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refactor: stock closing balance #44489

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@rohitwaghchaure rohitwaghchaure commented Dec 3, 2024

New Doctype "Stock Closing Entry"

image

The purpose of the stock closing entry is to generate the stock closing balance, which includes the consolidated stock quantity and consolidated stock value for the selected period. This will help to improve the performance of stock reports such as Stock Balance and Batch-Wise Balance History.

How it works

On submission of the stock closing entry, the system generates the stock closing balances based on the following combinations

  • item, warehouse
  • item, warehouse, batch no
  • item, warehouse, dimension

If there are two inventory dimensions such as Rack and Bin then

  • item, warehouse, rack 1
  • item, warehouse, bin 1
  • item, warehouse, rack1, bin 1
image

While generating the stock balance report, system reads the opening stock from the Stock Closing Balance instead of stock ledger entries

@rohitwaghchaure rohitwaghchaure marked this pull request as draft December 3, 2024 13:06
@rohitwaghchaure rohitwaghchaure force-pushed the revamp-stock-closing-balance branch 11 times, most recently from 9f7cfff to 0616169 Compare December 10, 2024 10:11
@rohitwaghchaure rohitwaghchaure force-pushed the revamp-stock-closing-balance branch 3 times, most recently from 9763a0b to ceecd95 Compare December 10, 2024 11:40
@rohitwaghchaure rohitwaghchaure force-pushed the revamp-stock-closing-balance branch from ceecd95 to 1edbd04 Compare December 10, 2024 16:00
@rohitwaghchaure rohitwaghchaure force-pushed the revamp-stock-closing-balance branch from 4a76720 to 24b8384 Compare December 11, 2024 05:17
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