Completing the process

The IVP Create New Invoice process can't really do much so far. One reason is that the invoice has relationships to a supplier, an account, a case, and orders. Plus, we had no data management capabilities.

This situation has improved, so let's add more data to the invoice.

Modifying the Create Invoice interface

I will walk you through replacing the simple Integer fields that refer to another data entity with RECORD PICKER fields, which allow the user to search and select existing records of a specific type:

1. Open the IVP_F_CreateInvoice interface:

Figure 10.39 – The simple number fields to replace

2. Search in the COMPONENTS palette and add a RECORD PICKER field just below the Account Id field:

Figure 10.40 – Adding a RECORD PICKER field

3. Name the field Account and complete the configuration as follows:

Figure 10.41 – The...