Add New Party Type

[kanuns]

I am logged in as Administrator.

[root13F]

Hey I see you are editing permissions directly in the DocType’s form. Don’t do that.

Instead open Role Permissions Manager.

Select Party Type in the DocType list and then change permissions or allot new permissions to a different role. These changes will stay in database and will not lead to edits to the JSON file in the erpnext code.

[clarkej]

thanks for your tip Jatin

I linked this thread to here Addresses And Contacts - party type lead is missing · Issue #14896 · frappe/erpnext · GitHub

[kanuns]

Many thanks for your reply.

I was still not able to add a new party type via that way, however, I added by directly adding an entry to the DB table.

Please check the below image.

The reason for this was that I wanted to make a party which will be a supplier as well as customer so that I can make sales and purchase from it - having a joint ledger.
Please guide me that from where can I now start adding party names against it.
Im confused.

Please help. please !!

[kanuns]

And yes I have checked the post “clarkej” has made, the “VENDOR” (party type i added) is not showing in contact list.

[kanuns]

Hello Again,

I have manually fresh installed and I still cannot see the New button in the party type list.
Anyhow please check the following error, it arises when I try to import the data via the data import list.
And I installed from the following link:

Guide: Manual Install ERPNext on Ubuntu 17.xx & 18.xx

Setup Supervisor & Nginx for Production By default, the ERPNext application listens on port 8000, not the standard HTTP port 80. Also, running the built in web server for production use is not recommended as we will be exposing the server to the world. You should use a production web server as a reverse proxy such as Apache or Nginx. We will use Nginx as a reverse proxy as it can be automatically configured using Bench. Bench can automatically generate and install the configuration according to …

Traceback (most recent call last):
  File "/opt/bench/erpnext/apps/frappe/frappe/app.py", line 60, in application
    response = frappe.api.handle()
  File "/opt/bench/erpnext/apps/frappe/frappe/api.py", line 39, in handle
    validate_oauth()
  File "/opt/bench/erpnext/apps/frappe/frappe/api.py", line 134, in validate_oauth
    from frappe.oauth import get_url_delimiter
  File "/opt/bench/erpnext/apps/frappe/frappe/oauth.py", line 8, in 
    from oauthlib.oauth2.rfc6749.grant_types import AuthorizationCodeGrant, ImplicitGrant, ResourceOwnerPasswordCredentialsGrant, ClientCredentialsGrant,  RefreshTokenGrant, OpenIDConnectAuthCode
ImportError: cannot import name OpenIDConnectAuthCode

The version it had installed is as follows:
ERPNext: v12.x.x-develop () (develop)
Frappe Framework: v12.x.x-develop () (develop)

[tmatteson]

Navigate to the Role Permissions Manager. You’ll see that no one has permissions to create a new party type by default. I suspect this is not a bug.

I added the ability to create Party Types to System Administrator and the started a new Party Type:

There isn’t a built in way to make it both payable and receivable. And when I tried to create a receivable and payable record for one doctype, there was a validation error. I don’t know the story behind this but it does seem like there should be some facility to have a party be able to both be pay and receive, it may be custom. I know @saifi0102 knows about this because he worked on it in his Letters of Credit PR.

[Abdullah_Khaled]

I have the same issue, however, I tried @tmatteson solution and it works,

The problem I got, when I delete the student as a party, still appears on the party list

how can I delete it permanently?

thank you.

[saifi0102]

From what I know. It’s not possible to set a party type as both Receivable and Payable without major changes to the system. A lot of ERPNext functionality depends on the fact that a party type is either Payable or Receivable

[kanuns]

Thanks for your reply Saifi0102

But we have some parties who are our suppliers as well as our customers. Can you advice anything regarding that ? That is the reason we are trying to add another party type so that we can make transactions to (sale/purchase) to them.
Please advice.

[saifi0102]

Yes, make a Customer and a Supplier for the same person/company. You can adjust their balances using Journal Entry.

[kanuns]

Yes, that is what we thought. But we want to have a single account for that party. That will be easy to manage as well as remove another step of journal entry.

[farqalit]

Hi Kanuna,

Did you get the solution for

from oauthlib.oauth2.rfc6749.grant_types import AuthorizationCodeGrant, ImplicitGrant, ResourceOwnerPasswordCredentialsGrant, ClientCredentialsGrant, RefreshTokenGrant, OpenIDConnectAuthCode
ImportError: cannot import name OpenIDConnectAuthCode

Please guide me,
Thanks,

[kanuns]

You gave the solution to this error in that post.
Just for other people’s reference

Frappe. Cannot import name OpenIDConnectAuthCode when trying to access api

This worked very well. I was able to import and download the template. However, I cannot search Is there anything you can help with the following error (whatever I type in search, it gives the following error) Traceback (most recent call last): File "/opt/bench/erpnext/apps/frappe/frappe/app.py", line 55, in application response = frappe.handler.handle() File "/opt/bench/erpnext/apps/frappe/frappe/handler.py", line 20, in handle data = execute_cmd(cmd) File "/opt/bench/erpnext/…

[tmatteson]

@kanuns I agree that this is the goal, but as @saifi0102 mentions, it’s going to take some work to get there. I’m going get it on the agenda for the accounts working group, but it seems likely that this will need to be a sponsored effort.

[saifi0102]

I have an idea to link Customer and Supplier together and easily balance their accounts. I will post something once I develop that idea.

[rahy]

Maybe this thread can relate to my thread here: [Not an issue] Wrong link for creating new Party Type.

In my post it is marked as Not an issue. And it is left as it is (nobody responded to it).
So I assume Party Type list is intentionally connected to new DocType creation.

But I still don’t understand why…?!?

[ETCOMed_Eg]

If one has the permission to create a party type. they can create a new party type but not from the list. You just do the following:

• Open the page of one party type
• Click Menu
• Click “New party type”
  as in the image
  
  

[Alaa]

Hello,

I am also having the same issue. It seems to be a bug. I am not able to create any new Party Type. I am logged in as Administrator.

When I open the Roles Permission Manager and navigate to the Party Type, I don’t see any create permission. See image please.

Any clues?

[Alaa]

This method is not workable. The new entry form is not complete. Therefore, the save button returns an error.