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Automatically link Party Type and Party #17

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barredterra opened this issue Mar 2, 2023 · 1 comment · Fixed by frappe/erpnext#34675
Closed

Automatically link Party Type and Party #17

barredterra opened this issue Mar 2, 2023 · 1 comment · Fixed by frappe/erpnext#34675
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@barredterra
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barredterra commented Mar 2, 2023 •
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Party Type and Party should be set automatically in Bank Transaction.

Match against Supplier, Customer and Employee records.

Prerequisite: add Party IBAN field to Bank Transaction.

Flow:

  1. check if earlier transactions with the same IBAN have a party linked and reuse that
  2. try to match any Bank Accounts linked to the party
  3. fuzzy-match full name against Supplier, Customer and Employee records
@barredterra barredterra added the Feature Request New feature or request label Mar 2, 2023
@barredterra
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Closing as duplicate of frappe/erpnext#34477

@marination marination mentioned this issue Mar 30, 2023
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@marination marination linked a pull request Apr 4, 2023 that will close this issue
feat: Auto set Party in Bank Transaction frappe/erpnext#34675
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feat: Auto set Party in Bank Transaction frappe/erpnext
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