How to override the filter so that I can include my new doctype in reference_doctype

EdmundDelima · May 20, 2023, 6:16am

Hi, can somebody help me on this issue, I created a new doctype “Lot Reservation Entry” to manage and accept reservations. Now, i want to use the payment entry “Receive” to record payment on reservations. My question is, how can i include the new doctype “Lot Reservation Entry” so that payment entry can reference to this doctype, currently the standard doctype in filters are Sales Invoice, Sales Order, Journal Entry, Dunning. I wanted to include the Lot Reservation Entry in the filter. Is there a way to override the standard filter to include my new doctype? Thanks in advance.

NCP · May 20, 2023, 12:47pm

Hi @EdmundDelima,

Here, we share the code reference of the Payment Entry filter.

github.com

frappe/erpnext/blob/develop/erpnext/accounts/doctype/payment_entry/payment_entry.js#L108-L120


      
          		frm.set_query("reference_doctype", "references", function() {
          			if (frm.doc.party_type == "Customer") {
          				var doctypes = ["Sales Order", "Sales Invoice", "Journal Entry", "Dunning"];
          			} else if (frm.doc.party_type == "Supplier") {
          				var doctypes = ["Purchase Order", "Purchase Invoice", "Journal Entry"];
          			} else {
          				var doctypes = ["Journal Entry"];
          			}
          
          
			return {
          				filters: { "name": ["in", doctypes] }
          			};
          		});

I hope this helps.
Thank You!

EdmundDelima · May 22, 2023, 1:26am

Hi @NCP ,

Thank you for your help, it worked, the “Lot Reservation Entry” is now included in the list of options as shown in the photo “error message 1” however, there is a validation error message as shown in the photo “error message 2”, how can we override that validation error? Thanks in advance.

NCP · May 22, 2023, 4:32am

Hmm ,

Because by default doctype link with accounts so use can’t add another option.

Thank You!

EdmundDelima · May 22, 2023, 5:03am

oh okay so it is not possible?

NCP · May 22, 2023, 5:04am

perhaps, not possible.
if you change all account-related scenarios then possible, perhaps.

Thank You!