Tax ID added and Customer Details description updated
Tax ID is a relatively generic descriptor for VAT (Value Added Tax) or any other countrie's tax identification system and should be required by most users of an ERP system. Since this removes the necessity to put the VAT into the Customer Description (not the ideal place to begin with) the description was updated and slimmed down.
diff --git a/erpnext/selling/doctype/customer/customer.json b/erpnext/selling/doctype/customer/customer.json
index a3bcc8a..eea3f2f 100644
--- a/erpnext/selling/doctype/customer/customer.json
+++ b/erpnext/selling/doctype/customer/customer.json
@@ -1,35 +1,62 @@
{
+ "allow_copy": 0,
"allow_import": 1,
"allow_rename": 1,
"autoname": "naming_series:",
"creation": "2013-06-11 14:26:44",
+ "custom": 0,
"description": "Buyer of Goods and Services.",
"docstatus": 0,
"doctype": "DocType",
"document_type": "Master",
"fields": [
{
+ "allow_on_submit": 0,
"fieldname": "basic_info",
"fieldtype": "Section Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "in_filter": 0,
+ "in_list_view": 0,
"label": "",
+ "no_copy": 0,
"oldfieldtype": "Section Break",
"options": "icon-user",
"permlevel": 0,
- "reqd": 0
+ "print_hide": 0,
+ "read_only": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
},
{
+ "allow_on_submit": 0,
"fieldname": "naming_series",
"fieldtype": "Select",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "in_filter": 0,
+ "in_list_view": 0,
"label": "Series",
"no_copy": 1,
"options": "CUST-",
"permlevel": 0,
- "print_hide": 0
+ "print_hide": 0,
+ "read_only": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
},
{
+ "allow_on_submit": 0,
"fieldname": "customer_name",
"fieldtype": "Data",
"hidden": 0,
+ "ignore_user_permissions": 0,
"in_filter": 1,
"in_list_view": 0,
"label": "Full Name",
@@ -38,25 +65,43 @@
"oldfieldtype": "Data",
"permlevel": 0,
"print_hide": 0,
+ "read_only": 0,
"report_hide": 0,
"reqd": 1,
- "search_index": 1
+ "search_index": 1,
+ "set_only_once": 0,
+ "unique": 0
},
{
+ "allow_on_submit": 0,
"fieldname": "customer_type",
"fieldtype": "Select",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "in_filter": 0,
+ "in_list_view": 0,
"label": "Type",
+ "no_copy": 0,
"oldfieldname": "customer_type",
"oldfieldtype": "Select",
"options": "\nCompany\nIndividual",
"permlevel": 0,
- "reqd": 1
+ "print_hide": 0,
+ "read_only": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
},
{
+ "allow_on_submit": 0,
"fieldname": "lead_name",
"fieldtype": "Link",
"hidden": 0,
+ "ignore_user_permissions": 0,
"in_filter": 1,
+ "in_list_view": 0,
"label": "From Lead",
"no_copy": 1,
"oldfieldname": "lead_name",
@@ -64,228 +109,580 @@
"options": "Lead",
"permlevel": 0,
"print_hide": 1,
- "report_hide": 1
+ "read_only": 0,
+ "report_hide": 1,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
},
{
+ "allow_on_submit": 0,
"fieldname": "column_break0",
"fieldtype": "Column Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "in_filter": 0,
+ "in_list_view": 0,
+ "no_copy": 0,
"permlevel": 0,
+ "print_hide": 0,
+ "read_only": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0,
"width": "50%"
},
{
+ "allow_on_submit": 0,
"description": "",
"fieldname": "customer_group",
"fieldtype": "Link",
"hidden": 0,
+ "ignore_user_permissions": 0,
"in_filter": 1,
"in_list_view": 1,
