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@ -12,5 +12,5 @@ module-visibility
|
||||
perm-level-error-in-permission-manager
|
||||
search-record-by-specific-field
|
||||
set-language
|
||||
set-precision-for-float-currency-and-percent-fields
|
||||
set-precision
|
||||
user-restriction
|
||||
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@ -1,46 +1,47 @@
|
||||
<h1>Managing Dynamic Link Fields</h1>
|
||||
#Managing Dynamic Link Fields
|
||||
|
||||
Dynamic Link field is one which can search and hold value of any document/doctype. Let's consider an example to learn how Dynamic Link field can benefit us.
|
||||
Dynamic Link field is one which can search and hold value of any document/doctype. Let's consider an example to learn how Dynamic Link field works.
|
||||
|
||||
While creating Opportunity or Quotation, we have to explicitly define if it is for Lead or Customer. Based on our selection (Lead/Customer), another link field shows up where we can select actual Lead or Customer for whom we are creating this Quotation.
|
||||
While creating Opportunity or Quotation, we have to explicitly define if it is for Lead or Customer. Based on our selection (Lead/Customer), another link field shows up where we can select actual Lead or Customer.
|
||||
|
||||
If you set later field as Dynamic Link, where we select actual Lead or Customer, this field will be able to search Leads as well as Customers. Hence we need not insert separate link fields for Customer and Lead.
|
||||
If you set former field as Dynamic Link, where we select actual Lead or Customer, then the later field will be linked to master selected in the first field, i.e. Leads or Customers. Hence we need not insert separate link fields for Customer and Lead.
|
||||
|
||||
Let's check steps to insert Custom Dynamic Field. For an instance, we will insert it under Journal Voucher Form.
|
||||
Below are the steps to insert Custom Dynamic Field. For an instance, we will insert Dynamic Link Field in Journal Entry.
|
||||
|
||||
####Insert Link Field for Doctype
|
||||
#### Step 1: Insert Link Field for Doctype
|
||||
|
||||
Firstly we will create a link field which will be linked to the Doctype.
|
||||
|
||||
![Custom Link Field]({{docs_base_url}}/assets/img/articles/$SGrab_349.png)
|
||||
<img alt="Custom Link Field" class="screenshot" src="{{docs_base_url}}/assets/img/articles/dynamic-field-1.gif">
|
||||
|
||||
By **Doctype** mentioned in the Option field, we mean parent Doctype. So, just like Quotation is one Doctype, which has multiple Quotation under it. Same way, Doctype is also a Doctype which has Sales Order Doctype, Purchase Order Doctype and other form's doctype created under it as child Doctype.
|
||||
By **Doctype** mentioned in the Option field, we mean parent Doctype. So, just like Quotation is one Doctype, which has multiple Quotation under it. Same way, Doctype is also a Doctype which has Sales Order, Purchase Order and other doctypes created as Doctype records.
|
||||
|
||||
-- Doctype<br>
|
||||
----- Sales Order<br>
|
||||
----- Purchase Invoice<br>
|
||||
----- Quotation<br>
|
||||
----- Sales Invoice<br>
|
||||
----- Employee<br>
|
||||
----- Production Order<br>
|
||||
and so on, till all the forms/document of ERPNext is covered.
|
||||
---- Sales Order<br>
|
||||
---- Purchase Invoice<br>
|
||||
---- Quotation<br>
|
||||
---- Sales Invoice<br>
|
||||
---- Employee<br>
|
||||
---- Production Order<br>
|
||||
.. and so on.
|
||||
|
||||
So linking this field with parent Doctype master list all the child doctypes/forms.
|
||||
So linking this field with parent Doctype will list all the Doctype records.
|
||||
|
||||
![journal Voucher Link Field]({{docs_base_url}}/assets/img/articles/$SGrab_352.png)
|
||||
<img alt="journal Voucher Link Field" class="screenshot" src="{{docs_base_url}}/assets/img/articles/dynamic-field-2.png">
|
||||
|
||||
####Insert Dynamic Link Field
|
||||
#### Step 2: Insert Dynamic Link Field
|
||||
|
||||
It will be "Dynamic Link" for Field Type, and field name of Doctype field mentioned in its Option field.
