Customization that require change in the code, and the upgrade

Customize Sales Order Item and Purchase Order Item via Customize Form. Also, make the same changes in Sales Invoice Item and Sales Invoice Item since you would want those to be reflected in the Invoices too.

Create a custom app, and export your fixtures there. Read more about them there are a number of posts regarding how to take fixtures etc. Add Custom Field, and Property Setter in your fixtures list in hooks.py in custom app and you are done. Now every time you upgrade erpnext, all your changes will remain safe.

Do you wish to add functionality or make changes to existing functionality ?

In case you wish to add more functionality (server-side) then you can add your Python Functions in a single file and keep them in your custom app. Later via Custom Scripts (which again you can export into fixtures) you can use these functions on appropriate events or conditions.


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