"label": "Customer Group",
+ "no_copy": 0,
"oldfieldname": "customer_group",
"oldfieldtype": "Link",
"options": "Customer Group",
"permlevel": 0,
"print_hide": 0,
+ "read_only": 0,
+ "report_hide": 0,
"reqd": 1,
- "search_index": 1
+ "search_index": 1,
+ "set_only_once": 0,
+ "unique": 0
},
{
+ "allow_on_submit": 0,
"description": "",
"fieldname": "territory",
"fieldtype": "Link",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "in_filter": 0,
"in_list_view": 1,
"label": "Territory",
+ "no_copy": 0,
"oldfieldname": "territory",
"oldfieldtype": "Link",
"options": "Territory",
"permlevel": 0,
"print_hide": 1,
- "reqd": 1
+ "read_only": 0,
+ "report_hide": 0,
+ "reqd": 1,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
},
{
+ "allow_on_submit": 0,
+ "fieldname": "tax_id",
+ "fieldtype": "Data",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "in_filter": 0,
+ "in_list_view": 0,
+ "label": "Tax ID",
+ "no_copy": 0,
+ "permlevel": 0,
+ "precision": "",
+ "print_hide": 0,
+ "read_only": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
+ },
+ {
+ "allow_on_submit": 0,
"fieldname": "is_frozen",
"fieldtype": "Check",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "in_filter": 0,
+ "in_list_view": 0,
"label": "Is Frozen",
+ "no_copy": 0,
"permlevel": 0,
- "precision": ""
+ "precision": "",
+ "print_hide": 0,
+ "read_only": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
},
{
+ "allow_on_submit": 0,
"depends_on": "eval:!doc.__islocal",
"fieldname": "address_contacts",
"fieldtype": "Section Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "in_filter": 0,
+ "in_list_view": 0,
"label": "",
+ "no_copy": 0,
"options": "icon-map-marker",
- "permlevel": 0
+ "permlevel": 0,
+ "print_hide": 0,
+ "read_only": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
},
{
+ "allow_on_submit": 0,
"fieldname": "address_html",
"fieldtype": "HTML",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "in_filter": 0,
+ "in_list_view": 0,
"label": "Address HTML",
+ "no_copy": 0,
"permlevel": 0,
- "read_only": 1
+ "print_hide": 0,
+ "read_only": 1,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
},
{
+ "allow_on_submit": 0,
"fieldname": "column_break1",
"fieldtype": "Column Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "in_filter": 0,
+ "in_list_view": 0,
+ "no_copy": 0,
"permlevel": 0,
+ "print_hide": 0,
+ "read_only": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0,
"width": "50%"
},
{
+ "allow_on_submit": 0,
"fieldname": "contact_html",
"fieldtype": "HTML",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "in_filter": 0,
+ "in_list_view": 0,
"label": "Contact HTML",
+ "no_copy": 0,
"oldfieldtype": "HTML",
"permlevel": 0,
- "read_only": 1
+ "print_hide": 0,
+ "read_only": 1,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
},
{
+ "allow_on_submit": 0,
"fieldname": "default_receivable_accounts",
"fieldtype": "Section Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "in_filter": 0,
+ "in_list_view": 0,
"label": "Default Receivable Accounts",
- "permlevel": 0
+ "no_copy": 0,
+ "permlevel": 0,
+ "print_hide": 0,
+ "read_only": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
},
{
+ "allow_on_submit": 0,
"depends_on": "eval:!doc.__islocal",
"description": "Mention if non-standard receivable account applicable",
"fieldname": "accounts",
