Allow users to Add More Party Types Across ERPNext

[Mina-Geez]

Current Issue
ERPNext currently supports a limited set of party types, such as customers, suppliers, and employees. However, organizations like NGOs, charities, or complex businesses often deal with other types of parties, such as donors, beneficiaries, partners, or volunteers. These party types are not natively supported, leading to workarounds that complicate workflows.

Proposed Solution
Allow users to define and manage custom party types within ERPNext. These user-defined party types would be seamlessly integrated into relevant modules (e.g., Sales, Purchases, Accounting, HR) and usable in transactions, reports, and workflows.

Key Features
Party Type Configuration:

Add a configuration option in the Setup module for managing party types.
Users can create, edit, and delete custom party types (e.g., Donors, Volunteers).
Integration Across Modules:

Custom party types should work like standard party types in transactions, such as invoices, payments, and journal entries.
They should also be linkable in reports and filters.
Role-Based Permissions:

Enable users to configure role-based permissions for new party types.
Dynamic Party Master:

Extend the Party Master to dynamically support both predefined and user-defined party types.

Use Case Examples

NGO:

Add Donors to track contributions in donations.
Add Beneficiaries to manage aid distribution.

Partnerships:

Add Partners to allocate revenues and expenses.

Event Management:

Add Attendees or Vendors for better organization of events.

[toofun666]

Did you check the non-profit package yet?