Key Customizations and Enhancements

1. Multicurrency Support

Managing transactions across multiple currencies posed significant challenges. To address this:

• We developed several reports tailored to identify and resolve multicurrency discrepancies.
• Customizations were implemented across key doctypes such as Journal Entry and Payment Entry to ensure accurate currency conversion and consistency in financial records.
• These adjustments provided clarity in transactions and streamlined operations for different companies using different currencies within same site.

2. Purchase and Sales Invoice Linkage

Enhancements were made to streamline workflows between purchase and sales invoices:

• Items from purchase invoices can now be fetched into sales invoices, and vice versa.
• The customization also tracks the remaining quantities to be fetched for future transactions, mirroring the functionality seen in stock entries for material transfers.
• These features are to be shipped to the app with plans for automated testing.

3 Shipping and Tracking Enhancements

To facilitate tracking the shipping process:

• New fields were added to the Sales Invoice doctype to monitor shipping progress.
• Days are updated dynamically, and links to related purchase and sales invoices ensure comprehensive tracking.
• This feature improves transparency in the logistics and fulfillment processes

4. Sales Shipment Cost Doctype

A new doctype, Sales Shipment Cost, was introduced:

• This doctype manages the costs associated with sales invoices.
• It updates the rates but ensures this action can only be performed while the sales invoice is in draft status, maintaining data integrity.

5. Manufacturing and Subcontracting(Work In Progress)

Customizations were made to enhance manufacturing workflows:

• Support for both subcontracting and in-house manufacturing was implemented.
• Subcontracting processes were enhanced to allow creating invoices for subcontracted work.

6. Vehicle Management

To improve tracking and documentation of vehicles:

• The Serial No doctype was customized to include additional fields like Engine Number.
• This allowed for more detailed tracking and reporting of vehicle-related data.

7. Alternative UOM (Unit of Measurement)

The need to manage quantities in alternative units like cartons and containers was a challenge:

• Customizations were applied across various doctypes to accommodate these alternative UOMs.
• This allowed users to enter and track quantities seamlessly in non-standard units, catering to industry-specific requirements.

8. Invoice Numbering

A requirement for unique invoice numbering per year and per company was implemented:

• A customization ensures that each company's invoices follow a sequential numbering format, resetting annually.
• This was crucial for internal tracking.

9. Print Formats

To cater to company-specific needs, we developed customized print formats:

• Footwear and Vehicle companies received unique print formats tailored to their operational and branding requirements.

10. Permissions and Access Restrictions

To manage access control and restrictions effectively:

• Duplicate doctypes were created to handle specific cases, such as allowing users to update dates without affecting core permissions.
• This approach ensured strict adherence to access policies while allowing flexibility for certain user roles.

More Issues both epending and closed can be found here

License

agpl-3.0