|
||||
This custom field's type will be "Dynamic Link". In the Option field, name of Doctype link field will be mentioned.
|
||||
|
||||
![Custom Dynamic Field]({{docs_base_url}}/assets/img/articles/$SGrab_350.png)
|
||||
<img alt="Custom Dynamic Field" class="screenshot" src="{{docs_base_url}}/assets/img/articles/dynamic-field-3.gif">
|
||||
|
||||
This field will allow us to select document id, based on value selected in the Doctype link field. For example, if we select Sales Order in the prior field, this field will list all the Sales Orders id. If we select Purchase Invoice in the prior field, this field will render all the Purchase Order for our selection.
|
||||
This field will allow selecting document id, based on value selected in the Doctype link field. For example, if we select Sales Order in the prior field, Dynamic Link field will list all the Sales Orders ids.
|
||||
|
||||
![Journal Voucher Dynamic Field ]({{docs_base_url}}/assets/img/articles/$SGrab_353.png)
|
||||
<img alt="Custom Dynamic Field" class="screenshot" src="{{docs_base_url}}/assets/img/articles/dynamic-field-4.gif">
|
||||
|
||||
####Customizing options in the Doctype Link field
|
||||
<div class="well">
|
||||
**Customizing options in the Doctype Link field**
|
||||
|
||||
Bydefault, Docytpe link field will provide all the forms/doctypes for selection. If you wish this field to show certain specific doctypes in the search result, you will need to write Custom Script for it.
|
||||
Bydefault, Docytpe link field will provide all the forms/doctypes for selection. If you wish this field to show certain specific doctypes in the search result, you will need to write Custom Script for it.</div>
|
||||
|
||||
<!-- markdown -->
|
@ -1,17 +1,19 @@
|
||||
<h1>Module Visibility</h1>
|
||||
#Module Visibility
|
||||
|
||||
If you have permission on specific module, but it is still not visible to you, following is how you should go about checking setting to make it visible again.
|
||||
If you have permission on specific module, but it is still not visible, following are the possibilities of issues you should look at. Let's consider a scenario that user is permission of Website module, but not able to access it.
|
||||
|
||||
As step zero, reassure that you have role assigned which is required for accessing Website and Shopping Cart module. For modules in question, you should have "Website Manager" role assigned. If permissions has been customized in your account, check Role Permission Manager to know which Role has permission on Website and Shopping Cart module.
|
||||
As step zero, ensure that you have "Website Manager" role assigned. It is a standard Role which grants permission on Website module. If permissions has been customized in your account, check Role Permission Manager to know which Role has permission on Website, and then check if same Role is assigned to User.
|
||||
|
||||
If modules are hidden in-spite of assignment of required permission, then you should check if Website and Shopping Cart module is not disabled from All Application option on your desk/home page.
|
||||
If module is hidden in-spite of assignment of required Role, then you should check if Website is not disabled from All Application.
|
||||
|
||||
![All Applications]({{docs_base_url}}/assets/img/articles/$SGrab_223.png)
|
||||
<img alt="All Applications" class="screenshot" src="{{docs_base_url}}/assets/img/articles/module-visibility-1.gif">
|
||||
|
||||
If modules are still not visible, check if it is hidden by System Manager from Show/Hide Modules option in the Setup module.
|
||||
If Website is checked in All Application, but still not visible for the User, check if is hidden by System Manager. In the Setup module, feature called Show/Hide Modules allows System Manager to hide specific module from all the Users.
|
||||
|
||||
<div class="well">Setup >> Settings >> Show / Hide Modules</div>Ensure required module are checked, and not disabled in this page. If you just enabled/activated it, update Show/Hide Module page, and check your home page after Help >> Clear Cache.
|
||||
`Setup > Settings > Show / Hide Modules`
|
||||
|
||||
<div class="well">Note: In this help page, Website and Shopping Cart module is considered as an example. You can troubleshoot visibility issues for other modules following same steps.</div>
|
||||
Ensure Website module is checked. If you just enabled/activated it, update Show/Hide Module page, and then Reload tab of your ERPNext account. After reload, changes made in the Setup module will be applied and will be visible in the system.
