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[Docs] Updated Documentations

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2018-02-23 07:27:03 +02:00
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6
foundation/www/docs/user/manual/en/customize-erpnext/articles/allow-fields-to-be-changed-after-submit.md
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@@ -13,17 +13,17 @@ Once document is submitted, fields are frozen, and no editing is allowd. Still t
In Customize Form, select Document Type (Quotation, Sales Order, Purchase Invoice Item etc.)
<img alt="select docytpe" class="screenshot" src="/docs/assets/img/articles/allow-on-submit-1.png">
<img alt="select docytpe" class="screenshot" src="{{docs_base_url}}/assets/img/articles/allow-on-submit-1.png">
#### Step 3: Edit Field Property
In the fields section, click on the Custom field and check the **Allow On Submit**.
<img alt="Check Allow on Submit" class="screenshot" src="/docs/assets/img/articles/allow-on-submit-2.png">
<img alt="Check Allow on Submit" class="screenshot" src="{{docs_base_url}}/assets/img/articles/allow-on-submit-2.png">
#### Step 3: Update Customize Form
<img alt="Update" class="screenshot" src="/docs/assets/img/articles/allow-on-submit-3.png">
<img alt="Update" class="screenshot" src="{{docs_base_url}}/assets/img/articles/allow-on-submit-3.png">
After updating Customize Form, you should reload your ERPNext account. Then check form, and field to confirm its editable in submitted form as well.

12
foundation/www/docs/user/manual/en/customize-erpnext/articles/child-table-.md
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@@ -7,28 +7,28 @@
This is how Quotation Item table renders value when Editable Grid is enabled. It will maximum list four columns in the table.
<img alt="Role Desk Permission" class="screenshot" src="/docs/assets/img/articles/child-1.png">
<img alt="Role Desk Permission" class="screenshot" src="{{docs_base_url}}/assets/img/articles/child-1.png">
As per the default setting, only four columns are listed in the child table. Following is how you can add more columns in the editable itself.
For the field to be added as a column in the table, enter a value in the Column field. Also, ensure that "Is List View" property is checked for that field.
<img alt="Role Desk Permission" class="screenshot" src="/docs/assets/img/articles/child-2.png">
<img alt="Role Desk Permission" class="screenshot" src="{{docs_base_url}}/assets/img/articles/child-2.png">
Based on the value in the Column field, columns will be added in the child table. Ensure that sum total of value added in the Column field doesn't exceed 10. Based on the Column value, width for that column will be set.
<img alt="Role Desk Permission" class="screenshot" src="/docs/assets/img/articles/child-3.png">
<img alt="Role Desk Permission" class="screenshot" src="{{docs_base_url}}/assets/img/articles/child-3.png">
**Switch to Un-editable Grid**
To have more values shown in the preview of Quotation Item table, you can disable Editable Grid for the Quotation Item Doctype. Steps below.
<img alt="Role Desk Permission" class="screenshot" src="/docs/assets/img/articles/child-4.gif">
<img alt="Role Desk Permission" class="screenshot" src="{{docs_base_url}}/assets/img/articles/child-4.gif">
Once Editable Grid is disabled for the Quotation Item, the following is how values will be rendered in a preview of the Quotation Item table.
<img alt="Role Desk Permission" class="screenshot" src="/docs/assets/img/articles/child-5.png">
<img alt="Role Desk Permission" class="screenshot" src="{{docs_base_url}}/assets/img/articles/child-5.png">
To have specific field's value shown in the preview, ensure that for that field, in the Customize Form tool, "In List View" property is checked.
<img alt="Role Desk Permission" class="screenshot" src="/docs/assets/img/articles/child-6.png">
<img alt="Role Desk Permission" class="screenshot" src="{{docs_base_url}}/assets/img/articles/child-6.png">

4
foundation/www/docs/user/manual/en/customize-erpnext/articles/creating-custom-link-field.md
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@@ -14,7 +14,7 @@ You can insert Custom Link Field by following steps below.
In Customize Form, select Document Type (Quotation, Sales Order, Purchase Invoice Item etc.). Once fields are updated in the accompanying table below, open a field above the one you wish to insert your Custom Field. Then click on "Insert Above" to insert the new Custom Field.
<img alt="Select Docytpe" class="screenshot" src="/docs/assets/img/articles/link-field-1.gif">
<img alt="Select Docytpe" class="screenshot" src="{{docs_base_url}}/assets/img/articles/link-field-1.gif">
####Step 4: Custom Field Values
@@ -25,6 +25,6 @@ To set field as Link, enter values as below.
1. Name: Desired name for the field
1. Options: Enter the name of the Doctype to which the field is linked
<img alt="Enter Values" class="screenshot" src="/docs/assets/img/articles/link-field-2.png">
<img alt="Enter Values" class="screenshot" src="{{docs_base_url}}/assets/img/articles/link-field-2.png">
<!-- markdown -->

