feat(Sales Order): Allow to skip delivery note creation (#19222)
* feat(sales-order): add option to skip delivery note creation for order type maintenance
* fix(sales-order): hide delivery date on setting skip delivery note creation
* fix: allow skipping delivery note for all order types
* fix: bypass delivery note creation on setting skip delivery note creation
* fix: show skip delivery note in list view
* fix: check for duplicate project name after submitting prompt
* fix: toggle delivery note reqd for skip delivery note
* fix: update status based on skip delivery note
diff --git a/erpnext/controllers/status_updater.py b/erpnext/controllers/status_updater.py
index 64d49b4..9d1389c 100644
--- a/erpnext/controllers/status_updater.py
+++ b/erpnext/controllers/status_updater.py
@@ -37,9 +37,9 @@
"Sales Order": [
["Draft", None],
["To Deliver and Bill", "eval:self.per_delivered < 100 and self.per_billed < 100 and self.docstatus == 1"],
- ["To Bill", "eval:self.per_delivered == 100 and self.per_billed < 100 and self.docstatus == 1"],
- ["To Deliver", "eval:self.per_delivered < 100 and self.per_billed == 100 and self.docstatus == 1"],
- ["Completed", "eval:self.per_delivered == 100 and self.per_billed == 100 and self.docstatus == 1"],
+ ["To Bill", "eval:(self.per_delivered == 100 or self.skip_delivery_note) and self.per_billed < 100 and self.docstatus == 1"],
+ ["To Deliver", "eval:self.per_delivered < 100 and self.per_billed == 100 and self.docstatus == 1 and not self.skip_delivery_note"],
+ ["Completed", "eval:(self.per_delivered == 100 or self.skip_delivery_note) and self.per_billed == 100 and self.docstatus == 1"],
["Cancelled", "eval:self.docstatus==2"],
["Closed", "eval:self.status=='Closed'"],
["On Hold", "eval:self.status=='On Hold'"],
diff --git a/erpnext/manufacturing/doctype/work_order/work_order.py b/erpnext/manufacturing/doctype/work_order/work_order.py
index 0112b39..b57548e 100644
--- a/erpnext/manufacturing/doctype/work_order/work_order.py
+++ b/erpnext/manufacturing/doctype/work_order/work_order.py
@@ -64,7 +64,8 @@
from `tabSales Order` so
inner join `tabSales Order Item` so_item on so_item.parent = so.name
left join `tabProduct Bundle Item` pk_item on so_item.item_code = pk_item.parent
- where so.name=%s and so.docstatus = 1 and (
+ where so.name=%s and so.docstatus = 1
+ and so.skip_delivery_note = 0 and (
so_item.item_code=%s or
pk_item.item_code=%s )
""", (self.sales_order, self.production_item, self.production_item), as_dict=1)
@@ -78,6 +79,7 @@
where so.name=%s
and so.name=so_item.parent
and so.name=packed_item.parent
+ and so.skip_delivery_note = 0
and so_item.item_code = packed_item.parent_item
and so.docstatus = 1 and packed_item.item_code=%s
""", (self.sales_order, self.production_item), as_dict=1)
diff --git a/erpnext/selling/doctype/sales_order/sales_order.js b/erpnext/selling/doctype/sales_order/sales_order.js
index d6fd8a1..a2b8544 100644
--- a/erpnext/selling/doctype/sales_order/sales_order.js
+++ b/erpnext/selling/doctype/sales_order/sales_order.js
@@ -136,7 +136,8 @@
if(doc.status !== 'Closed') {
if(doc.status !== 'On Hold') {
- allow_delivery = this.frm.doc.items.some(item => item.delivered_by_supplier === 0 && item.qty > flt(item.delivered_qty))
+ allow_delivery = this.frm.doc.items.some(item => item.delivered_by_supplier === 0 && item.qty > flt(item.delivered_qty))
+ && !this.frm.doc.skip_delivery_note
if (this.frm.has_perm("submit")) {
if(flt(doc.per_delivered, 6) < 100 || flt(doc.per_billed) < 100) {
@@ -341,7 +342,7 @@
},
order_type: function() {
- this.frm.fields_dict.items.grid.toggle_reqd("delivery_date", this.frm.doc.order_type == "Sales");
+ this.toggle_delivery_date();
},
tc_name: function() {
@@ -355,6 +356,15 @@
})
},
+ skip_delivery_note: function() {
