Configuration
Configuration Guide#
Configure Unified Party Hub (UPH) to match your organization’s requirements using Party Master Settings.
Accessing Party Master Settings#
- Navigate to Party > Party Master Settings.
- Configure the settings as described below.
Party Types Configuration#
Configure which party types are managed by UPH:
| Setting | Description |
|---|---|
| Party Type | Select the party type (Customer, Supplier, Employee) |
| Required | Make Party Master mandatory for this party type |
| Allowed | Allow this party type to be linked |
| Rule Fieldname | Field to use for uniqueness validation |
Example Configuration#
| Party Type | Required | Allowed | Rule Fieldname |
|---|---|---|---|
| Customer | Yes | Yes | default_currency |
| Supplier | Yes | Yes | default_currency |
| Employee | No | Yes | - |
Document Types Configuration#
Configure which transactional documents support Party Master:
| Setting | Description |
|---|---|
| Parent DocType | The main document (e.g., Sales Invoice) |
| Document Type | The child document (e.g., Sales Invoice Item) |
| Party Fieldname | Field containing the party reference |
| Party Type Fieldname | Field containing the party type |
| Required | Make Party Master mandatory |
Default Configured Documents#
- Sales Invoice / Sales Invoice Item
- Purchase Invoice / Purchase Invoice Item
- Journal Entry / Journal Entry Account
- Payment Entry / Payment Entry Reference
- Sales Order / Sales Order Item
- Purchase Order / Purchase Order Item
- Delivery Note / Delivery Note Item
- Purchase Receipt / Purchase Receipt Item
- Expense Claim
Party Analytic Accounting#
Enable and configure party-level financial reporting:
| Setting | Description |
|---|---|
| Enable Party Analytic Accounting | Activate the accounting dimension |
| Dimension Name | Display name for the dimension |
| Mandatory | Require dimension selection on transactions |
Setting Up#
- Enable “Party Analytic Accounting” in settings.
- Navigate to Party > Party Analytic Accounting.
- Create records for each branch/site/office.
- Link each analytic account to a Party Master.
Data Quality Rules#
Configure rules to prevent duplicate party records:
Creating a Rule#
- Navigate to Party > Data Quality Rule.
- Click New.
- Configure:
- Document Type: Select Customer, Supplier, or Party Master
- Trigger: On Save or On Submit
- Action: Block or Warn
- Threshold Score: Minimum similarity score (0-100)
- Conditions: Define matching criteria
Example Rule#
Rule Name: Duplicate Customer Detection
Document Type: Customer
Trigger: On Save
Action: Block
Threshold Score: 85
Conditions:
- Field: customer_name
Check Type: Fuzzy Match
Weight: 100
Minimum Similarity: 80
- Field: tax_id
Check Type: Exact Match
Weight: 100General Settings#
| Setting | Description |
|---|---|
| Enable Party Analytic Accounting | Activate PAA dimension |
| Check Party Master Duplicate Vouchers | Prevent duplicate vouchers for same party master |
| Auto-set Party Master | Automatically set PM on transactional documents |
| Enforce Strict Currency | Strictly match transaction currency with PM Account currency |
Caching Configuration#
UPH uses SmartCache for performance. Cache settings are automatic but can be cleared:
- Navigate to Party Master Settings.
- Click Clear All Caches.
- Confirm the action.
Troubleshooting#
Party Master Not Showing#
- Verify the party type is configured in Party Master Settings
- Check that the user has appropriate permissions
- Clear browser cache and refresh
Duplicate Detection Not Working#
- Ensure Data Quality Rules are enabled
- Check that rules have correct threshold scores
- Verify normalization settings for Arabic text
Performance Issues#
- Clear and rebuild caches
- Check database indexes on party_master field
- Review scheduled jobs for background processing