4
foundation/www/docs/user/manual/en/customize-erpnext/articles/customizing-sorting-order-in-the-list-view.md
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@@ -13,13 +13,13 @@
Select document type for which Sort Order is to be customized.
<img alt="Sort Order field" class="screenshot" src="/docs/assets/img/articles/sort-order-2.png">
<img alt="Sort Order field" class="screenshot" src="{{docs_base_url}}/assets/img/articles/sort-order-2.png">
####Step 3: Update Sort Details
In the Customize Form, you will find these fields.
<img alt="Sort Order field" class="screenshot" src="/docs/assets/img/articles/sort-order-1.png">
<img alt="Sort Order field" class="screenshot" src="{{docs_base_url}}/assets/img/articles/sort-order-1.png">
1. Sort Field: Select field based on which sorting will be done. It will be "Item_Code" field in scenario.
2. Sort Order: Sort Order will be two possible options, **Asc** for ascending, and **Desc** for descending.

6
foundation/www/docs/user/manual/en/customize-erpnext/articles/deleting-custom-reports.md
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@@ -9,16 +9,16 @@ If there is a report custom report which needs to be deleted, it can be achieved
In the Awesome Bar, type and select "Report List" for an option.
<img alt="Report Search" class="screenshot" src="/docs/assets/img/articles/delete-report-1.png">
<img alt="Report Search" class="screenshot" src="{{docs_base_url}}/assets/img/articles/delete-report-1.png">
####Selecting and Deleting Report
The Report List will have all the standard and custom reports of your account. You can select Custom Report to be deleted from the list itself, and click on Delete icon.
<img alt="Report List" class="screenshot" src="/docs/assets/img/articles/delete-report-2.png">
<img alt="Report List" class="screenshot" src="{{docs_base_url}}/assets/img/articles/delete-report-2.png">
Or you can open that report, and delete it from File menu option.
<img alt="Report Delete" class="screenshot" src="/docs/assets/img/articles/delete-report-3.png">
<img alt="Report Delete" class="screenshot" src="{{docs_base_url}}/assets/img/articles/delete-report-3.png">
<!-- markdown -->

4
foundation/www/docs/user/manual/en/customize-erpnext/articles/disable-rounded-total.md
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@@ -3,7 +3,7 @@
All the sales transactions like Sales Order, Sales Invoice has Rounded Total in it. It calculated based on the value of Grand Total. Also Rounded Total is also visible in the Standard Print Formats.
<img alt="Print Preview" class="screenshot" src="/docs/assets/img/articles/hide-rounded-total-1.png">
<img alt="Print Preview" class="screenshot" src="{{docs_base_url}}/assets/img/articles/hide-rounded-total-1.png">
Follow steps given below to hide rounded total from Standard Print Formats, for all the sales transactions.
@@ -15,7 +15,7 @@ Follow steps given below to hide rounded total from Standard Print Formats, for
Check Disable Rounded Total, and Save Global Defaults.
<img alt="Print Preview" class="screenshot" src="/docs/assets/img/articles/hide-rounded-total-2.png">
<img alt="Print Preview" class="screenshot" src="{{docs_base_url}}/assets/img/articles/hide-rounded-total-2.png">
For system to take effect of this setting, you should clear cache and refresh your ERPNext account. Then your print formats shall not render value for the Rounded Total in the print formats.

6
foundation/www/docs/user/manual/en/customize-erpnext/articles/fetching-data-from-a-document.md
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@@ -9,12 +9,12 @@ For example, if you want Customer's PO No. and PO Date to be fetched from Sales
Sales Order (standard fields)
<img class="screenshot" alt="Standard fields in Sales Order" src="/docs/assets/img/articles/fetching-1.png">
<img class="screenshot" alt="Standard fields in Sales Order" src="{{docs_base_url}}/assets/img/articles/fetching-1.png">
Sales Invoice (custom fields)
<img class="screenshot" alt="Custom Field in Sales Invoice" src="/docs/assets/img/articles/fetching-2.png">
<img class="screenshot" alt="Custom Field in Sales Invoice" src="{{docs_base_url}}/assets/img/articles/fetching-2.png">
Since names for the Customer's PO related fields are same in the Sales Order and Sales Invoice, when creating Sales Invoice from the Sales Order, values in these fields are auto-fetched.
<img class="screenshot" alt="Values fetching from Sales Order to Sales Invoice" src="/docs/assets/img/articles/fetching-3.gif">
<img class="screenshot" alt="Values fetching from Sales Order to Sales Invoice" src="{{docs_base_url}}/assets/img/articles/fetching-3.gif">

