Configuration

Configuration & Governance#

UPH provides a centralized settings DocType Party Master Settings to manage global behavior.

Core Settings#

  • Override Party Details API: Injects UPH intelligence into standard ERPNext flows.
  • Enforce Strict Currency Counting: Prevents cross-currency accounting errors.
  • Sync ERP Party Naming: Standardizes party naming across all roles.

Naming Rules#

UPH enforces a standardized two-letter capitalized prefix/suffix rule (e.g., Cu for Customer, Su for Supplier) to ensure consistency across the ecosystem.

Setup Wizard#

The UPH Setup Wizard guides users through the initial configuration of the MDM system, ensuring all core settings are correctly established before production use.