Custom Notiifcation for erpnext

ERPNext
1

I want to send notification to accounts manager just an example if for a month there are no purchase invoice is created

2

:white_check_mark: Here’s a step-by-step example using Python:

1.Create a scheduled custom script (hook it monthly)
Add this in your custom app’s hooks.py:

scheduler_events = {
    "monthly": [
        "your_app_path.your_module.notify_if_no_purchase_invoice"
    ]
}

2.Create the Python method in your app** (e.g. your_module.py):

import frappe
from frappe.utils import nowdate, get_first_day, get_last_day

def notify_if_no_purchase_invoice():
    today = nowdate()
    month_start = get_first_day(today)
    month_end = get_last_day(today)

    # Check if there are any purchase invoices this month
    purchase_invoices = frappe.get_all("Purchase Invoice", filters={
        "posting_date": ["between", [month_start, month_end]],
        "docstatus": 1  # Submitted
    })

    if not purchase_invoices:
        # Get email of the Accounts Manager (role-based or hardcoded)
        accounts_manager_email = get_accounts_manager_email()
        
        if accounts_manager_email:
            frappe.sendmail(
                recipients=[accounts_manager_email],
                subject="No Purchase Invoices Created This Month",
                message=f"No Purchase Invoices have been created for the month starting {month_start}. Please review the records."
            )

def get_accounts_manager_email():
    # Option 1: If you have a specific user
    user = frappe.get_all("User", filters={"roles.role": "Accounts Manager"}, fields=["email"])
    return user[0]["email"] if user else None

:bulb: Tips:

  • You can modify the message or filter logic (e.g., company-specific invoices).
  • Make sure your scheduler is enabled: bench --site yoursite enable-scheduler.
  • You can also create this logic as a server script (type: Scheduled) if you don’t want to create a full custom app.
3

Perfect! If you want to do it without a script, you can still achieve this in ERPNext using the built-in tools like:

:white_check_mark: Option: Auto Email Report + Report View

Goal: Send a report every month — if there no Purchase Invoices, the report will be empty, acting as a warning.

Steps:

  1. Go to:
    Accounts > Reports > Purchase Invoice

  2. Click “Menu” > “Save Report”

    • Name: Monthly Purchase Invoices
    • Add a filter for:
      • Posting Date → “This Month”
    • Save it.

  3. Go to:
    Settings > Auto Email Report

  4. Click “New” and fill:

    • Report: Monthly Purchase Invoices
    • Email To: Accounts Manager’s email
    • Frequency: Monthly
    • Format: HTML / Excel (your choice)
    • Enable the checkbox: Send if report is blank

  5. Save and it’s done!

:mailbox_with_mail: Result:

Each month, ERPNext will check the report.

  • If there are invoices, the manager sees them.
  • If none, the email will still send — and the empty table alerts them to take action.

Would you like me to help you name the saved report and configure filters more specifically (e.g., by company or status)?