Notes

Master Data Pending:
General Points:
- Hide Selling/Manufacturing/ Quality/ Support/ module related doctypes throughout ERP
- Hide all unecessary documents as per ERP UAT
- Brink all workspace & Workflow created in ERP UAT
- Rename all the roles from Manager to Admin (No manager word should be visible anywhere.
- Rename all lables wherever pending with word company. It should be Organization.
- Naming Series of all documents should be checked where not automated.


Module : Buying
- Supplier Group
- Supplier (Vendor)
- Address
- Contact
- Purchase Committee Role

Module : Stock
- Item Groups
- Item List (Pending from Sheron about Attributes table - Can be updated later)
- Warehouse (With Parent Warehouse of each team, Set Finance books and Team in each child warehouse)
- UOM and conversion of additional UOM
- Stock Adjustment Account ledger
- Stock received but not billed

Module : Accounts
- Organisation > Non Profit settings ( 80G Number, effective from date, PAN number)
- Remaining details of Orgazisation Doctype
- Accounting Period for each Month
- Bank/ IFSC + Address and Contact/ Bank Account
- Cost centres
- Programme
- Tax withholding Category (TDS Master data)
- Mode of payments


Module : Asset
- Items as Fixed Asset
- Asset Categories as per Incometax Act
- Asset
- Create Ledgers fro Asset Received but not Billed, Gain/Loss Account on Asset Disposal


Module : CRM
- Research
- Lead
- Proposal (manual as there is workflow)
- Donor Master

Module : Budget (Manual creation)
- Project (Project years, BLI, SBLI, Budget Size)
- Pradan Budget Availability
- Budget Allocation + Staff wise salary allocation to Projects