Hello everyone. I did a quick search and this idea is already discussed on some level such as payslip. I dont know how hard this would be to implement. But i wanted to discuss it atleast.
My idea is to have formula/logics/number etc saved in form defaults, id of every field visible and calculation could be done by calling value from other fields. (example field.qty or customfield.xyz).
This way we can automatically select tax code for different customers. Lets say different tax codes apply to customers of different territory. Then creating a Territory custom field with placement at Customer and Sales invoice will automatically fill the territory of Customer(which is already possible with current custom fields) and then the tax code could be filled automatically when the output of custom field matches the logic/formula of tax code field.
Can help in discounts/pricing levels for different types of customer.
Can help in deductions/withholdings for different percentages and amounts on invoices and payslip level.
Option to make fields uneditable. so not everyone could change the values on field.
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There’s already an idea regarding locking certain fields:
Option to make some fields mandatory for data integrity
As far as “formulas” go, there are no database formulas, the only thing that users can do for custom calculations is to use Custom Themes
which are now an Obsolete Feature
.
It’s good to know that Themes will remain available until an alternative is introduced.
This idea is about mandatory fields. My suggestion was to make some field uneditable. Like grayed out field. it should fetch info from somewhere else but cant be edited. (Example custom fields placed at both customer and invoice level.)