fix: replace quotation with invoice in first onboarding (#35389)
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erpnext/accounts/form_tour/sales_invoice/sales_invoice.json
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41
erpnext/accounts/form_tour/sales_invoice/sales_invoice.json
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@ -0,0 +1,41 @@
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{
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"creation": "2023-05-23 09:58:17.235916",
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"docstatus": 0,
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"doctype": "Form Tour",
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"first_document": 0,
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"idx": 0,
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"include_name_field": 0,
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"is_standard": 1,
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"modified": "2023-05-23 13:10:56.227127",
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"modified_by": "Administrator",
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"module": "Accounts",
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"name": "Sales Invoice",
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"owner": "Administrator",
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"reference_doctype": "Sales Invoice",
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"save_on_complete": 1,
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"steps": [
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{
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"description": "Select a customer for whom this invoice is being prepared.",
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"fieldname": "customer",
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"fieldtype": "Link",
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"has_next_condition": 1,
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"is_table_field": 0,
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"label": "Customer",
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"next_step_condition": "eval: doc.customer",
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"position": "Right",
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"title": "Select Customer"
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},
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{
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"child_doctype": "Sales Invoice Item",
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"description": "Select item that you have sold along with quantity and rate.",
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"fieldname": "items",
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"fieldtype": "Table",
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"has_next_condition": 0,
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"is_table_field": 0,
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"parent_fieldname": "items",
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"position": "Top",
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"title": "Select Item"
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}
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],
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"title": "Sales Invoice"
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}
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@ -2,9 +2,11 @@
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"creation": "2021-11-23 12:00:36.138824",
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"docstatus": 0,
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"doctype": "Form Tour",
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"first_document": 0,
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"idx": 0,
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"include_name_field": 0,
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"is_standard": 1,
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"modified": "2021-11-23 12:02:48.010298",
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"modified": "2023-05-23 12:51:48.684517",
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"modified_by": "Administrator",
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"module": "Selling",
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"name": "Quotation",
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@ -14,51 +16,43 @@
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"steps": [
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{
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"description": "Select a customer or lead for whom this quotation is being prepared. Let's select a Customer.",
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"field": "",
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"fieldname": "quotation_to",
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"fieldtype": "Link",
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"has_next_condition": 0,
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"is_table_field": 0,
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"label": "Quotation To",
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"parent_field": "",
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"position": "Right",
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"title": "Quotation To"
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},
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{
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"description": "Select a specific Customer to whom this quotation will be sent.",
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"field": "",
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"fieldname": "party_name",
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"fieldtype": "Dynamic Link",
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"has_next_condition": 0,
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"is_table_field": 0,
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"label": "Party",
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"parent_field": "",
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"position": "Right",
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"title": "Party"
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},
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{
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"child_doctype": "Quotation Item",
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"description": "Select an item for which you will be quoting a price.",
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"field": "",
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"fieldname": "items",
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"fieldtype": "Table",
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"has_next_condition": 0,
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"is_table_field": 0,
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"label": "Items",
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"parent_field": "",
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"parent_fieldname": "items",
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"position": "Bottom",
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"title": "Items"
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},
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{
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"description": "You can select pre-populated Sales Taxes and Charges from here.",
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"field": "",
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"fieldname": "taxes",
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"fieldtype": "Table",
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"has_next_condition": 0,
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"is_table_field": 0,
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"label": "Sales Taxes and Charges",
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"parent_field": "",
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"position": "Bottom",
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"title": "Sales Taxes and Charges"
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}
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@ -25,7 +25,7 @@
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"documentation_url": "https://docs.erpnext.com/docs/v14/user/manual/en/setting-up/company-setup",
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"idx": 0,
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"is_complete": 0,
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"modified": "2023-05-20 19:45:03.936741",
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"modified": "2023-05-23 13:20:19.703506",
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"modified_by": "Administrator",
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"module": "Setup",
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"name": "Home",
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@ -38,10 +38,7 @@
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"step": "Create a Customer"
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},
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{
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"step": "Create a Supplier"
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},
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{
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"step": "Create a Quotation"
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"step": "Create Your First Sales Invoice"
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}
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],
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"subtitle": "Item, Customer, Supplier and Quotation",
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@ -9,7 +9,7 @@
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"is_complete": 0,
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"is_single": 0,
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"is_skipped": 0,
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"modified": "2023-05-16 20:01:34.202622",
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"modified": "2023-05-23 12:45:55.138580",
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"modified_by": "Administrator",
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"name": "Create a Customer",
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"owner": "Administrator",
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@ -11,7 +11,7 @@
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"is_complete": 0,
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"is_single": 0,
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"is_skipped": 0,
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"modified": "2023-05-16 12:56:40.355878",
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"modified": "2023-05-23 12:43:08.484206",
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"modified_by": "Administrator",
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"name": "Create an Item",
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"owner": "Administrator",
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@ -0,0 +1,20 @@
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{
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"action": "Create Entry",
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"creation": "2020-05-14 17:48:21.019019",
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"description": "# All about sales invoice\n\nA Sales Invoice is a bill that you send to your Customers against which the Customer makes the payment. Sales Invoice is an accounting transaction. On submission of Sales Invoice, the system updates the receivable and books income against a Customer Account.",
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"docstatus": 0,
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"doctype": "Onboarding Step",
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"idx": 0,
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"is_complete": 0,
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"is_single": 0,
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"is_skipped": 0,
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"modified": "2023-05-22 21:20:15.589644",
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"modified_by": "Administrator",
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"name": "Create Your First Sales Invoice",
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"owner": "Administrator",
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"reference_document": "Sales Invoice",
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"show_form_tour": 1,
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"show_full_form": 1,
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"title": "Create Your First Sales Invoice ",
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"validate_action": 1
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}
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