Sales Invoice Form Customization

Scenario: ERPnext is being setup for an organisation with 4 companies sharing same customers.  Each customer can be shared by one, two, three or all four companies. The system users are same (=same users operates for multiple companies).

When creating a sales invoice, the selection list for ARs was filtered based on the default company. if we want to change the company, we have to scroll down to change the company name and scroll up again to select the desired debtor. This is too cumbersome to the users. 

Based on the user manual, customization section, the sequence of the fields on forms can be changed. Unfortunately I am not able to do it. I am afraid i am missing something here. please help. Thanks.




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Hi Rajendren,

We understand your issue. We can move the Company field to the top and make it hidden if there is only one company in the list, making it helpful for single company users.

However, we have a lot on our plate and can only take up this when time permits.

If you want something immediate, you can follow this thread for a bit tricky solution:
https://groups.google.com/d/topic/erpnext-developer-forum/KbO2vZU4hXI/discussion

Thanks,
Anand.


On 16-May-2013, at 2:17 PM, Rajendren Subramaniam <ra...@nk.com.my> wrote:

Scenario: ERPnext is being setup for an organisation with 4 companies sharing same customers.  Each customer can be shared by one, two, three or all four companies. The system users are same (=same users operates for multiple companies).

When creating a sales invoice, the selection list for ARs was filtered based on the default company. if we want to change the company, we have to scroll down to change the company name and scroll up again to select the desired debtor. This is too cumbersome to the users. 

Based on the user manual, customization section, the sequence of the fields on forms can be changed. Unfortunately I am not able to do it. I am afraid i am missing something here. please help. Thanks.





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