Erpnext: Standalone debit / credit note

Created on 12 Feb 2018 · 9Comments · Source: frappe/erpnext

Allow negative (return) Sales / Purchase Invoices without any reference.

Its outstanding will be maintained in the negative invoice itself.

https://github.com/frappe/erpnext/issues/8769

Implementation:

[ ] remove validation that does not allow negative invoice without reference
[ ] add test case

Accounts

Source

rmehta

👍5 🎉2

Most helpful comment

Hi @rmehta , all!

We are currently in need of this feature and we would like to ask if this has been in development? If not, we would like to help though we must be clear of the requirement. Our suggestion is this:

[ ] Add a "Type" select field with options "Sales Invoice" and "Credit Note" fro Sales Invoice and "Purchase Invoice" and "Debit Note" for Purchase Invoice. There is "is_return" button where the validation is based for allowing negative values but is currently read only. Maybe we can also make use of it.
[ ] Remove validations that does not allow negative amount/grand total basing from the "Type".
[ ] Add test cases.

If this is okay, we can jumpstart this one as we needed this asap.

Thanks!

Dori

creamdory on 28 May 2018

❤1 👍1

All 9 comments

I believe there may be some fields required to make it GST ready

jk2081 on 2 Apr 2018

👍1

I agree with @jk2081 ... will need to make provision for taxes as taxes are received to a different account, not income account

addymuliady on 12 Apr 2018

Guys, I actually was working on this awhile ago. I could help out if you guys could just comment on what needs to be done to fine tune it. It actually already allows negative invoice without reference.

https://github.com/frappe/erpnext/pull/10665

Will definitely have to tweak it to work with v10+

javierwonghf on 12 Apr 2018

👍1

Hi @rmehta , all!

We are currently in need of this feature and we would like to ask if this has been in development? If not, we would like to help though we must be clear of the requirement. Our suggestion is this:

[ ] Add a "Type" select field with options "Sales Invoice" and "Credit Note" fro Sales Invoice and "Purchase Invoice" and "Debit Note" for Purchase Invoice. There is "is_return" button where the validation is based for allowing negative values but is currently read only. Maybe we can also make use of it.
[ ] Remove validations that does not allow negative amount/grand total basing from the "Type".
[ ] Add test cases.

If this is okay, we can jumpstart this one as we needed this asap.

Thanks!

Dori

creamdory on 28 May 2018

❤1 👍1

@nabinhait can you check?

rmehta on 28 May 2018

@creamdory Thanks for your interest to work on this.

But @rohitwaghchaure has already started the development and he will send the PR within a week.