+ this.toggle_delivery_date();
+ },
+
+ toggle_delivery_date: function() {
+ this.frm.fields_dict.items.grid.toggle_reqd("delivery_date",
+ (this.frm.doc.order_type == "Sales" && !this.frm.doc.skip_delivery_note));
+ },
+
make_raw_material_request: function() {
var me = this;
this.frm.call({
diff --git a/erpnext/selling/doctype/sales_order/sales_order.json b/erpnext/selling/doctype/sales_order/sales_order.json
index cd6965a..3885b13 100644
--- a/erpnext/selling/doctype/sales_order/sales_order.json
+++ b/erpnext/selling/doctype/sales_order/sales_order.json
@@ -14,6 +14,7 @@
"customer",
"customer_name",
"order_type",
+ "skip_delivery_note",
"column_break1",
"amended_from",
"company",
@@ -252,6 +253,7 @@
},
{
"allow_on_submit": 1,
+ "depends_on": "eval:!doc.skip_delivery_note",
"fieldname": "delivery_date",
"fieldtype": "Date",
"in_list_view": 1,
@@ -1023,7 +1025,7 @@
"print_hide": 1
},
{
- "depends_on": "eval:!doc.__islocal",
+ "depends_on": "eval:!doc.__islocal && !doc.skip_delivery_note_creation",
"description": "% of materials delivered against this Sales Order",
"fieldname": "per_delivered",
"fieldtype": "Percent",
@@ -1171,12 +1173,19 @@
"fieldtype": "Data",
"label": "Phone",
"read_only": 1
+ },
+ {
+ "default": "0",
+ "fieldname": "skip_delivery_note",
+ "fieldtype": "Check",
+ "label": "Skip Delivery Note",
+ "print_hide": 1
}
],
"icon": "fa fa-file-text",
"idx": 105,
"is_submittable": 1,
- "modified": "2019-09-27 14:23:52.233323",
+ "modified": "2019-10-10 08:46:07.540565",
"modified_by": "Administrator",
"module": "Selling",
"name": "Sales Order",
diff --git a/erpnext/selling/doctype/sales_order/sales_order.py b/erpnext/selling/doctype/sales_order/sales_order.py
index e60be5a..80784ea 100755
--- a/erpnext/selling/doctype/sales_order/sales_order.py
+++ b/erpnext/selling/doctype/sales_order/sales_order.py
@@ -57,13 +57,13 @@
def validate_po(self):
# validate p.o date v/s delivery date
- if self.po_date:
+ if self.po_date and not self.skip_delivery_note:
for d in self.get("items"):
if d.delivery_date and getdate(self.po_date) > getdate(d.delivery_date):
frappe.throw(_("Row #{0}: Expected Delivery Date cannot be before Purchase Order Date")
.format(d.idx))
- if self.po_no and self.customer:
+ if self.po_no and self.customer and not self.skip_delivery_note:
so = frappe.db.sql("select name from `tabSales Order` \
where ifnull(po_no, '') = %s and name != %s and docstatus < 2\
and customer = %s", (self.po_no, self.name, self.customer))
@@ -100,7 +100,7 @@
super(SalesOrder, self).validate_order_type()
def validate_delivery_date(self):
- if self.order_type == 'Sales':
+ if self.order_type == 'Sales' and not self.skip_delivery_note:
delivery_date_list = [d.delivery_date for d in self.get("items") if d.delivery_date]
max_delivery_date = max(delivery_date_list) if delivery_date_list else None
if not self.delivery_date:
@@ -760,6 +760,7 @@
from
`tabSales Order`, `tabSales Order Item`
where `tabSales Order`.name = `tabSales Order Item`.parent
+ and `tabSales Order`.skip_delivery_note = 0
and (ifnull(`tabSales Order Item`.delivery_date, '0000-00-00')!= '0000-00-00') \
and (`tabSales Order Item`.delivery_date between %(start)s and %(end)s)
and `tabSales Order`.docstatus < 2
diff --git a/erpnext/selling/doctype/sales_order/sales_order_list.js b/erpnext/selling/doctype/sales_order/sales_order_list.js
index 301ecde..26d96d5 100644
--- a/erpnext/selling/doctype/sales_order/sales_order_list.js
+++ b/erpnext/selling/doctype/sales_order/sales_order_list.js
@@ -1,58 +1,41 @@
frappe.listview_settings['Sales Order'] = {
add_fields: ["base_grand_total", "customer_name", "currency", "delivery_date",
- "per_delivered", "per_billed", "status", "order_type", "name"],
+ "per_delivered", "per_billed", "status", "order_type", "name", "skip_delivery_note"],
