Sales Invoice Hide extra fields and date read only

[Stk Intl Trading IT Manager Mahr Haider]

Dear All

• on Sales Invoice or on any document how to hide field for specific users, not for all as i mentioned in blue color in attached screen shot
• how to make doc date as read only, because no one can enter in back date.

Please help me

[Aditya Duggal]

Dear Haider,

Please note that to change the look and feel of any document on erpnext you can do the following:

1. On Desktop goto Setup
2. Select "Customize Forms"
3. Select Form Type, in your case it would be "Sales Invoice"
   
4. Here you would find a table with all the fields of the sales invoice listed this table is called "Fields"
   
5. Now I would just like to give a brief of all the fields in this table:

• "Label" : This is what you see on the form while entering
• "Type" : Various options available like text, currency etc you would need to find out what each type does. You should not change this unless you are very sure of what you are doing.
  
• "Name": This is the name of the field which is unique and is saved in the Backend Database of mysql.
• "Options": Again you won't need this and is again a deep subject.
• "Perm Level" : Now this is what would make the fields editable and readable only, this works in conjugation with the "Permissions Manager", ideally speaking this field if set to 0 would be editable by all and when set to 1 would only be readable.

Regarding your query:

If you want the fields to be only readable then change their perm level to 1 and it should be fine. But to make the fields only visible to some users and not to others you would have to play with the permissions manager and honestly that kind of thing is possible but is a bit confusing.

If any one can let us know how to selectively show some fields to users then it would be great as I am myself a bit confused with the perm level and its usage.

[Nabin Hait]

Dear Haider,

You can also look into this earlier post:

https://groups.google.com/forum/?fromgroups=#!search/Setup$20New$20Role$20by$20using$20the$20Perm$20Level/erpnext-user-forum/V8cncd3E71g/-T53IVxCIzYJ



--
Regards,
Nabin Hait

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[Rushabh Mehta]

Aditya,

Thanks for the detailed reply!

If any one can let us know how to selectively show some fields to users then it would be great as I am myself a bit confused with the perm level and its usage.

The way to show / hide fields is only via Roles. But remember you can also create your own roles and manage permissions.

best,

Rushabh

W: https://erpnext.com
T: @rushabh_mehta