Moving field between doc types

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1

Dear, Good Day

Now we have created a new custom text field in our quotation that allows us to add a special note to our quotes to customers. Now, while we are creating a sales order for our quotation, we want to move this custom text field to show in our sales order as well, how to do so?

2

use Automatic Mapping, you simply need to ensure the field exists in both documents with the exact same internal name.

  1. Identify the Fieldname: Go to Customize Form > Quotation. Note the value in the Fieldname column for your custom note (e.g., custom_special_note).

  2. Duplicate in Sales Order: Go to Customize Form > Sales Order.

  3. Add Row: Create a new field with the exact same Fieldname and Field Type as the one in the Quotation.

  4. Save: Click Update.

Now, whenever you click Create > Sales Order from a Quotation, ERPNext will automatically carry that text over.

3

Thanks @Rahul2690 , i followed your steps, but i don’t have the option to set the field name. Once created it gets an automatic name, which I’m not able to change it???

4

You can change the field name after creating it by going to DocType Custom Field, selecting the field you want to change, and then clicking the Rename Field Name button.

1 Like
5

Hi,

You can use the “Fetch From” option on Sales order to fetch data automatically from Quotation custom field.

Check this Documentation: Fetch a Field Value from a Document into a Transaction

Thanks,

Divyesh Mangroliya

6

One thing that tripped me up before was forgetting to match the field options exactly, not just the field name. If the type or options differ even a bit, the value won’t carry over and it can look like ERPNext is ignoring you. I also like adding a quick fetch on the Sales Order side while testing so I can see right away if the field is behaving as expected.

7

One thing that tripped me up before was forgetting to match the field options exactly, not just the field name. If the type or options differ even a bit, the value won’t carry over and it can look like ERPNext is ignoring you. I also like adding a quick fetch on the Sales Order side while testing so I can see right away if the field is behaving as expected.

8

One thing that tripped me up before was forgetting to match the field options exactly, not just the field name. If the type or options differ even a bit, the value won’t carry over and it can look like ERPNext is ignoring you. I also like adding a quick fetch on the Sales Order side while testing so I can see right away if the field is behaving as expected.

9

One thing that tripped me up before was forgetting to match the field options exactly, not just the field name. If the type or options differ even a bit, the value won’t carry over and it can look like ERPNext is ignoring you. I also like adding a quick fetch on the Sales Order side while testing so I can see right away if the field is behaving as expected.