Transfer custom-field data from one Doctype to another Doctype

ERPNext User Forum
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1

Created a custom field in the Sales Order and also created the same field in the Sales Invoice.

If I am creating a Invoice from a sales order with the use

Sales Order
Create > Invoice

Sales Invoice
Get Items From > Sales Order

So the value that I entered in the custom field of the sales order should be in the custom field of the sales invoice.

Sales Order custom-filed

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Sales Invoice custom-field

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I looked through many frappe forum posts but couldn’t find a solution.
Please help me in this.
Thank You.

2

I noticed an error :sweat_smile:

Please double-check the field names. In the Sales Order, the field name is custom_test_field, while in the Sales Invoice, the field name is custom_test_field_. As you can see, an underscore (_) is added in the Sales Invoice, which prevents the data transfer. Ensure the field names are identical to facilitate the data transfer.

3

Don’t know how this happened but when I deleted that field and re-created it, it came back properly. Same field name is there in both Sales Order and Sales Invoice.

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But I don’t understand how to do this. If you could have written some reference or script, it would have helped me a lot.

Thank You.

4

If the same name field and when you create a sales order to sales invoice then automatically data will transfer, without code.

5

If I create this transporter information of delivery note in the same sales invoice then how will I achieve it in that case because the field names will be different.

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6

Please again check the Sales Invoice because transporter information also available in there with same field name.

7

Yes, it is also in the sales invoice. Thank you so much for your reply.