"fieldtype": "Table",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "in_filter": 0,
+ "in_list_view": 0,
"label": "Accounts",
+ "no_copy": 0,
"options": "Party Account",
- "permlevel": 0
+ "permlevel": 0,
+ "print_hide": 0,
+ "read_only": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
},
{
+ "allow_on_submit": 0,
"fieldname": "more_info",
"fieldtype": "Section Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "in_filter": 0,
+ "in_list_view": 0,
"label": "",
+ "no_copy": 0,
"oldfieldtype": "Section Break",
"options": "icon-file-text",
- "permlevel": 0
+ "permlevel": 0,
+ "print_hide": 0,
+ "read_only": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
},
{
+ "allow_on_submit": 0,
"fieldname": "column_break2",
"fieldtype": "Column Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "in_filter": 0,
+ "in_list_view": 0,
+ "no_copy": 0,
"permlevel": 0,
+ "print_hide": 0,
+ "read_only": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0,
"width": "50%"
},
{
- "description": "Your Customer's TAX registration numbers (if applicable) or any general information",
+ "allow_on_submit": 0,
+ "description": "Additional information regarding the customer.",
"fieldname": "customer_details",
"fieldtype": "Text",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "in_filter": 0,
+ "in_list_view": 0,
"label": "Customer Details",
+ "no_copy": 0,
"oldfieldname": "customer_details",
"oldfieldtype": "Code",
- "permlevel": 0
+ "permlevel": 0,
+ "print_hide": 0,
+ "read_only": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
},
{
+ "allow_on_submit": 0,
"fieldname": "column_break3",
"fieldtype": "Column Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "in_filter": 0,
+ "in_list_view": 0,
+ "no_copy": 0,
"permlevel": 0,
+ "print_hide": 0,
+ "read_only": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0,
"width": "50%"
},
{
+ "allow_on_submit": 0,
"fieldname": "default_currency",
"fieldtype": "Link",
+ "hidden": 0,
"ignore_user_permissions": 1,
+ "in_filter": 0,
+ "in_list_view": 0,
"label": "Currency",
"no_copy": 1,
"options": "Currency",
- "permlevel": 0
+ "permlevel": 0,
+ "print_hide": 0,
+ "read_only": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
},
{
+ "allow_on_submit": 0,
"fieldname": "default_price_list",
"fieldtype": "Link",
+ "hidden": 0,
"ignore_user_permissions": 1,
+ "in_filter": 0,
+ "in_list_view": 0,
"label": "Price List",
+ "no_copy": 0,
"options": "Price List",
- "permlevel": 0
+ "permlevel": 0,
+ "print_hide": 0,
+ "read_only": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
},
{
+ "allow_on_submit": 0,
"fieldname": "default_taxes_and_charges",
"fieldtype": "Link",
+ "hidden": 0,
"ignore_user_permissions": 1,
+ "in_filter": 0,
+ "in_list_view": 0,
"label": "Taxes and Charges",
+ "no_copy": 0,
"options": "Sales Taxes and Charges Template",
- "permlevel": 0
+ "permlevel": 0,
+ "print_hide": 0,
+ "read_only": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
},
{
+ "allow_on_submit": 0,
"fieldname": "credit_days_based_on",
"fieldtype": "Select",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "in_filter": 0,
+ "in_list_view": 0,
"label": "Credit Days Based On",
+ "no_copy": 0,
"options": "\nFixed Days\nLast Day of the Next Month",
"permlevel": 0,
- "precision": ""
+ "precision": "",
+ "print_hide": 0,
