Fetching Bank Details On Any Doctypes:

Sometimes it is important that bank details of customer or supplier to be mentioned on some of the documents where it does not appear by default.

Prerequisites

• Bank

• Bank Account

|| Note: Quotation doctype is taken as example here, but the steps can be used for any doctype.

| Open Quotation>> Click on List(...)>> Customize>> Add Row(in Fields)>> Define the values>> Update
Bank details on quotation doctypes can be fetched by using following steps:

1. Step1: Open the doctype, on which you want to fetch the values of bank account details. Go to customize to add the required fields.

1. Step2: Add the new field Bank Account and provide the values as shown in below image.

1. Step3: Add the field for the remaining details related to bank account and provide the relevant values

++This step demands high accuracy and precision while entering the values. So, be very careful in this step.++

1. Step4: Define the value in the option for Data type field by 'edit' against the relevant field. Below is the image as exemplary for the field "Bank Account Number".

++ While entering the option value, make sure to all characters must be in lowercase and name of interlinking tag must be replica of that field name. ++

1. Step5: Update the page. Now you will achieve the desired field on the doctype.