Introduction

In iVendNext, document titles serve as the primary identifier for transactions, making it easier to locate and manage records. However, default titles (e.g., "QUO-0001") may not always provide meaningful context. Customizing titles—such as including customer names, project codes, or dates—can significantly improve usability.

This guide explains how to tailor document titles dynamically, ensuring clarity and efficiency in daily operations.

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

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

• 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.

Conclusion

Custom document titles transform vague IDs into actionable insights, streamlining workflows in iVendNext. By leveraging dynamic fields, scripts, and linked data, businesses can create intuitive, search-friendly titles tailored to their needs.

Key Takeaways

✅ Use {braces} to reference fields in titles.
✅ Combine fixed and editable titles for flexibility.
✅ Test titles with real data before deployment.