Customizing Data Flow with Linked Masters

Customizing Data Flow with Linked Masters

Overview

This article gives you an overview of how iVendNext's Linked Masters feature streamlines data flow between related documents.



1. Understanding Linked Masters

Core Concepts

  • Master Data: Authoritative source records (Items, Customers, Suppliers)

  • Linked Documents: Transactions referencing masters (Orders, Invoices)

  • Data Flow: Automatic field population and validation


Common Use Cases

  • Auto-populating customer details in sales orders

  • Pulling item specifications into purchase orders

  • Syncing project details across multiple transactions



2. Setting Up Master-Link Relationships

Step-by-Step Configuration

  1. Identify Master DocTypes (e.g., "Customer Master")

  2. Create Link Fields in transaction documents:


# Field definition example

{

  "fieldname": "customer",

  "fieldtype": "Link",

  "options": "Customer",

  "label": "Customer"

}


  1. Configure Auto-Fetch Rules:

    • Field mappings

    • Default values

    • Validation conditions


Field Mapping Matrix

Master Field

Target Document

Sync Behavior

Customer.credit_limit

Sales Order

Block if order exceeds limit

Item.stock_uom

Purchase Receipt

Auto-convert quantities

Supplier.payment_terms

Purchase Invoice

Set default terms



3. Advanced Data Flow Techniques

Dynamic Field Population

// Example: Fetch shipping address when customer changes

frappe.ui.form.on('Sales Order', {

    customer: function(frm) {

        frappe.call({

            method: 'erpnext.accounts.doctype.customer.customer.get_customer_details',

            args: { customer: frm.doc.customer },

            callback: function(r) {

                frm.set_value('shipping_address', r.message.shipping_address);

            }

        });

    }

});


Cross-Document Validation

  • Prevent orders for inactive items

  • Enforce territory-specific pricing rules

  • Validate against customer credit limits



4. Real-World Implementation Examples

Inventory Procurement Workflow

  1. Purchase Request (Links to Item Master)

  2. Purchase Order (Auto-fetches supplier details)

  3. Purchase Receipt (Validates against item specs)


Sales Process Automation

  1. Quotation (Customer master data)

  2. Sales Order (Pricing, terms)

  3. Delivery Note (Shipping instructions)



5. Troubleshooting & Optimization

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


Common Issues

  • Broken Links: Implement referential integrity checks

  • Sync Failures: Audit field mappings

  • Performance: Index frequently queried fields



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