Hello everyone,
When I create a Sales Invoice from a Delivery Note, the Payment Terms Template is not automatically applied. Since the Delivery Note doesn’t include a field for the Payment Terms Template, it isn’t being set in the Sales Invoice. However, if I create a Sales Invoice directly from the Sales Order, the Payment Terms Template is correctly applied in the invoice. Is there a way to fix this?
Simply create fields with the same names, like payment_terms_template and payment_schedule, in the Delivery Note. This way, when a user creates a Delivery Note from a Sales Order, the payment details will automatically transfer without needing any code, as long as the field names match. Then, when you create an Invoice from the Delivery Note, the payment details will carry over.
I have created it but the payment terms template is not assigning automatically in delivery note. Even I have looked in the fetch from option to the payment terms template field in that payment terms template is not present.
You’re right I have created fields using customize form instead of editing the doctype, Now this is working but the values in the child table are not getting assigned.