Custom Script to update custom field value based on status value from Sales Invoice

Frappe Framework Customization
1

Hi Hello All,

I applied this custom script to the doctype “Quotation”

cur_frm.add_fetch("sales_invoice","status","payment_status")

My goal is to get the value of status field from “Sales Invoice” the value (Unpaid , Paid) and update to my “payment_status” custom field in the quotation.

I created the custom fields in “Quotation” doctypes.

However, it’s not working. What am I missing?

thanks

2

sales_invoice is not a field from quotation, do you create it? If you do, is it a Link field?

3

Thanks Nahuel_Nso
sales_invoice is doctype it is not a field, what i want to to achieve is to fetch the current value of status field from Sales Invoice doctype and set to the payment_field value in the Quotation doctype. My goal is to add Payment Status column in the Quotation list with the current value of status field from Sales Invoice doctype

4

The format of the add_fetch function is this:

cur_frm.add_fetch("<LINK_FIELD>", "<FIELD_IN_OTHER_DOCTYPE>", "<RESULT_FIELD>")

So, you need have almost every part correct, you just need a link to the sales invoice in the first argument. Does quotation have a link field for sales invoice? If yes, you should put the fieldname there.

5

You mean Sir, the payment_status field type from the Quotation doctype is link? and in the Option I will put Sales Invoice? Can you please guide me the step what need to be done. Thanks

6

Well, as I can see, there is no reference to the Sales Invoice in the Quotation DocType, so, you have to make a field in quotation that will contain the reference to the Sales Invoice, and then, your code will look like this:

cur_frm.add_fetch("<NEW_FIELD_NAME>", "status", "payment_status")
7

Im confuse to the <LINK_FIELD> is this a Sales Invoice doctype?

8

This is the documentation for Link Fields:
https://erpnext.com/docs/user/manual/en/customize-erpnext/articles/creating-custom-link-field

9

So, From the Quotation doctype i will make a fieldame could Invoice Quote field type is link and Option Sales Invoice is this what you mean sir?

10

I think it is, yes.

11

Thank you so much sir, really appreciate your time and help

12

Is not working sir, I tried the configuration below, I don’t know what I am missing for my config. Honestly I don’t know the doctype name of Sales Invoice is right

Sales-Statusquotation
Sales-Statusquotation762×1074 35.1 KB

13

You can try this:
To the payment_status field, add this to the field “Fetch From”:

cus_sales_invoice.status
14

Same not working sir, is my Sales Invoice doctor is correct?

15

Has anyone achieved this ? I would like to do it as well.