Sales Invoice Field Sets for Visualforce

Zumzum Financials Knowledge Base

Customise the fields your users see on Sales Invoice pages.

The Zumzum Financials Sales Invoice page is built in Visualforce and now has the added benefits of Field Sets. Learn more about Salesforce Field Sets here.

Sales Invoice Field Sets

You have two location on the Sales Invoice header where field sets are implemented. The header is split into two columns and each column has a field set associated with it called Required Fields Column 1 and Required Fields Column 2.

Each field set has a number of fields marked as required. These fields are mandatory in order to create a Sales Invoice record correctly. Other fields you may add and remove to the relevant field set and show those to your users on the new and edit Sales Invoice pages.

To edit the fields displayed on the new and edit Sales Invoice pages, please follow these steps;

Go to Setup
Click on the Object Manager in Lightning
Search or navigate to the Sales Invoice object
Select Field Sets from the menu on the left
Click on the name of the Field Set you wish to modify
Drag the field you wish to add to your sales invoice column from the field palette at the top into your field set.
Remove any field you wish to hide from your sales invoice column.
Select Save to apply your changes.

Please ensure your users have the necessary permissions to your new fields.

Here is a table of all the fields that are required to be included in the Field Set:

Name	Type	Required In Field Set (Y/N)
Case	Lookup(Case)	N
Comments	Long Text Area(32000)	N
Company	Lookup(Company)	N
Company Amount Paid	Number	N
Company Currency	Lookup(Currency)	N
Company To Corporate Rate	Number(8, 8)	N
Company Total Gross	Roll-Up Summary (SUM Sales Invoice Line Item)	N
Company Total Net	Roll-Up Summary (SUM Sales Invoice Line Item)	N
Company Total Vat	Roll-Up Summary (SUM Sales Invoice Line Item)	N
Company Unpaid Amount	Formula (Number)	N
Contact	Lookup(Contact)	N
Corporate Currency	Lookup(Currency)	N
Credit Control Status	Picklist	N
Custom Rate	Date	N
Custom Rate Date	Text Area(255)	N
Custom Sales Invoice Template Field 1	Lookup(Account)	N
Customer Account	Text(255)	Y
Customer Order No	Number(16, 2)	N
Foreign Amount Paid	Number(8, 8)	N
Foreign Currency Rate	Roll-Up Summary (SUM Sales Invoice Line Item)	N
Foreign Total Gross	Roll-Up Summary (SUM Sales Invoice Line Item)	N
Foreign Total Net	Roll-Up Summary (SUM Sales Invoice Line Item)	N
Foreign Total VAT	Formula (Number)	N
Foreign Unpaid Amount	Picklist	N
Format Type	Picklist	N
Invoice Date	Date	N
Invoice Due Date	Lookup(Document Template)	N
Invoice Template	Lookup(User)	N
Opportunity	Formula (Checkbox)	N
Overdue	Lookup(User,Group)	N
Owner	Text(1)	N
Paid	Currency(16, 2)	N
Paid Amount	Lookup(Quote)	N
Quote Name	Formula (Number)	N
Report Company Total Net	Formula (Number)	N
Report Foreign Total Net	Formula (Currency)	N
Report Total Net	Lookup(Sales Invoice Plan)	N
Sales Invoice Plan	Lookup(Sales Invoice)	N
Sales Invoice to Credit	Lookup(Sales Order)	N
Sales Order	Picklist	N
Sales Person	Lookup(Scheduled Sales Invoice)	N
Scheduled Sales Invoice	Percent(3, 2)	N
Settlement Discount	Percent(3, 2)	N
Settlement Due Days	Text(80)	N
SI Number	Checkbox	N
SI Paid Amount Test	Text(50)	N
SOP Number	Picklist	N
Status	Picklist	N
Total Gross	Roll-Up Summary (SUM Sales Invoice Line Item)	N
Total Net	Roll-Up Summary (SUM Sales Invoice Line Item)	N
Total Paid Amount	Currency(16, 2)	N
Total Unpaid Amount	Formula (Currency)	N
Total VAT	Roll-Up Summary (SUM Sales Invoice Line Item)	N
Transaction Currency	Lookup(Currency)	N
Type	Picklist	N
Unpaid Amount	Formula (Currency)	N

Name	Type	Required In Field Set (Y/N)
Case	Lookup(Case)	N
Comments	Long Text Area(32000)	N
Company	Lookup(Company)	N
Company Amount Paid	Number	N
Company Currency	Lookup(Currency)	N
Company To Corporate Rate	Number(8, 8)	N
Company Total Gross	Roll-Up Summary (SUM Sales Invoice Line Item)	N
Company Total Net	Roll-Up Summary (SUM Sales Invoice Line Item)	N
Company Total Vat	Roll-Up Summary (SUM Sales Invoice Line Item)	N
Company Unpaid Amount	Formula (Number)	N
Contact	Lookup(Contact)	N
Corporate Currency	Lookup(Currency)	N
Custom Rate	Date	N
Custom Rate Date	Text Area(255)	N
Custom Sales Invoice Template Field 1	Lookup(Account)	N
Customer Account	Text(255)	N
Customer Order No	Number(16, 2)	N
Foreign Amount Paid	Number(8, 8)	N
Foreign Currency Rate	Roll-Up Summary (SUM Sales Invoice Line Item)	N
Foreign Total Gross	Roll-Up Summary (SUM Sales Invoice Line Item)	N
Foreign Total Net	Roll-Up Summary (SUM Sales Invoice Line Item)	N
Foreign Total VAT	Formula (Number)	N
Foreign Unpaid Amount	Picklist	N
Format Type	Picklist	N
Invoice Date	Date	Y
Invoice Due Date	Lookup(Document Template)	Y
Invoice Template	Lookup(User)	N
Opportunity	Formula (Checkbox)	N
Overdue	Lookup(User,Group)	N
Owner	Text(1)	N
Paid	Currency(16, 2)	N
Paid Amount	Lookup(Quote)	N
Quote Name	Formula (Number)	N
Report Company Total Net	Formula (Number)	N
Report Foreign Total Net	Formula (Currency)	N
Report Total Net	Lookup(Sales Invoice Plan)	N
Sales Invoice Plan	Lookup(Sales Invoice)	N
Sales Invoice to Credit	Lookup(Sales Invoice)	N
Sales Order	Picklist	N
Sales Person	Lookup(Scheduled Sales Invoice)	N
Scheduled Sales Invoice	Percent(3, 2)	N
Settlement Discount	Percent(3, 2)	N
Settlement Due Days	Text(80)	N
SI Number	Checkbox	N
SI Paid Amount Test	Text(50)	N
SOP Number	Picklist	N
Status	Picklist	N
Total Gross	Roll-Up Summary (SUM Sales Invoice Line Item)	N
Total Net	Roll-Up Summary (SUM Sales Invoice Line Item)	N
Total Paid Amount	Currency(16, 2)	N
Total Unpaid Amount	Formula (Currency)	N
Total VAT	Roll-Up Summary (SUM Sales Invoice Line Item)	N
Transaction Currency	Lookup(Currency)	N
Type	Picklist	Y
Unpaid Amount	Formula (Currency)	N

Sales Invoice Line Item Field Sets

Although there are two field sets in the Sales Invoice Line Items object, the Line Items sub tab on the Sales Invoice page is utilising a field set while the Dimensions sub tab is not. In future releases we will plan to add field sets on the Dimensions sub tab.