Momscode-Engiqo Print and Customization

General Points :

1. Configured the Print format for Sales Invoice, Purchase Order, Quotation, Proforma Invoice, Credit Note/Debit Note.

2. The PDF button is used to take a print.

3. The logo needs to be added in the File List.

4. Modern is the print style used.

5. The Draft heading is visible on the right side of the print when the document is in Draft state.

customization of Proforma Invoice :

1. A button has been created in the Sales Order, and upon clicking it, a Proforma Invoice is generated.
2. Data from the Sales Order is automatically fetched into the Proforma Invoice document.
3. Bank details are added from the Bank Details document.(Mandatory)
4. Date is either the current date or a manually selected date (mandatory).
5. The visibility of taxes is determined based on the tax category specified in the Customer doctype.
6. The print format is configured, and the PDF button can be used to generate the print.

General Customization :

1. A custom doctype named Sales Type has been created, and an accounting dimension is set for it.
2. A field has also been added in the Sales Order doctype to link with Sales Type.
3. If the Order Type is ‘Project,’ then the Project field becomes mandatory; otherwise, it remains optional.

Purchase Order :

1. The Ref field refers to the Supplier Quotation Number.

2. The Part Number and Make are visible in the Item Description. These values are taken from the Item Master.

3. The Terms & Conditions are taken from the Terms and Conditions section in the Terms tab.

4. The visibility of tax is based on the tax category specified in the Supplier doctype.

Quotation :

1. The Custom Details tab contains Customer Ref No, Subject, Warranty Terms, Delivery Terms, Terms and Conditions, Delivery Time, and Payment Terms. These values are displayed in the print format.

2. The visibility of taxes is determined based on the tax category specified in the Customer doctype.

Sales Invoice :

1. Payment Terms are taken from the Terms and Conditions section in the Terms tab.

2. Bank Details are fetched from the Bank Details doctype given in the Print Format Info Tab.

3. The visibility of taxes in the Item Table is determined based on the tax category specified in the Customer doctype.

Debit Note :

1. The print format is configured for the Purchase Invoice doctype.

2. When the Return checkbox is clicked, a Debit Note is generated, and the print format becomes visible.

Credit Note :

1. The print format is configured for the Sales Invoice .

2. When the Return checkbox is clicked, a Credit Note is generated, and the print format becomes visible.