Developer Doc: Auto-Creation of Sales Order from Service Orders

Auto-Creation of Sales Order from Service Orders

Purpose

This method enables automated Sales Order generation from one or more submitted Service Orders in a container logistics workflow using the make_sales_order() function.

Key Functions

create_sales_order(data)

• Parses JSON input (m_bl_no)
• Ensures all Service Orders are submitted
• Calls make_sales_order() if valid

make_sales_order(doc_type, doc_name, m_bl_no, manifest)

• Aggregates Service Orders by BL No & Manifest
• Collects customer, consignee, and charge details
• Creates Sales Order with computed line items

get_container_days_to_be_billed()

• Determines billable storage days from container based on destination and ICD settings
• Differentiates between single and double chargeable days

get_items()

• Maps services to storage items
• Calculates qty as billable days
• Skips invoiced days
• Generates item list for Sales Order

Customization Points

• ICD TZ Settings: Define storage_item_single_20ft, storage_item_double_40ft, charge ranges
• Container.container_dates: Must include is_billable, sales_invoice, etc.

DocTypes Used

• Service Order
• Sales Order
• Container
• ICD TZ Settings

Notes

• Ensure qty > 0 before inserting Sales Order items.
• Update link-back for traceability to the Service Order.
• Use @frappe.whitelist() to allow function triggering via JS or button.