Quotation Document should have a table at the bottom where some Conditions or Comments can be added under which the pricing in the Quotation given is valid. This could contain 0-20 entries (that’s why I thought a table is the right form factor for this field)
The Items can be raw material for construction sites or construction services (incl. or excluding the raw material), or rental machinery.
The Comments/Conditions provided could be something like:
“Delivery to Construction Site, truck unloading not included” (for a delivery of particular construction materials, or machines)
“heavy current electricity required on site”
In total there are about 50 of such pre-comoposed phrases which do not change frequently and should be identical each time they are used.
So these phrases should be available to choose from list of templates, so the issuer of a quotation does not have to write those phrases from scratch for each Quotation anew
What I tried is something along the mechanics of the Items Table in the quotation (which gets it’s content from the Quotation Item DocType).
Based on that architecture I have 3 parts involved
Custom field Quotation Remarks in the Quotation Doctype
Custom DocType Remarks
Custom DocType Text Modules
they are connected to each other as below
Custom Doctype Remarks
checked: Is Child Table
checked: Editable Grid
Fetch From: – empty –
has 1 Field Phrase which is a Link to the Custom DocType Text Modules (Options: Text Modules)
Custom Doctype Text Modules
unchecked: Is Child Table
has 1 Field Phrase
Custom Field Quotation Remarks
Fetch From: – empty –
Now what happens is that I have the table Quotation Notes available in the Quotation and I can add line to it but can not choose any of the existing phrases unfortunately.
Can anyone see which mistake I am making here may and what I have to change in the setup in order to get this working?
just for the context: in a next step I would want to carry those Notes from the Quotation through all connected downstream Documents (Sales Order, Sales Invoice, … Delivery Note) just like you carry on the Items. NOt sure whether this is even doable though mere customization or whether it’s require a custom App. But that is not yet the goal of this particular Topic.
thanks that’s it. It wasn’t necessary to remove the DocType though. Just putting field:phrase in the Auto Name, an re-create the actual Text Modules (New Text Module) and voila. All works as it should. thank you!