+ "read_only": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
},
{
+ "allow_on_submit": 0,
"depends_on": "eval:doc.credit_days_based_on=='Fixed Days'",
"fieldname": "credit_days",
"fieldtype": "Int",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "in_filter": 0,
+ "in_list_view": 0,
"label": "Credit Days",
+ "no_copy": 0,
"oldfieldname": "credit_days",
"oldfieldtype": "Int",
- "permlevel": 1
+ "permlevel": 1,
+ "print_hide": 0,
+ "read_only": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
},
{
+ "allow_on_submit": 0,
"fieldname": "credit_limit",
"fieldtype": "Currency",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "in_filter": 0,
+ "in_list_view": 0,
"label": "Credit Limit",
+ "no_copy": 0,
"oldfieldname": "credit_limit",
"oldfieldtype": "Currency",
"options": "Company:company:default_currency",
- "permlevel": 1
+ "permlevel": 1,
+ "print_hide": 0,
+ "read_only": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
},
{
+ "allow_on_submit": 0,
"fieldname": "website",
"fieldtype": "Data",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "in_filter": 0,
+ "in_list_view": 0,
"label": "Website",
- "permlevel": 0
+ "no_copy": 0,
+ "permlevel": 0,
+ "print_hide": 0,
+ "read_only": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
},
{
+ "allow_on_submit": 0,
"fieldname": "sales_team_section_break",
"fieldtype": "Section Break",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "in_filter": 0,
+ "in_list_view": 0,
"label": "",
+ "no_copy": 0,
"oldfieldtype": "Section Break",
"options": "icon-group",
- "permlevel": 0
+ "permlevel": 0,
+ "print_hide": 0,
+ "read_only": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
},
{
+ "allow_on_submit": 0,
"fieldname": "default_sales_partner",
"fieldtype": "Link",
+ "hidden": 0,
"ignore_user_permissions": 1,
+ "in_filter": 0,
+ "in_list_view": 0,
"label": "Sales Partner",
+ "no_copy": 0,
"oldfieldname": "default_sales_partner",
"oldfieldtype": "Link",
"options": "Sales Partner",
- "permlevel": 0
+ "permlevel": 0,
+ "print_hide": 0,
+ "read_only": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
},
{
+ "allow_on_submit": 0,
"fieldname": "default_commission_rate",
"fieldtype": "Float",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "in_filter": 0,
+ "in_list_view": 0,
"label": "Commission Rate",
+ "no_copy": 0,
"oldfieldname": "default_commission_rate",
"oldfieldtype": "Currency",
- "permlevel": 0
+ "permlevel": 0,
+ "print_hide": 0,
+ "read_only": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
},
{
+ "allow_on_submit": 0,
"fieldname": "sales_team",
"fieldtype": "Table",
+ "hidden": 0,
+ "ignore_user_permissions": 0,
+ "in_filter": 0,
+ "in_list_view": 0,
"label": "Sales Team Details",
+ "no_copy": 0,
"oldfieldname": "sales_team",
"oldfieldtype": "Table",
"options": "Sales Team",
- "permlevel": 0
+ "permlevel": 0,
+ "print_hide": 0,
+ "read_only": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
},
{
+ "allow_on_submit": 0,
"fieldname": "communications",
"fieldtype": "Table",
"hidden": 1,
+ "ignore_user_permissions": 0,
+ "in_filter": 0,
+ "in_list_view": 0,
"label": "Communications",
+ "no_copy": 0,
"options": "Communication",
"permlevel": 0,
- "print_hide": 1
+ "print_hide": 1,
+ "read_only": 0,
+ "report_hide": 0,
+ "reqd": 0,
+ "search_index": 0,
+ "set_only_once": 0,
+ "unique": 0