|
||||
|
||||
On the same lines, you can check for the visibility issue of other modules as well.
|
||||
|
||||
<!-- markdown -->
|
@ -1,12 +1,12 @@
|
||||
<h1>Perm Level Error in Permission Manager</h1>
|
||||
#Perm Level Error in Permission Manager
|
||||
|
||||
While customizing rules in the [Permission Manager](https://erpnext.com/user-guide/setting-up/permissions/role-based-permissions), you might receive an error message saying:
|
||||
While customizing rules in the [Permission Manager]({{docs_base_url}}/user/erpnext/user/manual/en/setting-up/users-and-permissions/role-based-permissions), you might receive an error message saying:
|
||||
|
||||
`For System Manager_ (or other role) _at level 2_ (or other level) _in Customer_ (or document) _in row 8: Permission at level 0 must be set before higher levels are set`.
|
||||
`For System Manager _(or other role)_ at level 2 _(or other level)_ in Customer _(or other document)_ in row 8: Permission at level 0 must be set before higher levels are set.`
|
||||
|
||||
Error message indicates problem in the existing permission setting for this document.
|
||||
Error message indicates problem is in the existing permission setting for this document.
|
||||
|
||||
For any role, before assigning permission at Perm Level 1, 2, permission at Perm Level 0 must be assigned. Error message says that System Manager has been assigned permission at Perm Level 1 and 2, but not at level 0. You should first correct the permission for System Manager's role by:
|
||||
For any role, before assigning permission at Perm Level 1 or 2 (and so on), permission at Perm Level 0 must be assigned. Error message says that System Manager has been assigned permission at Perm Level 1 and 2, but not at level 0. You should first correct the permission for System Manager's role by:
|
||||
|
||||
- Assigning permission to System Manager at level 0.
|
||||
|
||||
@ -14,6 +14,6 @@ Or
|
||||
|
||||
- By removing permission at level 1 and 2.
|
||||
|
||||
After executing one of the above step, you should try adding additional rules in the Role Permission Manager.
|
||||
After executing one of the above step, you should be able to successfully add new permissions rules in the Role Permission Manager.
|
||||
|
||||
<!-- markdown -->
|
@ -1,21 +1,27 @@
|
||||
<h1>Search Record by Specific Field</h1>
|
||||
#Search Record by Specific Field
|
||||
|
||||
While creating any document in ERPNext, you might have to select other record id in it (like selecting Customer in Quotation). For ease in selecting other record, you can search them based on value in various fields of that record. Search By functionality enables you searching and filtering records based on value in the specific fields of that record.
|
||||
While creating any document (say Sales Invoice), you have to select other document id in it (say Serial No). For ease in selection, you can also make value of oother field of that visible in the search result. Search By functionality enables to define field whos value will be visible in the search result.
|
||||
|
||||
Let's consider an example to learn Search By functionality better. While creating Sales Order, we need to select Customer in it. If we need to filter search result of Customer for specific Customer Group, we should go about following these steps to achieve it.
|
||||
Let's assume that while creating Sales Invoice, you wish to see Serial No result, with respective Warehouse.
|
||||
|
||||
####Search By in Customize Form
|
||||
#### Step 1: Customize Form
|
||||
|
||||
In the Customize Form tool, you will find field called Search Field. You should enter field names based on which we can search and filter result for this document.
|
||||
`Setup > Customize > Customize Form`
|
||||
|
||||
Considering our scenario, we should update name of Customer Group field for Customer in the Customize Form.
|
||||
#### Step 2: Select Document
|
||||
|
||||
![Search By in Customize Form]()
|
||||
`Document Type = Serial No.`
|
||||
|
||||
####Searching in Another Record.
|
||||
#### Step 3: Search Field
|
||||
|
||||
Update Warehouse field name in the Search By field.
|
||||
|
||||
<img alt="Search By in Customize Form" class="screenshot" src="{{docs_base_url}}/assets/img/articles/search-by-1.png">
|
||||
|
||||
#### Searching in Another Record.
|
||||
|
||||
While creating transaction, to get filtered result for Customer, you should firstly click on search magnifier.
