Order field on sales invoice form

Works well.


I bet you forgot to add the code for the custom field after {% for field in fields %}?


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Thanks @Mark
Nobody mentioned to do like the same which you are showing now.
Whatever @lubos mentioned i did the same.
Now i will add codes in custom theme and check.

I asked you if you followed all steps indicated in the corresponding guide and you said yes but it seems you really didn’t read it well because you forgot the 1st part of the guide. :wink:

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@AlFalahAccounting, you must also accept responsibility for performance of your own custom themes. The developer cannot anticipate changes you might introduce to a theme. Nor can he be responsible for changing your themes when new features are added.

This was addressed in the June 2022 issue of the newsletter that came out 10 days ago. If you have not subscribed, you should.

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I disagree. I have never understood why Manager uses a generic term like Reference. The field should be clearly defined as to what it’s use is especially as when linked with other forms, it then is clearly defined. For example when you copy a sales order to a sales invoice that reference on the sales order becomes order no on the sales invoice. So why not just call it order number on the sales order.

In the long run it actually prevents people from using the wrong references from day one. For example many years ago when I started using Manager, I was using my own purchase invoice numbers not the suppliers invoice number. So I had to waste a lot of time correcting that when I discovered why I needed the suppliers invoice numbers.

What alternatives are there? Id, Name, Number?

They all are generic but fail in some respects that “Reference” doesn’t. For example, number assumes no letters are used while id assumes uniqueness.

Anyway, if what you mean by specificity is adding the form name before “reference” or whatever equivalent to that then that would be redundant since the form name already appears at less for times:

  1. In the title bar
  2. Highlighted in the active tab
  3. In the breadcrumbs
  4. In the form title

Therefore I don’t think anyone would mistake reference of an invoice with that of a receipt.

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In essence there is use of only 2 numbers.

  • The first is dealing with a Business own references. It helps to track all that a business does from quotes, orders, invoices payments, inventory, assets, and receipts, etc.

  • The other with the Suppliers, Customer and Other references. This should be inputted wherever they provided you with a reference or you can choose your own for each supplier and customer.

@Ealfardan is right to pint out that the “type” be it a form, a screen etc is sufficient to avoid mistakes. However, I would recommend to consider using Our reference for all references related to the business and Your reference for all customers and suppliers and other.

I don’t mean no specifically when I same order number. Most people say order number even when the order reference includes letters, not just numbers.

You can simply state order reference instead. I am more concerned with what reference you use - i.e. supplier reference, client reference etc. Not the specific format of the reference.

This is exactly what I mean. Defining “ours” or “yours” to make it more clear what reference should be put into the reference field. The initial form being used obviously defines what reference it is - but not whose reference. So ya, an Our Reference or Your Reference would work. However, I would still prefer Our Order Reference so that it is consistent with the name on other forms that are linked.

For example on my sales order, I have Reference and on my Sales invoiced linked to that Sales Order I have Order Number. So the two names are not consistent - which I would like them to be and second it is not clear whether the reference is my reference or my client’s reference. So “Your Order Reference” would work on both forms - clearly defining an order reference on the sales invoice and that it is the customer’s reference that is being used.

Not all references relate to orders and also the screen real estate too much.

Yes I know that. I am using sales orders and sales invoices as an example. But any form that is copied to a new form like quote to invoice etc carries across the reference fields but the name of the fields change.

A post was split to a new topic: Custom field on customer statement

I have used the order number /reference field in all bookkeeping systems since I started using MYOB and similar platforms 20 years ago. The unexpected loss of this field is frustrating and a waste of time to have to add in a custom field and modify themes to display it in the correct location, when it was working fine for those of us using it. And then we have to do a bulk update ourselves to fix something we didn’t break (the data split between two columns)?

And this is still not a perfect solution, because all custom fields now appear down the bottom of the sales invoice, and not right next to the invoice number, where it used to be, breaking our workflows.

I get that this field was confusing for some. OK, but how about finding a solution that meets EVERYONE’S needs, not just some? Instead we’ve created confusion, extra work and broken processes for some users to benefit others? That doesn’t seem like the Manager way…

To address the loss of functionality, I would like to see either:

  1. An option to keep using the order number field as it previously existed, IF we choose to (with the option to hide or rename if desired for others who find it confusing) OR
  2. The ability to choose where custom fields show up in our EDIT forms, instead of all being lumped at the bottom, so we can at least preserve our workflows (but we’d still have to do the custom field/modify theme/bulk update) OR
  3. The ability to overwrite the remaining order number field with a manual value, and not be forced to have a linked sales order in order to enter a value into this field

Please take into consideration the difficulties that this change has caused some of your users.




#2 is already possible just by checking a box when you define the custom field. No custom theme is necessary.

No, that’s only on the view form, not the edit form. On the edit form, the input field for the custom field is still lumped at the bottom of the form, with all the other custom fields.

I need the input field moved to the top of the edit form, not the displayed field moved on the view version of the field.

And besides, if you use a custom theme, this checkbox doesn’t work to move the field up to the top on the printed/view version anyway, so it does require custom code to move it in the view form.

No one can change the layout of Edit screens except to change the order of custom fields within their frame.

Yes, I know, which makes the “custom field” solution to this problem unworkable, because you can’t put it back where the old order number field was, breaking workflows.

Therefore, my suggestion in #2 was to allow for this ability, to address the issues that the removal of this field has caused. I will edit it to make that even clearer.

Are there plans to enforce the built-in order numbers to have to correspond to a sales order? As in, will it break things if I leave order numbers for old invoices where they are and use a custom field for new invoices?

Or better yet, can I keep adding order numbers through batch operations? I use the order number field to refer to the order number in my webshop and create new invoices for them by using Batch Create. I’m assuming that as long as the program doesn’t enforce order number fields being linked to sales orders, it should be no problem to keep using this same field during Batch Create processes. But if there are plans to make the field only work with sales orders that are defined within manager.io, then I’m going to have to Batch Update a couple of thousand invoices to use a custom field (which I’d rather not for obvious reasons).

No, that will not break anything. That was the developer’s plan.

Try it and let us know if that works. (It’s a lot of effort to run that experiment in a test business.)

It works, I already tried it before posting :sweat_smile:
My question was more if this functionality is planned to go away, but I guess not (in the near future) if the old invoices are going to be able to keep not-linked order numbers.