How to automatically add line items in invoice?

[Kunal Oogorah]

Greetings, 

 

Your expert advice and solution would be greatly appreciated. 

 

Based on the Invoice Starter Solution, is it possible to have a script that will automatically add all products from a specific category into an invoice?Of course not everything in one line item but each product in its own line item? The trigger will be set by checking a check box. 

The process should also not duplicate the item if it already exists. 

 

Many thanks for your support. 

Kunal

[Fitch]

Yes, you could script some logic like:

1. get a list of product IDs for selected category
2. get a list of existing line item product IDs
3. use a custom function like AntiFilterValues to get the product IDs that don't already exist
4. Loop through the IDs to create the records

Does that make sense?

[Kunal Oogorah]

Thank you! it does make sense. I just need a pointer as to how to create the loop and creation of those record.

 

Edited November 20, 2015 by Kunal Oogorah

[Fitch]

Off the top of my head, assuming you have the product ID list and you're on the Invoice:

Set Variable[$invoiceID;Invoice ID]
Set Variable[$IDcount;ValueCount($idList)]
Set Variable[$i;0]
Go to Layout( some layout based on Invoice Data table )  // aka Line Items
Loop
 Set Variable[$i;$i+1]
 Exit Loop If[$i>$IDcount]
 New Record
 // hate their field names
 Set Field[PRODUCT ID MATCH FIELD; GetValue($idList;$i) ] 
 Set Field[INVOICE ID MATCH FIELD;$invoiceID]
End Loop
Go to Layout(original)

 

[Kunal Oogorah]

Thanks!!

[Kunal Oogorah]

How did you get the variable $idlist? IDlist would be the list of all items with category "X" right? How did you get this value?

[Kunal Oogorah]

Ok, I am really struggling with this. Can someone help me please??

[Fitch]

You said earlier you needed help with the loop (step 4). Now you're saying you need help with the whole thing.

I will help, but first tell me, how do YOU think you'd do it? What have you tried?