Ideas for SalesPad Desktop

Pre-save script on invoices

Use case: we have a pre-save script to move an invoice to a certain batch based on criteria. If a new invoice is created, it will prompt to save before printing or closing, etc., and the script will run.

 

Problem: transferring an order to an invoice saves the invoice but does not run the pre-save script. This results an an invoice that can be printed, apply payment to, etc., and close without running the pre-save script. Even though the invoice saves if you add payment, it does not call the pre-save script.

We would like to be able to use the pre-save script on invoices. Whether it calls the script and never prompts to save, or if it prompts to save after applying payment or before printing, etc.

  • Guest
  • Sep 22 2015
  • Will not implement
  • Attach files
  • Admin
    Jacob Pegg commented
    19 Apr, 2017 06:09pm

    This would work if you put the pre-save script into workflow as a run script.  When you transfer an order to an invoice, the invoice will then be auto-forwarded through workflow which could then run the run script.