Multiple Branches and separate P&L for each Branch

ERPNext User Forum
1
Hello,

This has been discussed earlier (the Subject) and the best way to go about it, as suggested by the team was creating Cost Centres.

Continuing with the Cost Centres philosophy, we were wondering how do we dig out the Trial Balance report? we don't see cost centres as a filter parameter.

My query is -

1. Can we modify the query report to include Cost Centres as an additional filter parameter? If we do so, do we get the Cost Centre-wise Trial Balance?

2. Can we introduce the same logic to the General Ledger Report?

3. Can we default a Cost Centre to a User so that the user is exposed with the data of the default Cost Centre only.

The idea behind the queries is to restrict a user from a sub-company / branch from getting the report of the entire organization.

We know some of the things need to be customized. Appreciate guidance from the team on the right approach.


Thanks in advance.

--
Regards,

Sarang

–

  1. Please be kind and don't send large attachments
  2. For issues, features requests use https://github.com/frappe/erpnext/issues

    —

    You received this message because you are subscribed to the Google Groups "ERPNext User's Forum" group.

    To unsubscribe from this group and stop receiving emails from it, send an email to erpnext-user-forum+un…@googlegroups.com.

    To view this discussion on the web visit https://groups.google.com/d/msgid/erpnext-user-forum/CAKXLuZ79RCs6iO7hVCQxWKAM%2BEpz1kO5fRrQMDmxUNMNjxuspQ%40mail.gmail.com.

    For more options, visit https://groups.google.com/d/optout.
2
Sarang,

You can restrict by Company / Cost Center if the property exists in every doc.

Generally - if there is little overlap (Customer / Supplier / Item) then its best to create separate database instances for each company.

best,
Rushabh



@rushabh_mehta

On 26-Sep-2014, at 4:17 pm, Sarang Deshpande <sa...@gmail.com> wrote:

Hello,

This has been discussed earlier (the Subject) and the best way to go about it, as suggested by the team was creating Cost Centres.

Continuing with the Cost Centres philosophy, we were wondering how do we dig out the Trial Balance report? we don't see cost centres as a filter parameter.

My query is - 

1. Can we modify the query report to include Cost Centres as an additional filter parameter? If we do so, do we get the Cost Centre-wise Trial Balance?

2. Can we introduce the same logic to the General Ledger Report?

3. Can we default a Cost Centre to a User so that the user is exposed with the data of the default Cost Centre only. 

The idea behind the queries is to restrict a user from a sub-company / branch from getting the report of the entire organization.

We know some of the things need to be customized. Appreciate guidance from the team on the right  approach. 


Thanks in advance.

--
Regards,

Sarang

–

  1. Please be kind and don’t send large attachments
  2. For issues, features requests use https://github.com/frappe/erpnext/issues

    —

    You received this message because you are subscribed to the Google Groups “ERPNext User’s Forum” group.

    To unsubscribe from this group and stop receiving emails from it, send an email to erpnext-user-forum+un…@googlegroups.com.

    To view this discussion on the web visit https://groups.google.com/d/msgid/erpnext-user-forum/CAKXLuZ79RCs6iO7hVCQxWKAM%2BEpz1kO5fRrQMDmxUNMNjxuspQ%40mail.gmail.com.

    For more options, visit https://groups.google.com/d/optout.

–

  1. Please be kind and don't send large attachments
  2. For issues, features requests use https://github.com/frappe/erpnext/issues

    —

    You received this message because you are subscribed to the Google Groups "ERPNext User's Forum" group.

    To unsubscribe from this group and stop receiving emails from it, send an email to erpnext-user-forum+un…@googlegroups.com.

    To view this discussion on the web visit https://groups.google.com/d/msgid/erpnext-user-forum/AC14D2C2-3EAE-4134-A651-9314FA6DEE25%40gmail.com.

    For more options, visit https://groups.google.com/d/optout.
3
Thanks Rushabh. Let me figure out what can be done in this case.

Hello Everyone,

Continuing with my setup of multiple branches, I am unable to understand how this can be done in ERPNext:

Scenario - Purchase Indents

I have various persons assigned for various types of materials as Purchase Managers.

PM A - Bags & Drums
PM B - Consumables

How can I generate an indent of Bags & Drums so that only PM A can see it / approve it?

Thanks in advance.

Sarang


On Mon, Sep 29, 2014 at 10:50 AM, Rushabh Mehta <rm...@gmail.com> wrote:
Sarang,

You can restrict by Company / Cost Center if the property exists in every doc.

Generally - if there is little overlap (Customer / Supplier / Item) then its best to create separate database instances for each company.

best,
Rushabh



@rushabh_mehta

On 26-Sep-2014, at 4:17 pm, Sarang Deshpande <sa...@gmail.com> wrote:

Hello,

This has been discussed earlier (the Subject) and the best way to go about it, as suggested by the team was creating Cost Centres.

Continuing with the Cost Centres philosophy, we were wondering how do we dig out the Trial Balance report? we don't see cost centres as a filter parameter.

My query is -

1. Can we modify the query report to include Cost Centres as an additional filter parameter? If we do so, do we get the Cost Centre-wise Trial Balance?

2. Can we introduce the same logic to the General Ledger Report?

3. Can we default a Cost Centre to a User so that the user is exposed with the data of the default Cost Centre only.

The idea behind the queries is to restrict a user from a sub-company / branch from getting the report of the entire organization.

We know some of the things need to be customized. Appreciate guidance from the team on the right approach.


Thanks in advance.

--
Regards,

Sarang

–

  1. Please be kind and don't send large attachments
  2. For issues, features requests use https://github.com/frappe/erpnext/issues

    —

    You received this message because you are subscribed to the Google Groups "ERPNext User's Forum" group.

    To unsubscribe from this group and stop receiving emails from it, send an email to erpnext-user-forum+un…@googlegroups.com.

    To view this discussion on the web visit https://groups.google.com/d/msgid/erpnext-user-forum/CAKXLuZ79RCs6iO7hVCQxWKAM%2BEpz1kO5fRrQMDmxUNMNjxuspQ%40mail.gmail.com.

    For more options, visit https://groups.google.com/d/optout.


–

  1. Please be kind and don't send large attachments
  2. For issues, features requests use https://github.com/frappe/erpnext/issues

    —

    You received this message because you are subscribed to the Google Groups "ERPNext User's Forum" group.

    To unsubscribe from this group and stop receiving emails from it, send an email to erpnext-user-forum+un…@googlegroups.com.

    To view this discussion on the web visit https://groups.google.com/d/msgid/erpnext-user-forum/AC14D2C2-3EAE-4134-A651-9314FA6DEE25%40gmail.com.

    For more options, visit https://groups.google.com/d/optout.




–
Regards,

Sarang

–

  1. Please be kind and don't send large attachments
  2. For issues, features requests use https://github.com/frappe/erpnext/issues

    —

    You received this message because you are subscribed to the Google Groups "ERPNext User's Forum" group.

    To unsubscribe from this group and stop receiving emails from it, send an email to erpnext-user-forum+un…@googlegroups.com.

    To view this discussion on the web visit https://groups.google.com/d/msgid/erpnext-user-forum/CAKXLuZ4cvfr3zW_P_JXrbU9qR%2B-q7L_P0kddSKvzaM4HLkg0Og%40mail.gmail.com.

    For more options, visit https://groups.google.com/d/optout.