|
||||
|
||||
![Search for master]()
|
||||
<img alt="Search By in Customize Form" class="screenshot" src="{{docs_base_url}}/assets/img/articles/search-by-2.png">
|
||||
|
||||
<!-- markdown -->
|
@ -1,6 +1,6 @@
|
||||
<h1>Change the Language</h1>
|
||||
#Change the Language
|
||||
|
||||
ERPNext is an multi-lingual application, which means user can select a preferred language for one's ERPNext account.
|
||||
ERPNext is an multi-lingual application. It allows each user to select preferred lannguage. Following is how User can customize language in one's account.
|
||||
|
||||
### 1. Setting Language in User's Account
|
||||
|
||||
@ -14,6 +14,8 @@ Following are the steps to set language in your ERPNext account.
|
||||
|
||||
<img alt="Select Language" class="screenshot" src="{{docs_base_url}}/assets/img/articles/change-language-2.png">
|
||||
|
||||
<img alt="Select Language" class="screenshot" src="{{docs_base_url}}/assets/img/articles/set-language-1.gif">
|
||||
|
||||
#### 1.3 Save User
|
||||
|
||||
On saving User after selecting language, your ERPNext account will be refresh automatically. Then you will see ERPNext translated in your selected language.
|
||||
@ -34,5 +36,7 @@ Being a System Manager, you can set language in other user's master as well.
|
||||
|
||||
Save System Settings, and refresh your EPRNext account. On refreshing, you should language in your ERPNext account changed as per your preference.
|
||||
|
||||
<img alt="Select Language" class="screenshot" src="{{docs_base_url}}/assets/img/articles/set-language-2.gif">
|
||||
|
||||
Note: For now, we have translation available only for few languages. You can contribute to make translation better, and add new languages from [here](https://translate.erpnext.com).
|
||||
<!-- markdown -->
|
@ -1,26 +0,0 @@
|
||||
<h1>Set Precision for Float, Currency and Percent fields</h1>
|
||||
|
||||
In ERPNext, default precision for `Float`, `Currency` and `Percent` field is 3. So, you can enter any number up-to 3 decimals in such fields.
|
||||
|
||||
You can also change / customize the precision settings globally or for a specific field.
|
||||
|
||||
To change the precision globally, go to `Setup > Settings > System Settings`.
|
||||
![Global Precision]({{docs_base_url}}/assets/img/articles/precision-global.png)
|
||||
|
||||
You can also set field specific precision. To do that go to `Setup > Customize > Customize Form` and select the DocType there. Then go to the specific field row and change precision. Precision field is only visible if field-type is one of the Float, Currency and Percent.
|
||||
![Field-wise Precision]({{docs_base_url}}/assets/img/articles/precision-fieldwise.png)
|
||||
|
||||
**Note:**
|
||||
If you are changing precision of a field to a higher number, all the related fields should also be set to the same precision.
|
||||
|
||||
For example, if you want to calculate invoice total upto 5 decimals, you need to change the precision of all related fields, which resulted total. In this case you have to change following fields to get correct total.
|
||||
|
||||
Sales Invoice Item: price_list_rate, base_price_list_rate, rate, base_rate, amount and base_amount
|
||||
|
||||
Taxes and Charges: tax_amount, total and tax_amount_after_discount
|
||||
|
||||
Sales Invoice: net_total, other_charges_total, discount_amount and grand_total
|
||||
|
||||
And precision should be changed in all related documents as well, to get correct mapping. In this case, same precision should be set for Quotation, Sales order, Delivery Note and Sales Invoice.
|
||||
|
||||
<!-- markdown -->
|
@ -0,0 +1,27 @@
|
||||
#Set Precision
|
||||
|
||||
In ERPNext, default precision for `Float`, `Currency` and `Percent` field is three. It allows you to enter value having value upto three decimal places.
|
||||
|
||||
You can also change/customize the precision settings globally or for a specific field.
|
||||
|
||||
To change the precision globally, go to:
|
||||
|
||||
`Setup > Settings > System Settings`.
