How to make "create" functionality? (like in Sales Order)

red1ight · January 10, 2021, 10:31am

In ERPNext there is a functionality where there is a button in the Sales Order that creates a Sales Invoice and make it inherit/copy values from it.

I want to make the same functionality for 2 other doctypes.
Note: the two doctypes are not submittable.

kennethsequeira · January 10, 2021, 12:29pm

You can create a custom button in js (or use the custom script option in-app to add the button) and define the next option.

Here are some references:

Custom button in js
Reference to the Sales Order to invoice code:

github.com

frappe/erpnext/blob/c7aecb814885aadad1ead8f8888ba99101f45815/erpnext/selling/doctype/sales_order/sales_order.js#L8


      
          // Copyright (c) 2015, Frappe Technologies Pvt. Ltd. and Contributors
          // License: GNU General Public License v3. See license.txt
          
          
{% include 'erpnext/selling/sales_common.js' %}
          
          
frappe.ui.form.on("Sales Order", {
          	setup: function(frm) {
          		frm.custom_make_buttons = {
          			'Delivery Note': 'Delivery Note',
          			'Pick List': 'Pick List',
          			'Sales Invoice': 'Sales Invoice',
          			'Material Request': 'Material Request',
          			'Purchase Order': 'Purchase Order',
          			'Project': 'Project',
          			'Payment Entry': "Payment",
          			'Work Order': "Work Order"
          		}
          		frm.add_fetch('customer', 'tax_id', 'tax_id');

This should get you started.

red1ight · January 11, 2021, 7:42am

Thank you. it helped a lot

phule00 · October 22, 2021, 8:39am

But to create this functionality and copy the values from it, you also have to create a custom function in the .py file, right?