How can i get Void & Reactive in Requisition Dialog Box.

Could u plz give me the Instructions.

Thanks&Regards

[Carlos Antonio Ruiz Gómez]

Hi Virat, I already answered above

Please stop cross-posting the same question in many threads - if you have issues implementing the suggested solution, better be specific about the problem you're finding.

Regards,

Carlos Ruiz

[virat varma]

Any one please help me.

How to resolve the Issue.

Jun 13, 2018 9:44:38 AM org.compiere.process.SvrProcess process

SEVERE: ERROR: syntax error at or near "CHAR"

  Position: 59 - ALTER TABLE C_ContactActivity ADD Schedule Meeting CHAR(20) DEFAULT NULL 

UserError: ERROR: syntax error at or near "CHAR"

  Position: 59 - ALTER TABLE C_ContactActivity ADD Schedule Meeting CHAR(20) DEFAULT NULL 

at org.compiere.process.ColumnSync.doIt(ColumnSync.java:167)

at org.compiere.process.SvrProcess.process(SvrProcess.java:201)

at org.compiere.process.SvrProcess.startProcess(SvrProcess.java:147)

at org.adempiere.util.ProcessUtil.startJavaProcess(ProcessUtil.java:172)

at org.compiere.apps.AbstractProcessCtl.startProcess(AbstractProcessCtl.java:466)

at org.compiere.apps.AbstractProcessCtl.run(AbstractProcessCtl.java:234)

at org.adempiere.webui.apps.WProcessCtl.process(WProcessCtl.java:197)

at org.adempiere.webui.apps.AbstractProcessDialog$ProcessDialogRunnable.doRun(AbstractProcessDialog.java:1083)

at org.adempiere.util.ContextRunnable.run(ContextRunnable.java:38)

at org.adempiere.webui.apps.DesktopRunnable.run(DesktopRunnable.java:40)

at java.util.concurrent.Executors$RunnableAdapter.call(Unknown Source)

at java.util.concurrent.FutureTask.run(Unknown Source)

at java.util.concurrent.ScheduledThreadPoolExecutor$ScheduledFutureTask.access$201(Unknown Source)

at java.util.concurrent.ScheduledThreadPoolExecutor$ScheduledFutureTask.run(Unknown Source)

at java.util.concurrent.ThreadPoolExecutor.runWorker(Unknown Source)

at java.util.concurrent.ThreadPoolExecutor$Worker.run(Unknown Source)

at java.lang.Thread.run(Unknown Source)

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Hi,

Thanks&Regards

[Orlando Curieles]

The system element can't contain blank spaces, use the element name Schedule_Meeting

 Regards

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Hi,

Thanks&Regards

[virat varma]

Hi,

Thanks for Your Reply

I create a column in C_ContactActivity and also created a Report & Process for it.

Finally i add to Activity Tab. 

But in the tab field not displaying.

Could you please help me.

Thanks&Regards