Hey guys,
i have a bit tricky workflow to implement which in ERPNext i have nearly completed (after testing many other CRM/ERP), but one thing is missing. Maybe you could me:-) Here is the part of the workflow which is not complete:
- Customers shall get recurring invoices with two different fixed product items in it
- The quantity of the products shall be taken from two custom fields of the customer and updated before each recurring invoice
- One of the custom fields is a calculation of the other custom field
- The custom fields are ready and named “Konzessionen” and “Stimmen”, where “Stimmen” is calculated via a math.ceil function of “Konzessionen”
- The generated invoices should be saved as drafts and then manually submitted and automatically sent via E-Mail
I have everything working, the only thing i don´t get is how to populate the value of “Konzessionen” as the quantity of Product Item A and “Stimmen” as the quantity of the Product item B. Or put differently: how can i pull the values of that custom fields in “Customer” into the “Quantity” fields in an invoice?
Anybody with a hint for me?:- )
All the best and thanks a lot for reading
Maik