GreyCube Technologies Ltd.

App Name - Palazon

Description - Get BOM Item Rate based on summation of their individual line item for Sales Order and Quotation. Custom Print format which shows sub bom leaf items.

How to install app

• Go to bench directory i.e /home/ubuntu/frappe-bench
• ~/frappe-bench$ bench get-app palazon https://github.com/ashish-greycube/palazon
• ~/frappe-bench$ bench --site site1.local install-app palazon
• ~/frappe-bench$ bench --site site1.local migrate
• ~/frappe-bench$ bench clear-cache
• ~/frappe-bench$ bench restart

Edit sales_order.py and quotation.py

Following line is to be added to sales_order.py and quotation.py

	#start singapore - exploded bom
	from palazon.api import set_missing_item_details, set_items_amount, set_items
	#end singapore - exploded bom

[a] apps/erpnext/selling/doctype/sales_order/sales_order.py

sales_order.py before changes

sales_order.py after changes

class SalesOrder(SellingController):
	def __init__(self, *args, **kwargs):
		super(SalesOrder, self).__init__(*args, **kwargs)

	#start singapore - exploded bom
	from palazon.api import set_missing_item_details, set_items_amount, set_items
	#end singapore - exploded bom
	
	def validate(self):
		super(SalesOrder, self).validate()

[b] apps/erpnext/erpnext/selling/doctype/quotation.py

quotation.py before changes

quotation.py after changes

class Quotation(SellingController):

	#start singapore - exploded bom
	from palazon.api import set_missing_item_details, set_items_amount, set_items
	#end singapore - exploded bom
		
	def set_indicator(self):

For Print Format Customization changes required at below 3 places

1. Terms and Conditions in Quotation and Sales Order
2. LetterHead
3. Sales Taxes and Charges

Step 1 Create Terms and Conditions for Sales Order

Name : Standard Terms Sales Order

PRICE : IN SINGAPORE DOLLARS & SUBJECT TO {% if not taxes: %} 0 {%else%} {{taxes[0].rate}}{%endif%}% GST

DELIVERY TERM : 2 WEEKS

PAYMENT TERM : 30 DAYS

Step 2: Standard Terms Quotation

PRICE : IN SINGAPORE DOLLARS & SUBJECT TO {% if not taxes: %} 0 {%else%} {{taxes[0].rate}}{%endif%}% GST
DELIVERY TERM : 2 WEEK
VALIDITY OF QUOTE : 4 WEEKS FROM DATE OF QUOTATION
PAYMENT TERM : 30 DAYS

We look forward to receiving your purchase order soon.

Step 3: Go to Letterhead Add Header and Footer

Header

<h1>WT WHITS TECHNOLOGIES</h1>
<div><div>Blk 4012 , Ang Mo Kio Ave 10 #05-04A/04, Tech Place 1</div>
<div>Singapore 569628 ( GST <a href="http://Reg.No">Reg.No</a>: 52-929615-B )</div>
<div>Tel :&nbsp; 6458 5707</div>
<div>Fax : 6458 5708</div>
</div>
<div><br></div>

Footer

<div><div>{% set u = frappe.get_doc("User", frappe.user) %}&nbsp;<br></div>


<h5>{{ u.first_name }}&nbsp;{{ u.last_name }}</h5>

<br></div>

Step 4: Go to Sales Taxes and Charges and make Singapore tax as default, it will load by default in new Sales Order /Quotation.

To see the print format in action, go to New Sales Order/Quotation and select respective Term in Terms and Condition field.

Go to Print Section.

How to do bench update for future

• ~/frappe-bench/apps/erpnext$ git status modified: erpnext/selling/doctype/sales_order/sales_order.py modified: erpnext/selling/doctype/quotation/quotation.py

• ~/frappe-bench/apps/erpnext$ git stash

• Once update, is done i.e. ~/frappe-bench$ bench update

• Revert the stash changes back ~/frappe-bench/apps/erpnext$ git stash pop

How to restore existing app data to new server

• On new server with frappe and erpnext installed, install palazon app

  ~/frappe-bench$ bench get-app palazon https://github.com/ashish-greycube/palazon

  ~/frappe-bench$ bench --site site1.local install-app palazon

• Restore DB from old server

• Edit sales_order.py and quotation.py of erpnext (for detailed steps refer above)

• ~/frappe-bench$ bench --site site1.local migrate

• ~/frappe-bench$ bench clear-cache

• ~/frappe-bench$ bench restart

License

MIT

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Contact Us

1^st ERPNext Certified Partner & winner of the Best Partner Award

greycube.in
sales@greycube.in
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