We’ve often seen cases where the Income Account selection needs to be more flexible than the available options to set defaults in Item/Item Group/Brand/Company.
Problem
- Users having setups with multiple income accounts often find it hard to manually keep selecting the right income account while creating an invoice
- The defaults set at the Item / Item Group / Brand / Company level are not flexible enough.
- The use case is that we want a mix of conditions to determine the Income Account per Item Row:
- Income Account “A” when:
- Item Group = “Products”
- & Customer = “ABC Industries”
- & Tax Category = “Inland”
- & Sales Invoice.field = “XYZ”
- Income Account “B” when:
- Item Group = “Products”
- & Customer Group = “Internal Products”
- & Tax Category = “Inland”
- Income Account “A” when:
Suggestion
- Introduce rules for Account selection similar to a “Tax Rule”.
- This rule should cover default accounts (or maybe even other defaults in the image):
- These rules should be given first priority for resolution > then the defaults in Item > Item Group > Brand > Company
Questions to the Community
Although I’ve seen a handful of posts where users have to write elaborate scripts to select the Income Account:
- What values in your case require more dynamic rules that are not supported out-of-the-box by ERPNext? (eg, Income Account, Expense Account, Cost Center, etc.)
- Can you give us an instance of what these conditions (to determine the account) look like?
- Are these account selection criteria mostly DocType specific or more general in your case?
There is an open issue for this topic as well: Dynamic Rules for Account Selection · Issue #47444 · frappe/erpnext · GitHub