From d1416542a0932c0d63683714d9dbc60f6c0aeece Mon Sep 17 00:00:00 2001 From: Dominik Date: Sat, 8 Aug 2015 00:05:38 +0530 Subject: [PATCH] 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. --- .../selling/doctype/customer/customer.json | 564 ++++++++++++++++-- 1 file changed, 529 insertions(+), 35 deletions(-) diff --git a/erpnext/selling/doctype/customer/customer.json b/erpnext/selling/doctype/customer/customer.json index a3bcc8acb2..eea3f2ff14 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