|
||||
|
||||
<img alt="Global Precision" class="screenshot" src="{{docs_base_url}}/assets/img/articles/precision-1.png">
|
||||
|
||||
You can also set field specific precision. To do that go to `Setup > Customize > Customize Form` and select the DocType there. Then go to the specific field row and change precision. Precision field is only visible if field-type is one of the Float, Currency and Percent.
|
||||
|
||||
<img alt="Field-wise Precision" class="screenshot" src="{{docs_base_url}}/assets/img/articles/precision-2.png">
|
||||
|
||||
**Note:**
|
||||
|
||||
If you are changing precision of a field to a higher number, all the related field's precision should be updated as well. For example, if you want invoice total to be upto five decimals, you should set the precision of all related fields to five decimal places as well.
|
||||
|
||||
| Doctype | Fields |
|
||||
|---------|-------:|
|
||||
| Sales Invoice Item | price_list_rate, base_price_list_rate, rate, base_rate, amount and base_amount |
|
||||
| Taxes and Charges | tax_amount, total and tax_amount_after_discount |
|
||||
| Sales Invoice | net_total, other_charges_total, discount_amount and grand_total |
|
||||
|
||||
<!-- markdown -->
|
@ -1,29 +0,0 @@
|
||||
<h1>Owner Restriction</h1>
|
||||
|
||||
To restricting user based on Owner (creator of record), form/document should have field linked with User master. If that document is not linked with user, then you should create <a href="https://erpnext.com/user-guide/customize-erpnext/custom-field" target="_blank">custom field</a> and link it with User master.
|
||||
<br>
|
||||
<br>Following are the steps to restrict User based on Owner.
|
||||
<br>
|
||||
<br><b>Step 1: </b>Go to:
|
||||
<br>
|
||||
<br>Setup > Permissions > Role Permissions Manager
|
||||
<br>
|
||||
<br><b>Step 2:</b> Select Document Type for which you want to set user permission. After permissions are loaded for selected document, scroll to role for which you want to set restriction.
|
||||
<br>
|
||||
<img src="{{docs_base_path}}/assets/img/articles/Selection_0045d151c.png"><br>
|
||||
<br><b>Step 3:</b> For Role to be resricted (Sales User in this case), check "Apply User Restriction". On checking Apply User Permission, two links will be show up called:
|
||||
<br>
|
||||
<br>- Select Document Type
|
||||
<br>- Select User Permissions
|
||||
<br>
|
||||
<br>Click on "Select Document Type".
|
||||
<br>
|
||||
<br>
|
||||
<img src="{{docs_base_path}}/assets/img/articles/Selection_0028834c2.png" height="168" width="691">
|
||||
<br>
|
||||
<br><b>Step 4:</b> Check mark on User, and un-check for others. If you want user to be restricted based on some other criteria as well, like territory, customer groups, then that should be checked as well.
|
||||
<br>
|
||||
<br>
|
||||
<img src="{{docs_base_path}}/assets/img/articles/Selection_003fea339.png">
|
||||
<br>
|
||||
<div class="well">When restricting User based on User master itself, then there is no need to create User Permission Setting.</div>
|
@ -0,0 +1,19 @@
|
||||
# Restricting based on Owner
|
||||
|
||||
Following are the steps to restrict User to a document based on Owner/creator.
|
||||
|
||||
#### Step 1: Role Permission Manager
|
||||
|
||||
`Setup > Permissions > Role Permissions Manager`
|
||||
|
||||
#### Step 2: Select Document Type
|
||||
|
||||
Select Document Type for which you want to set user permission. After permissions are loaded for selected document, scroll to role for which you want to set restriction.
|
||||
|
||||
<img alt="Sales Order" class="screenshot" src="{{docs_base_url}}/assets/img/articles/owner-restriction-1.png">
|
||||
|
||||
#### Step 3: Apply User Permission
|
||||
|
||||
For Role to be resricted (Sales User in this case), check "If Owner".
|
||||
|
||||
<img alt="S" class="screenshot" src="{{docs_base_url}}/assets/img/articles/owner-restriction-2.png">
|