Automatically Fetch Customer GST Number in Quotation

Frappe Cloud
,
1

I have customized the Quotation Doctype by adding a field for the Customer GST Number. Additionally, I have customized the Customer Doctype and added a GST Number field to store this information.

Now, I want the GST Number to be automatically fetched in the Quotation when I select a Customer. How can I achieve this?

Any guidance examples would be greatly appreciated!

Thanks in advance.

2

You can use fetch from option.

  1. Go to Quotation customize it and select gst field and there is a a option fetch from here select doctype as Customer and select gst_number in select field then save

like this

image
image661×690 34.9 KB

1 Like
3

Thank you for reply
as I tryed to use fetch from in that the Customer doctype is not their

I have also tryed the different way as using defalt and option but it is also not working

4

In Quotation Customer field is there . Can you plz share screenshots

5

image
image1497×920 66 KB

6 
	


def set_gst_number(self):
		if self.party_name and self.quotation_to == "Customer":
			self.gst_number= frappe.db.get_value("Customer", self.party_name, "gst_number")

You can use this code to set gst_number. Same like customer name in quotation.

7

no i can’t write the code because it’s on the cloud and it is the shared cloud

8

image
image1656×615 39.5 KB

then enable server script and add this code in server script doctype

9

it’s a sharable cloud and in shared cloud not allow to enable script

you can go through the follwing link for more information

https://frappecloud.com/docs/enable-server-script

10 

frappe.ui.form.on('Quotation', {
    refresh(frm) {
        set_gst_number(frm);
    }
});

function set_gst_number(frm) {
    if (frm.doc.party_name && frm.doc.quotation_to === "Customer") {
        frappe.db.get_doc("Customer", frm.doc.party_name)
            .then(customer => {
                frm.set_value("custom_gst_number", customer.custom_gst_number);
            })
            .catch(err => {
                console.error("Error fetching customer:", err);
            });
    }
}

if possible use client script then

11

Thank you it is a good idea to use client script for cloud