Credit Days - End of month / End of next month

[Jev Björsell]

Hi,

Is there any way to set credit terms on a Supplier or Customer so that due dates for invoices get calculated as 'End of Next Month'. This is a common pattern for us, and I believe it is common for many other businesses.

If erpnext does not support this as standard, has any one implemented similar functionality as a customization?

Thank you,

-Jev

[Umair Sayyed]

Jev,

You can set Credit Days in Customer as well as in Supplier master.

When making (Sales/Purchase) Invoice, Due Date is updated based on Credit Days defined in party (Customer/Supplier) master.

Check following link to learn more about defining Credit Days in master.

http://erpnext.org/docs.user.selling.customer.html

Hope this helps.

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Thanks and Regards,
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[Jev Björsell]

Hi Umair,

Credit Days is based off the Invoice date, correct?

This doesn't meet my need, what I need is for the due date to be set to the last day of the next month, or colloquially called "30 days from end of month".

For example, if the Invoice is dated 22 November, then the due date should be calculated as 31 Dec.

If the Invoice date is 22 Jan, then the due date should be calculated as 28th of Feb.

Is this possible in the current system?

Thanks,

-Jev

On Monday, November 18, 2013 5:25:34 AM UTC-8, Umair Sayyed wrote:

Jev,

You can set Credit Days in Customer as well as in Supplier master.

When making (Sales/Purchase) Invoice, Due Date is updated based on Credit Days defined in party (Customer/Supplier) master.

Check following link to learn more about defining Credit Days in master.

http://erpnext.org/docs.user.selling.customer.html

Hope this helps.

On Mon, Nov 18, 2013 at 11:15 AM, Jev Björsell <ebjo...@gmail.com> wrote:

Hi,

Is there any way to set credit terms on a Supplier or Customer so that due dates for invoices get calculated as 'End of Next Month'. This is a common pattern for us, and I believe it is common for many other businesses.

If erpnext does not support this as standard, has any one implemented similar functionality as a customization?

Thank you,

-Jev

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[Rushabh Mehta]

Not out of the box - you will have to pull up your text editor and write a script for this.

[Jev Björsell]

Hi Rushabh,

Could you point me in the right direction on how to implement such a customization, and how organizations generally manage such customizations when they are not part of the main erpnext codeline? I expect such pointers will be beneficial to others wanting to implement their own customizations also.

Thanks,

-Jev

[Maxwell Morais]

Hello, Jev!

I'm a maintainer of a repository for Brasilian Stores, you can implement this, with a custom script in your ERPNext instance.

If you want share this to others, there two ways:

You can create a Gist with your customized code, and post a message explaining it in user and developer foruns

Or you can fork the ERPNext in github, develop a new feature in a branch, and create a pull request in webnotes master repository, of you feature to evaluation, and sugestion to incorpore this in the product.

2013/11/23 Jev Björsell <ebjo...@gmail.com>

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Maxwell Morais

Tecnologia da Informação

+55 11 3931-1412 Ramal 31
 www.realizemodulados.com.br

[Jev Björsell]

Thanks Maxwell! I'm familiar with both, I already made a minor pull request last week fixing some spelling. :)

What I'm actually after here is a general guidance on how this customization should be implemented. I'm sure I can hack my way through it, but any pointers ahead of time will likely save me time, and would be highly appreciated.

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[Maxwell Morais]

​I probably develop it, by means of an adjustment in the DocType not by custom code.

If you edit the Doctype Item, you can set your naming rule by setting name generation to wnframework, and Setup, you can set the last number generated for it to create a new item the wnframework continue the series , which does not involve code.

Each customization, may have different approaches, this will depend on what's best for you.​

2013/11/23 Jev Björsell <ebjo...@gmail.com>

[Maxwell Morais]

I'm sorry, I have caused a confusion with your another mail about item series.

2013/11/23 Maxwell Morais <max.mor...@gmail.com>

[Rushabh Mehta]

Dear all,

We just had a discussion on this and we already have a basic plug-in system in place. Anand will release the docs in a day or so.

I think we can easily create a simple "App Store" from this plugin system where users can share their plugins. I think there is enough interest for such a system to exist. Maybe developers can earn from customizing / servicing the plugin.

- Rushabh