4
foundation/www/docs/user/manual/en/customize-erpnext/articles/increase-max-attachments.md
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@@ -11,13 +11,13 @@ Let's assume we need to update Max Attachment for Quotation to five.
#### Step 2: Select Document Type
<img alt="Select Doctype" class="screenshot" src="/docs/assets/img/articles/max-attachment-1.png">
<img alt="Select Doctype" class="screenshot" src="{{docs_base_url}}/assets/img/articles/max-attachment-1.png">
#### Step 3: Set Limit
Set Maximum Attachments as five.
<img alt="Set Max Attachment" class="screenshot" src="/docs/assets/img/articles/max-attachment-2.png">
<img alt="Set Max Attachment" class="screenshot" src="{{docs_base_url}}/assets/img/articles/max-attachment-2.png">
After update Max Attachments, Update Customization Form. Reload your ERPNext account and then check specific Quotation to confirm if Max Attachment limit is applied.

4
foundation/www/docs/user/manual/en/customize-erpnext/articles/make-field-visible-in-print-format.md
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@@ -15,13 +15,13 @@ Go to:
As per our scenario, Sales Order will be selected as Document Type.
field-visible-2.gif
<img alt="Document Type" class="screenshot" src="/docs/assets/img/articles/print-visible-1.png">
<img alt="Document Type" class="screenshot" src="{{docs_base_url}}/assets/img/articles/print-visible-1.png">
#### Step 3: Uncheck Print Hide
click to open field to be made visible in the Standard Print Format. Uncheck **Print Hide** field.
<img alt="Uncheck Print Hide " class="screenshot" src="/docs/assets/img/articles/print-visible-2.gif">
<img alt="Uncheck Print Hide " class="screenshot" src="{{docs_base_url}}/assets/img/articles/print-visible-2.gif">
#### Step 4: Update

8
foundation/www/docs/user/manual/en/customize-erpnext/articles/managing-dynamic-link-fields.md
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@@ -13,7 +13,7 @@ Below are the steps to insert Custom Dynamic Field. For an instance, we will ins
Firstly we will create a link field which will be linked to the Doctype.
<img alt="Custom Link Field" class="screenshot" src="/docs/assets/img/articles/dynamic-field-1.gif">
<img alt="Custom Link Field" class="screenshot" src="{{docs_base_url}}/assets/img/articles/dynamic-field-1.gif">
By **Doctype** mentioned in the Option field, we mean parent Doctype. So, just like Quotation is one Doctype, which has multiple Quotation under it. Same way, Doctype is also a Doctype which has Sales Order, Purchase Order and other doctypes created as Doctype records.
@@ -28,17 +28,17 @@ By **Doctype** mentioned in the Option field, we mean parent Doctype. So, just l
So linking this field with parent Doctype will list all the Doctype records.
<img alt="journal Voucher Link Field" class="screenshot" src="/docs/assets/img/articles/dynamic-field-2.png">
<img alt="journal Voucher Link Field" class="screenshot" src="{{docs_base_url}}/assets/img/articles/dynamic-field-2.png">
#### Step 2: Insert Dynamic Link Field
This custom field's type will be "Dynamic Link". In the Option field, name of Doctype link field will be mentioned.
<img alt="Custom Dynamic Field" class="screenshot" src="/docs/assets/img/articles/dynamic-field-3.gif">
<img alt="Custom Dynamic Field" class="screenshot" src="{{docs_base_url}}/assets/img/articles/dynamic-field-3.gif">
This field will allow selecting document id, based on value selected in the Doctype link field. For example, if we select Sales Order in the prior field, Dynamic Link field will list all the Sales Orders ids.
<img alt="Custom Dynamic Field" class="screenshot" src="/docs/assets/img/articles/dynamic-field-4.gif">
<img alt="Custom Dynamic Field" class="screenshot" src="{{docs_base_url}}/assets/img/articles/dynamic-field-4.gif">
<div class="well">
**Customizing options in the Doctype Link field**

2
foundation/www/docs/user/manual/en/customize-erpnext/articles/module-visibility.md
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@@ -7,7 +7,7 @@ As step zero, ensure that you have "Website Manager" role assigned. It is a stan
If module is hidden in-spite of assignment of required Role, then you should check if Website is not disabled from All Application.
<img alt="All Applications" class="screenshot" src="/docs/assets/img/articles/module-visibility-1.gif">
<img alt="All Applications" class="screenshot" src="{{docs_base_url}}/assets/img/articles/module-visibility-1.gif">
If Website is checked in All Application, but still not visible for the User, check if is hidden by System Manager. In the Setup module, feature called Show/Hide Modules allows System Manager to hide specific module from all the Users.

