Sales Invoice Import Data

1

Hello,

I am doing sales invoice import through Data Import functionality, my requirement is if I already have the tax template set on Item group the sales and tax table should be populated, but it’s not, does any one have idea of this?

2

Data Import does not trigger all form events like manual Sales Invoice creation, so Item Group Tax Templates are not auto-populating the Taxes table during import.

  • Add the Sales Taxes and Charges Template directly in the import file, or

  • Run doc.set_missing_values() and doc.calculate_taxes_and_totals() through a custom hook/script before save.

3

Thanks for your response, can you let me know how I can run above thing in import functionality through server script?

4

Create a Server Script:

  • Script Type: Document Event

  • Reference Doctype: Sales Invoice

  • Event: Before Insert

Add this code:

doc.set_missing_values()
doc.calculate_taxes_and_totals()