}
],
+ "hide_heading": 0,
+ "hide_toolbar": 0,
"icon": "icon-user",
"idx": 1,
- "modified": "2015-07-17 09:38:50.086978",
+ "in_create": 0,
+ "in_dialog": 0,
+ "is_submittable": 0,
+ "issingle": 0,
+ "istable": 0,
+ "modified": "2015-08-07 20:34:25.761769",
"modified_by": "Administrator",
"module": "Selling",
"name": "Customer",
@@ -294,38 +691,73 @@
{
"amend": 0,
"apply_user_permissions": 1,
+ "cancel": 0,
"create": 1,
"delete": 0,
"email": 1,
+ "export": 0,
+ "if_owner": 0,
+ "import": 0,
"permlevel": 0,
"print": 1,
"read": 1,
"report": 1,
"role": "Sales User",
+ "set_user_permissions": 0,
"share": 1,
"submit": 0,
"write": 1
},
{
+ "amend": 0,
+ "apply_user_permissions": 0,
"cancel": 0,
+ "create": 0,
"delete": 0,
+ "email": 0,
+ "export": 0,
+ "if_owner": 0,
+ "import": 0,
"permlevel": 1,
+ "print": 0,
"read": 1,
- "role": "Sales User"
+ "report": 0,
+ "role": "Sales User",
+ "set_user_permissions": 0,
+ "share": 0,
+ "submit": 0,
+ "write": 0
},
{
+ "amend": 0,
+ "apply_user_permissions": 0,
+ "cancel": 0,
+ "create": 0,
+ "delete": 0,
"email": 1,
+ "export": 0,
+ "if_owner": 0,
+ "import": 0,
"permlevel": 0,
"print": 1,
"read": 1,
"report": 1,
- "role": "Sales Manager"
+ "role": "Sales Manager",
+ "set_user_permissions": 0,
+ "share": 0,
+ "submit": 0,
+ "write": 0
},
{
"amend": 0,
+ "apply_user_permissions": 0,
+ "cancel": 0,
"create": 1,
"delete": 1,
"email": 1,
+ "export": 0,
+ "if_owner": 0,
+ "import": 0,
"permlevel": 0,
"print": 1,
"read": 1,
@@ -337,46 +769,108 @@
"write": 1
},
{
+ "amend": 0,
+ "apply_user_permissions": 0,
"cancel": 0,
+ "create": 0,
"delete": 0,
+ "email": 0,
+ "export": 0,
+ "if_owner": 0,
+ "import": 0,
"permlevel": 1,
+ "print": 0,
"read": 1,
+ "report": 0,
"role": "Sales Master Manager",
+ "set_user_permissions": 0,
+ "share": 0,
+ "submit": 0,
"write": 1
},
{
+ "amend": 0,
+ "apply_user_permissions": 0,
+ "cancel": 0,
+ "create": 0,
+ "delete": 0,
"email": 1,
+ "export": 0,
+ "if_owner": 0,
+ "import": 0,
"permlevel": 0,
"print": 1,
"read": 1,
"report": 1,
- "role": "Stock User"
+ "role": "Stock User",
+ "set_user_permissions": 0,
+ "share": 0,
+ "submit": 0,
+ "write": 0
},
{
+ "amend": 0,
+ "apply_user_permissions": 0,
+ "cancel": 0,
+ "create": 0,
+ "delete": 0,
"email": 1,
+ "export": 0,
+ "if_owner": 0,
+ "import": 0,
"permlevel": 0,
"print": 1,
"read": 1,
"report": 1,
- "role": "Stock Manager"
+ "role": "Stock Manager",
+ "set_user_permissions": 0,
+ "share": 0,
+ "submit": 0,
+ "write": 0
},
{
+ "amend": 0,
+ "apply_user_permissions": 0,
+ "cancel": 0,
+ "create": 0,
+ "delete": 0,
"email": 1,
+ "export": 0,
+ "if_owner": 0,
+ "import": 0,
"permlevel": 0,
"print": 1,
"read": 1,
"report": 1,
- "role": "Accounts User"
+ "role": "Accounts User",
+ "set_user_permissions": 0,
+ "share": 0,
+ "submit": 0,
+ "write": 0
},
{
+ "amend": 0,
+ "apply_user_permissions": 0,
+ "cancel": 0,
+ "create": 0,
+ "delete": 0,
"email": 1,
+ "export": 0,
+ "if_owner": 0,
+ "import": 0,
"permlevel": 0,
"print": 1,
"read": 1,
"report": 1,
- "role": "Accounts Manager"
+ "role": "Accounts Manager",
+ "set_user_permissions": 0,
+ "share": 0,
+ "submit": 0,
+ "write": 0
}
],
+ "read_only": 0,
+ "read_only_onload": 0,
"search_fields": "customer_name,customer_group,territory",
"title_field": "customer_name"
}
\ No newline at end of file