Notification SMS integeration Settlement Status changed

ERPNext Accounting
1

I need To send SMS for the Respective Customer once the Settlement status has changed to Approved.In Settlement Doctype there is a Customer Field but Customer mobile number is not in settlement doctype but the mobile number is on contact doctype.how can i send sms to that customer once the status changes approved in settlement

2

Create a hidden field in Settlement doctype and pull phone number from Lead/Contact or Customer doctype. I think pulling from Customer Doctype is easier as you have already selected customer name in settlement doctype.

Now, goto notification doctype and create a new notification with SMS channel. If you have successfully pulled phone number in hidden field in Settlement doctype, you will see a phone number option in recipients list.

That should solve your problem.

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3

Hi Anupd,

Huge Thanks for your reply, is there any possible to sending sms without pulling the Customer doctype and creating hidden field in settlement doctype?

4

Yes, if you can make changes to the code. You need to pull the phone number

Not recommended though.

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