iVendNext helps streamline your work by tracking document changes and automating routine tasks. This guide covers key features like change logs, auto-repeat documents, and quick-entry forms to simplify complex workflows.
Some of the key features are:
Scenario: Track all modifications to Purchase Orders.
Go to Customize Form > Select Purchase Order.
Under More Properties, check Track Changes.
Save and reload the form.
Result:
All edits (fields modified, old/new values) are logged in the View Change Log section.
Users with permissions can see who made changes and when.
Scenario: Auto-generate a monthly Rent Invoice.
Open the document (e.g., Invoice) and click Menu (…) > Auto Repeat.
Configure:
Frequency: Monthly.
Start/End Dates.
Notify Users: Email alerts upon generation.
Save.
Note: Ensure Allow Auto-Repeat is enabled in Customize Form for the DocType.
Scenario: Create a pop-up form for fast Journal Entry creation.
In Customize Form > Journal Entry, check Quick Entry.
Update the form.
Now, when creating a Journal Entry from another document, a compact form pops up with only essential fields.
Tip: Combine this with Default Values (e.g., auto-fill "Posting Date" = today).
Use Client Scripts to auto-populate fields based on triggers. Example: Set "Due Date" to 30 days after "Posting Date":
ivendnext.ui.form.on("Invoice", {
posting_date: function(frm) {
if (frm.doc.posting_date) {
const due_date = frappe.datetime.add_days(frm.doc.posting_date, 30);
frm.set_value("due_date", due_date);
}
}
});
Pair these features with iVendNext Workflows to:
Auto-assign tasks when documents are created.
Send approval requests after specific field changes.
Here’s a quick look at some common issues you might run into.
Some of the best practices are:
Test in Sandbox: Verify automations with sample data before production.
Document Rules: Maintain a guide for team members on how automations function.
Monitor Logs: Review Auto-Repeat and Track Changes logs periodically for discrepancies.