ERPnext customization -- 2

Job ID: 37261244

Budget: $30 – $250 USD

Custom doctypes are already created.

As for the project:
Doctypes need to be select-able from a task.

NOTE doctypes (multiple kinds) and Standard Custom doctypes (multiple kinds)

Only one doctype can be selected per Task.

User steps...
From a created project, user can create a task. From that task the user can select a doctype and create a new doctype record.

For NOTE doctypes:
When the NOTE doctype is approved, these steps will be automatic:
- a new timesheet record will be created using the DATE, SELECT_AUTHOR, START_TIME and END_TIME fields on the NOTE doctype
- a new invoice record will be created using the SELECT_CPT (to match item which is already on item list), UNITS (for amount of quanity).

End Result:
From task, user can view related NOTE doctype, timesheet and sales invoice (all 1 to 1 relationships)
From NOTE doctype, user can view related timesheet, sales invoice and task (all 1 to 1 relationships)
From timesheet, user can view related NOTE doctype, sales invoice and task (all 1 to 1 relationships)
From Invoice, user can view related NOTE doctype, timesheet and task (all 1 to 1 relationships)

---

For all other custom doctypes

NO TIMESHEET and NO INVOICE will need to be created.

End Results:
From standard custom doctype, user can view related task
From task, user can view related custom doctype
Related categories: PHP Software Architecture CRM MySQL Salesforce.com