4
foundation/www/docs/user/manual/en/customize-erpnext/articles/search-record-by-specific-field.md
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@@ -17,12 +17,12 @@ Let's assume that while creating Sales Invoice, you wish to see Serial No result
Update Warehouse field name in the Search By field.
<img alt="Search By in Customize Form" class="screenshot" src="/docs/assets/img/articles/search-by-1.png">
<img alt="Search By in Customize Form" class="screenshot" src="{{docs_base_url}}/assets/img/articles/search-by-1.png">
#### Searching in Another Record.
While creating transaction, to get filtered result for Customer, you should firstly click on search magnifier.
<img alt="Search By in Customize Form" class="screenshot" src="/docs/assets/img/articles/search-by-2.png">
<img alt="Search By in Customize Form" class="screenshot" src="{{docs_base_url}}/assets/img/articles/search-by-2.png">
<!-- markdown -->

10
foundation/www/docs/user/manual/en/customize-erpnext/articles/set-language.md
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@@ -9,13 +9,13 @@ Following are the steps to set language in your ERPNext account.
#### 1.1 Go to My Setting
<img alt="My Setting" class="screenshot" src="/docs/assets/img/articles/change-language-1.png">
<img alt="My Setting" class="screenshot" src="{{docs_base_url}}/assets/img/articles/change-language-1.png">
#### 1.2 Select Language
<img alt="Select Language" class="screenshot" src="/docs/assets/img/articles/change-language-2.png">
<img alt="Select Language" class="screenshot" src="{{docs_base_url}}/assets/img/articles/change-language-2.png">
<img alt="Select Language" class="screenshot" src="/docs/assets/img/articles/set-language-1.gif">
<img alt="Select Language" class="screenshot" src="{{docs_base_url}}/assets/img/articles/set-language-1.gif">
#### 1.3 Save User
@@ -31,13 +31,13 @@ Being a System Manager, you can set language in other user's master as well.
#### Set Language
<img alt="Global Language" class="screenshot" src="/docs/assets/img/articles/change-language-3.png">
<img alt="Global Language" class="screenshot" src="{{docs_base_url}}/assets/img/articles/change-language-3.png">
#### Save
Save System Settings, and refresh your EPRNext account. On refreshing, you should language in your ERPNext account changed as per your preference.
<img alt="Select Language" class="screenshot" src="/docs/assets/img/articles/set-language-2.gif">
<img alt="Select Language" class="screenshot" src="{{docs_base_url}}/assets/img/articles/set-language-2.gif">
Note: For now, we have translation available only for few languages. You can contribute to make translation better, and add new languages from [here](https://translate.erpnext.com).
<!-- markdown -->

4
foundation/www/docs/user/manual/en/customize-erpnext/articles/set-precision.md
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@@ -9,11 +9,11 @@ To change the precision globally, go to:
`Setup > Settings > System Settings`.
<img alt="Global Precision" class="screenshot" src="/docs/assets/img/articles/precision-1.png">
<img alt="Global Precision" class="screenshot" src="{{docs_base_url}}/assets/img/articles/precision-1.png">
You can also set field specific precision. To do that go to `Setup > Customize > Customize Form` and select the DocType there. Then go to the specific field row and change precision. Precision field is only visible if field-type is one of the Float, Currency and Percent.
<img alt="Field-wise Precision" class="screenshot" src="/docs/assets/img/articles/precision-2.png">
<img alt="Field-wise Precision" class="screenshot" src="{{docs_base_url}}/assets/img/articles/precision-2.png">
<!-- markdown -->

4
foundation/www/docs/user/manual/en/customize-erpnext/articles/user-restriction.md
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@@ -11,10 +11,10 @@ Following are the steps to restrict User to a document based on Owner/creator.
Select Document Type for which you want to set user permission. After permissions are loaded for selected document, scroll to role for which you want to set restriction.
<img alt="Sales Order" class="screenshot" src="/docs/assets/img/articles/owner-restriction-1.png">
<img alt="Sales Order" class="screenshot" src="{{docs_base_url}}/assets/img/articles/owner-restriction-1.png">
#### Step 3: Apply User Permission
For Role to be restricted (Sales User in this case), check "If Owner".
<img alt="S" class="screenshot" src="/docs/assets/img/articles/owner-restriction-2.png">
<img alt="S" class="screenshot" src="{{docs_base_url}}/assets/img/articles/owner-restriction-2.png">