Overview

Document titles in iVendNext help identify and manage transactions.

Default titles like “QUO-0001” lack context, but adding customer names, dates, or codes makes them clearer and more useful. This article shows how to customize them dynamically.

Why Customize Document Titles?

Default titles like "SINV-2023-001" are functional but lack descriptive value. Custom titles help:

• Improve searchability: Quickly identify documents by key attributes (e.g., "PO for ABC Corp – 15-May-2024").

• Enhance reporting: Group documents by customer, project, or status.

• Reduce errors: Minimize confusion in high-volume workflows (e.g., quotations for the same customer).

How to Customize Titles in iVendNext

1. Setting Up Title Fields

From iVendNext 6.0 onwards, all transactions include a 'Title' property. If absent, add a custom field:

1. Navigate to:

Setup > Customize > Customize Form  

2. Select the form (e.g., Quotation, Sales Invoice).

3. Add a Text or Read-Only field labeled "Title".

4. Save the changes.

2. Defining Dynamic Titles

Use Python-style string formatting to auto-generate titles from document fields.

Example: Include customer name and date in a Quotation title:

1. Edit the Title Field in the form.

2. In the Default or Options field, enter:

{customer_name} – Quotation #{naming_series}  

• {customer_name} fetches the linked customer’s name.

• {naming_series} pulls the auto-generated ID (e.g., "QUO-0005").

3. Save and refresh the form.

Result: Titles will display as "ABC Corp – Quotation #QUO-0005".

3. Fixed vs. Editable Titles

• Editable Titles: Users can modify the default title by clicking the document header.

• Fixed Titles: Automatically update when referenced fields change.

• To enforce fixed titles, use the Options property with a script or formula.

Advanced Customization

1. Using Custom Scripts for Titles

For complex logic (e.g., titles based on multiple conditions), use Client Scripts:

// Example: Set Quotation title to include status  

cur_frm.cscript.refresh = function(doc) {  

    if (doc.status === 'Approved') {  

        doc.title = `APPROVED – ${doc.customer_name}`;  

    }  

};  

2. Fetching Data from Linked Masters

To include data from linked documents (e.g., terms from a Contract):

1. Add a Link Field (e.g., contract_id).

2. Reference it in the title:

{contract_id} – {customer_name}  

Best Practices

Here’s a quick look at some of the best practices for customizing Document Titles.

1. Keep Titles Concise: Prioritize key fields (e.g., customer, date, type).

2. Standardize Formats: Use consistent patterns across DocTypes (e.g., {project_code}_{date}).

3. Test Thoroughly: Verify titles update correctly when linked fields change.

Troubleshooting

Here’s a quick look at some common issues you might run into.

• Title Not Updating? Check field names for typos (e.g., customer_name vs. customer).

• Permission Issues: Ensure users have edit rights to the Title Field.