Purchase Invoice Field Sets for Visualforce

Zumzum Financials Knowledge Base

Customise the fields your users see on Purchase Invoice pages.

Note: This is a beta release of a new feature and should be tested in a Sandbox, without Zumzum Financials multi currency or multi company enabled.

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

Purchase Invoice Field Sets

The header of the Purchase Invoice is referencing a field set called Required Fields Column 1. The field set has a number of fields marked as required. These fields are mandatory in order to create a Purchase 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 Purchase Invoice pages.

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

Go to Setup
Click on the Object Manager in Lightning
Search or navigate to the Purchase Invoice object
Select Field Sets from the menu on the left
Click on the Required Fields Column 1 to modify
Drag the field you wish to add to your purchase invoice column from the field palette at the top into your field set.
Remove any field you wish to hide from your purchase invoice header.
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)
Company	Lookup(Company)	N
Company Amount Paid	Number(16, 2)	N
Company Currency	Lookup(Currency)	N
Company To Corporate Rate	Number(8, 8)	N
Company Total Gross	Roll-Up Summary (SUM Purchase Invoice Line Item)	N
Company Total Net	Roll-Up Summary (SUM Purchase Invoice Line Item)	N
Company Total VAT	Roll-Up Summary (SUM Purchase Invoice Line Item)	N
Company Unpaid Amount	Formula (Number)	N
Contact	Lookup(Contact)	N
Corporate Currency	Lookup(Currency)	N
Created By	Lookup(User)	N
Custom Rate	Checkbox	N
Custom Rate Date	Date	N
Expense Sheet	Lookup(Expense Sheet)	N
External Reference	Text(50)	N
Foreign Amount Paid	Number(16, 2)	N
Foreign Currency Rate	Number(8, 8)	N
Foreign Total Gross	Roll-Up Summary (SUM Purchase Invoice Line Item)	N
Foreign Total Net	Roll-Up Summary (SUM Purchase Invoice Line Item)	N
Foreign Total VAT	Roll-Up Summary (SUM Purchase Invoice Line Item)	N
Foreign Unpaid Amount	Formula (Number)	N
Invoice Date	Date	Y
Invoice Due Date	Date	N
Last Modified By	Lookup(User)	N
Opportunity	Lookup(Opportunity)	N
Owner	Lookup(User,Group)	N
Paid	Text(1)	N
Paid Amount	Currency(16, 2)	N
PI Number	Text(80)	N
Purchase Order	Lookup(Purchase Order)	N
Settlement Discount	Percent(3, 2)	N
Settlement due days	Number(3, 0)	N
Status	Picklist	N
Supplier Account	Lookup(Account)	Y
Total Gross	Roll-Up Summary (SUM Purchase Invoice Line Item)	N
Total Net	Roll-Up Summary (SUM Purchase Invoice Line Item)	N
Total Paid Amount	Currency(16, 2)	N
Total Unpaid Amount	Formula (Currency)	N
Total VAT	Roll-Up Summary (SUM Purchase Invoice Line Item)	N
Transaction Currency	Lookup(Currency)	N
Type	Picklist	Y
Unpaid Amount	Formula (Currency)	N

Purchase Invoice Line Item Field Sets

The N/C and N/C Name fields are fixed to the location of the first two columns in the Line Items sub tab. You may modify the remainder of the fields to be displayed on the Line Items sub tab by customising the Required Fields field set on the Purchase Invoice Line Items object.

The fields for Dimensions are fixed to the Dimensions sub tab. In future releases we will plan to add field sets on the Dimensions sub tab.

To edit the fields displayed on the new and edit Purchase Invoice Line Items sub tab, please follow these steps;

Go to Setup
Click on the Object Manager in Lightning
Search or navigate to the Purchase Invoice Line Item object
Select Field Sets from the menu on the left
Click on the Required fields field set to modify
From the field palette at the top, drag the field you wish to add to your purchase invoice line item sub tab
Remove any field you wish to hide from your purchase invoice line item sub tab
Select Save to apply your changes.