How to add custom field filter in Get Items button from Sales Invoice

james2020 · November 6, 2020, 2:36am

Hi All,

Is there anyone was done adding custom field filter in GetItems button from Sales Invoice?
My scenario is, I have a custom field or_no from Sales Order and We want to add that field in Get Items’ button during Invoicing in Sales Invoice. What we want to achieve during Invoicing is getting Items from Sales Order using GetItems button, include a or_no field to the list and filter to get all Sales Orders have a or_no to include in Sales Invoice.

Thanks

james2020 · November 6, 2020, 4:55pm

Hi, finally added or_no column and filter Get Items button from Sales Invoice to this scripts

./apps/erpnext/erpnext/accounts/doctype/sales_invoice/sales_invoice.js

    sales_order_btn: function() {
            var me = this;
            this.$sales_order_btn = this.frm.add_custom_button(__('Sales Order'),
                    function() {
                            erpnext.utils.map_current_doc({
                                    method: "erpnext.selling.doctype.sales_order.sales_order.make_sales_invoice",
                                    source_doctype: "Sales Order",
                                    target: me.frm,
                                    setters: {
                                            customer: me.frm.doc.customer || undefined,
                                    },
                                    get_query_filters: {
                                            docstatus: 1,
                                            status: ["not in", ["Closed", "On Hold"]],
                                            per_billed: ["<", 99.99],
                                            company: me.frm.doc.company
                                    }
                            })
                    }, __("Get items from"));
    },

    sales_order_btn: function() {
            var me = this;
            this.$sales_order_btn = this.frm.add_custom_button(__('Sales Order'),
                    function() {
                            erpnext.utils.map_current_doc({
                                    method: "erpnext.selling.doctype.sales_order.sales_order.make_sales_invoice",
                                    source_doctype: "Sales Order",
                                    target: me.frm,
                                    setters: [{
                                            fieldtype: 'Data',
                                            label: __('OR No'),
                                            fieldname: 'or_no',
                                    }],
                                            customer: me.frm.doc.customer || undefined,
                                    get_query_filters: {
                                            docstatus: 1,
                                            status: ["not in", ["Closed", "On Hold"]],
                                            per_billed: ["<", 99.99],
                                            company: me.frm.doc.company
                                    }
                            })
                    }, __("Get items from"));
    },

but the Customer column is disappeared, is there anything wrong with this scripts

Before:

After:

Goal:

Is it possible to override exiting functionality in ./apps/erpnext/erpnext/accounts/doctype/sales_invoice/sales_invoice.js much better.

thanks

james2020 · November 7, 2020, 1:59am

anyone can help on this, thanks

james2020 · November 7, 2020, 10:41am

sales_order_btn: function() {
        var me = this;
        this.$sales_order_btn = this.frm.add_custom_button(__('Sales Order'),
                function() {
                        erpnext.utils.map_current_doc({
                                method: "erpnext.selling.doctype.sales_order.sales_order.make_sales_invoice",
                                source_doctype: "Sales Order",
                                target: me.frm,
                                setters: {
                                        customer: me.frm.doc.customer || undefined,
                                        **or_no: me.frm.doc.or_no**
                                },
                                get_query_filters: {
                                        docstatus: 1,
                                        status: ["not in", ["Closed", "On Hold"]],
                                        per_billed: ["<", 99.99],
                                        company: me.frm.doc.company
                                }
                        })
                }, __("Get items from"));
},

Bhargav_N · February 17, 2024, 7:40am

Can you please suggest how make change in the code so that I get to select items instead of sales order with below as column

Item Name
Customer’s Purchase Order
Customer’s Purchase Order Date
Qty to Deliver
Delivery date

Also with custom filter field filter for Item Name and Item Code.
And can we do this in client script or server script ??

Thank You in advance.
erpnext v15