Issues and Suggested Solutions in ERPNext

[rizwan100mu]

1. Optional Journal Entries for Linked Supplier and Customer

Issue:
When a Supplier and Customer are linked as the same entity in ERPNext, journal entries between them are generated automatically, which may not always be required.

Suggested Solution:
Provide an option to make such journal entries optional, allowing users to decide whether they should be created automatically or handled manually.

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2. Item-wise VAT Rounding Issue

Issue:
In KSA ZATCA Phase 2, VAT rates are restricted to 2 decimal places. This causes discrepancies where the sum of item-wise VAT amounts (rounded to 2 decimals) differs from the total invoice VAT, leading to invoice rejection by the ZATCA portal.

Suggested Solution:
Adjust the VAT calculation logic to ensure consistency between item-wise VAT amounts and the total invoice VAT, adhering to ZATCA's 2-decimal rounding requirement.

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3. Sales Invoice Cancellation and Stock Unlink Option

Issue:
Under ZATCA Phase 2 regulations, sales invoices cannot be canceled. However, items sold from stock cannot always be canceled or amended due to linked purchase receipts.

Suggested Solution:
Add an option in the Sales Invoice to "unlink item stock," allowing adjustments to be made without affecting the associated stock entries.

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4. Customer Type and VAT Information in Customer Module

Issue:
To meet ZATCA regulations, there is no clear distinction between B2B and B2C customers, and VAT-related information is not enforced for B2B customers.

Suggested Solution:

Add a checkbox in the Customer module to classify customers as either B2B or B2C.

If the customer is marked as B2B, make VAT-related fields (e.g., VAT number) mandatory.

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5. Shared Warehouse for Multiple Companies

Issue:
When multiple companies are set up in ERPNext, it can be challenging to manage warehouses that are shared across these companies.

Suggested Solution:
Provide an option to configure warehouses as "shared" across multiple companies, enabling seamless stock management and transactions for both entities.

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6. Company Abbreviation in Document IDs

Issue:
When multiple companies are used in ERPNext, it is difficult to identify documents associated with a specific company.

Suggested Solution:
Include the company abbreviation (abbr) in the IDs of all documents (e.g., Sales Invoices, Purchase Receipts) to ensure better identification and management of records across multiple companies.

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Let me know if additional formatting is needed!

[mihir-kandoi]

Would it be possible for you create 6 different issues for the same? Makes it easier to track.