fix: replace quotation with invoice in first onboarding (backport #35389) (#35394)

fix: replace quotation with invoice in first onboarding (#35389)

(cherry picked from commit b0eb72ffac)

Co-authored-by: Ankush Menat <ankush@frappe.io>
This commit is contained in:
mergify[bot]
2023-05-23 15:36:56 +05:30
committed by GitHub
parent 88ecc933f7
commit 9b9772eb14
6 changed files with 68 additions and 16 deletions

View File

@@ -0,0 +1,41 @@
{
"creation": "2023-05-23 09:58:17.235916",
"docstatus": 0,
"doctype": "Form Tour",
"first_document": 0,
"idx": 0,
"include_name_field": 0,
"is_standard": 1,
"modified": "2023-05-23 13:10:56.227127",
"modified_by": "Administrator",
"module": "Accounts",
"name": "Sales Invoice",
"owner": "Administrator",
"reference_doctype": "Sales Invoice",
"save_on_complete": 1,
"steps": [
{
"description": "Select a customer for whom this invoice is being prepared.",
"fieldname": "customer",
"fieldtype": "Link",
"has_next_condition": 1,
"is_table_field": 0,
"label": "Customer",
"next_step_condition": "eval: doc.customer",
"position": "Right",
"title": "Select Customer"
},
{
"child_doctype": "Sales Invoice Item",
"description": "Select item that you have sold along with quantity and rate.",
"fieldname": "items",
"fieldtype": "Table",
"has_next_condition": 0,
"is_table_field": 0,
"parent_fieldname": "items",
"position": "Top",
"title": "Select Item"
}
],
"title": "Sales Invoice"
}

View File

@@ -2,9 +2,11 @@
"creation": "2021-11-23 12:00:36.138824", "creation": "2021-11-23 12:00:36.138824",
"docstatus": 0, "docstatus": 0,
"doctype": "Form Tour", "doctype": "Form Tour",
"first_document": 0,
"idx": 0, "idx": 0,
"include_name_field": 0,
"is_standard": 1, "is_standard": 1,
"modified": "2021-11-23 12:02:48.010298", "modified": "2023-05-23 12:51:48.684517",
"modified_by": "Administrator", "modified_by": "Administrator",
"module": "Selling", "module": "Selling",
"name": "Quotation", "name": "Quotation",
@@ -14,51 +16,43 @@
"steps": [ "steps": [
{ {
"description": "Select a customer or lead for whom this quotation is being prepared. Let's select a Customer.", "description": "Select a customer or lead for whom this quotation is being prepared. Let's select a Customer.",
"field": "",
"fieldname": "quotation_to", "fieldname": "quotation_to",
"fieldtype": "Link", "fieldtype": "Link",
"has_next_condition": 0, "has_next_condition": 0,
"is_table_field": 0, "is_table_field": 0,
"label": "Quotation To", "label": "Quotation To",
"parent_field": "",
"position": "Right", "position": "Right",
"title": "Quotation To" "title": "Quotation To"
}, },
{ {
"description": "Select a specific Customer to whom this quotation will be sent.", "description": "Select a specific Customer to whom this quotation will be sent.",
"field": "",
"fieldname": "party_name", "fieldname": "party_name",
"fieldtype": "Dynamic Link", "fieldtype": "Dynamic Link",
"has_next_condition": 0, "has_next_condition": 0,
"is_table_field": 0, "is_table_field": 0,
"label": "Party", "label": "Party",
"parent_field": "",
"position": "Right", "position": "Right",
"title": "Party" "title": "Party"
}, },
{ {
"child_doctype": "Quotation Item", "child_doctype": "Quotation Item",
"description": "Select an item for which you will be quoting a price.", "description": "Select an item for which you will be quoting a price.",
"field": "",
"fieldname": "items", "fieldname": "items",
"fieldtype": "Table", "fieldtype": "Table",
"has_next_condition": 0, "has_next_condition": 0,
"is_table_field": 0, "is_table_field": 0,
"label": "Items", "label": "Items",
"parent_field": "",
"parent_fieldname": "items", "parent_fieldname": "items",
"position": "Bottom", "position": "Bottom",
"title": "Items" "title": "Items"
}, },
{ {
"description": "You can select pre-populated Sales Taxes and Charges from here.", "description": "You can select pre-populated Sales Taxes and Charges from here.",
"field": "",
"fieldname": "taxes", "fieldname": "taxes",
"fieldtype": "Table", "fieldtype": "Table",
"has_next_condition": 0, "has_next_condition": 0,
"is_table_field": 0, "is_table_field": 0,
"label": "Sales Taxes and Charges", "label": "Sales Taxes and Charges",
"parent_field": "",
"position": "Bottom", "position": "Bottom",
"title": "Sales Taxes and Charges" "title": "Sales Taxes and Charges"
} }

View File

@@ -25,7 +25,7 @@
"documentation_url": "https://docs.erpnext.com/docs/v14/user/manual/en/setting-up/company-setup", "documentation_url": "https://docs.erpnext.com/docs/v14/user/manual/en/setting-up/company-setup",
"idx": 0, "idx": 0,
"is_complete": 0, "is_complete": 0,
"modified": "2023-05-20 19:45:03.936741", "modified": "2023-05-23 13:20:19.703506",
"modified_by": "Administrator", "modified_by": "Administrator",
"module": "Setup", "module": "Setup",
"name": "Home", "name": "Home",
@@ -38,10 +38,7 @@
"step": "Create a Customer" "step": "Create a Customer"
}, },
{ {
"step": "Create a Supplier" "step": "Create Your First Sales Invoice"
},
{
"step": "Create a Quotation"
} }
], ],
"subtitle": "Item, Customer, Supplier and Quotation", "subtitle": "Item, Customer, Supplier and Quotation",

View File

@@ -9,7 +9,7 @@
"is_complete": 0, "is_complete": 0,
"is_single": 0, "is_single": 0,
"is_skipped": 0, "is_skipped": 0,
"modified": "2023-05-16 20:01:34.202622", "modified": "2023-05-23 12:45:55.138580",
"modified_by": "Administrator", "modified_by": "Administrator",
"name": "Create a Customer", "name": "Create a Customer",
"owner": "Administrator", "owner": "Administrator",

View File

@@ -11,7 +11,7 @@
"is_complete": 0, "is_complete": 0,
"is_single": 0, "is_single": 0,
"is_skipped": 0, "is_skipped": 0,
"modified": "2023-05-16 12:56:40.355878", "modified": "2023-05-23 12:43:08.484206",
"modified_by": "Administrator", "modified_by": "Administrator",
"name": "Create an Item", "name": "Create an Item",
"owner": "Administrator", "owner": "Administrator",

View File

@@ -0,0 +1,20 @@
{
"action": "Create Entry",
"creation": "2020-05-14 17:48:21.019019",
"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.",
"docstatus": 0,
"doctype": "Onboarding Step",
"idx": 0,
"is_complete": 0,
"is_single": 0,
"is_skipped": 0,
"modified": "2023-05-22 21:20:15.589644",
"modified_by": "Administrator",
"name": "Create Your First Sales Invoice",
"owner": "Administrator",
"reference_document": "Sales Invoice",
"show_form_tour": 1,
"show_full_form": 1,
"title": "Create Your First Sales Invoice ",
"validate_action": 1
}