get_indicator: function (doc) {
if (doc.status === "Closed") {
+ // Closed
return [__("Closed"), "green", "status,=,Closed"];
-
} else if (doc.status === "On Hold") {
// on hold
return [__("On Hold"), "orange", "status,=,On Hold"];
- } else if (doc.order_type !== "Maintenance"
- && flt(doc.per_delivered, 6) < 100 && frappe.datetime.get_diff(doc.delivery_date) < 0) {
+ } else if (doc.status === "Completed") {
+ return [__("Completed"), "green", "status,=,Completed"];
+ } else if (!doc.skip_delivery_note && flt(doc.per_delivered, 6) < 100) {
+ if (frappe.datetime.get_diff(doc.delivery_date) < 0) {
// not delivered & overdue
- return [__("Overdue"), "red", "per_delivered,<,100|delivery_date,<,Today|status,!=,Closed"];
-
- } else if (doc.order_type !== "Maintenance"
- && flt(doc.per_delivered, 6) < 100 && doc.status !== "Closed") {
- // not delivered
-
- if (flt(doc.grand_total) === 0) {
+ return [__("Overdue"), "red",
+ "per_delivered,<,100|delivery_date,<,Today|status,!=,Closed"];
+ } else if (flt(doc.grand_total) === 0) {
// not delivered (zero-amount order)
-
return [__("To Deliver"), "orange",
"per_delivered,<,100|grand_total,=,0|status,!=,Closed"];
} else if (flt(doc.per_billed, 6) < 100) {
// not delivered & not billed
-
return [__("To Deliver and Bill"), "orange",
"per_delivered,<,100|per_billed,<,100|status,!=,Closed"];
} else {
// not billed
-
return [__("To Deliver"), "orange",
"per_delivered,<,100|per_billed,=,100|status,!=,Closed"];
}
-
- } else if ((flt(doc.per_delivered, 6) === 100)
- && flt(doc.grand_total) !== 0 && flt(doc.per_billed, 6) < 100 && doc.status !== "Closed") {
+ } else if ((flt(doc.per_delivered, 6) === 100) && flt(doc.grand_total) !== 0
+ && flt(doc.per_billed, 6) < 100) {
// to bill
-
- return [__("To Bill"), "orange", "per_delivered,=,100|per_billed,<,100|status,!=,Closed"];
-
- } else if ((flt(doc.per_delivered, 6) === 100)
- && (flt(doc.grand_total) === 0 || flt(doc.per_billed, 6) == 100) && doc.status !== "Closed") {
- return [__("Completed"), "green", "per_delivered,=,100|per_billed,=,100|status,!=,Closed"];
-
- }else if (doc.order_type === "Maintenance" && flt(doc.per_delivered, 6) < 100 && doc.status !== "Closed"){
-
- if(flt(doc.per_billed, 6) < 100 ){
- return [__("To Deliver and Bill"), "orange", "per_delivered,=,100|per_billed,<,100|status,!=,Closed"];
- }else if(flt(doc.per_billed, 6) === 100){
- return [__("To Deliver"), "orange", "per_delivered,=,100|per_billed,=,100|status,!=,Closed"];
- }
+ return [__("To Bill"), "orange",
+ "per_delivered,=,100|per_billed,<,100|status,!=,Closed"];
+ } else if (doc.skip_delivery_note && flt(doc.per_billed, 6) < 100){
+ return [__("To Bill"), "orange", "per_billed,<,100|status,!=,Closed"];
}
-
},
onload: function(listview) {
var method = "erpnext.selling.doctype.sales_order.sales_order.close_or_unclose_sales_orders";
diff --git a/erpnext/selling/doctype/sales_order_item/sales_order_item.json b/erpnext/selling/doctype/sales_order_item/sales_order_item.json
index b94dce1..3fd1e64 100644
--- a/erpnext/selling/doctype/sales_order_item/sales_order_item.json
+++ b/erpnext/selling/doctype/sales_order_item/sales_order_item.json
@@ -149,6 +149,7 @@
},
{
"columns": 2,
+ "depends_on": "eval: !parent.skip_delivery_note",
"fieldname": "delivery_date",
"fieldtype": "Date",
"in_list_view": 1,
@@ -693,6 +694,7 @@
"description": "For Production",
"fieldname": "produced_qty",
"fieldtype": "Float",
+ "hidden": 1,
"label": "Produced Quantity",
"oldfieldname": "produced_qty",
"oldfieldtype": "Currency",
@@ -743,7 +745,7 @@
],
"idx": 1,
"istable": 1,
- "modified": "2019-09-13 12:18:54.903107",
+ "modified": "2019-10-10 08:46:26.244823",
"modified_by": "Administrator",
"module": "Selling",
"name": "Sales Order Item",