Skip to content

Add “Party Name” field in GL Entry and General Ledger report #52196

@rizwan100mu

Description

@rizwan100mu

@DipenFrappe @mihir-kandoi

Image

Module: Accounts / General Ledger
Current Behavior
• In GL Entry and the General Ledger report, the column Party always stores and shows the internal party ID (i.e. the value of name of Customer, Supplier, Employee, etc.).
• When name is not the human-readable name (for example, Employee where name is set to National ID or a numeric code), the General Ledger report shows only this code in the Party column.
• There is no separate standard field in GL Entry to store the human readable party name, so reports cannot reliably display both Party ID and Party Name together.
Problem
• For some doctypes like Employee, it is common to use name as a unique code or National ID, while the actual name is stored in a separate field (e.g. employee_name).
• In mixed cases (Customer, Supplier, Employee), the General Ledger report cannot consistently show a clear party name; it only shows the ID/code from GL Entry.party.
• This makes the GL report confusing for finance users, especially when IDs are numeric or national IDs instead of real names.
Requested Change

  1. Add a new field in GL Entry doctype:
    • Fieldname: party_name
    • Fieldtype: Data
    • Label: Party Name
  2. When GL entries are created from source documents (Sales Invoice, Purchase Invoice, Journal Entry, Payment Entry, etc.), set gl_entry.party_name using the same logic many forms already use:
    • If party_type is Customer, use customer_name.
    • If party_type is Supplier, use supplier_name.
    • If party_type is Employee, use employee_name.
    • Otherwise, fall back to the party document’s name or a generic _name field if available.
  3. Update the General Ledger report to:
    • Keep the existing Party column (ID).
    • Add a new column Party Name that reads from GL Entry.party_name.
    • Optionally allow users to hide either column via report column picker.
    Benefits
    • Finance users can see both the internal Party ID/code and the readable Party Name in one standard report.
    • Works correctly even when the party name is a code or national ID and not the actual person/company name.
    • Reduces need for custom reports and client scripts just to show party names from multiple doctypes.

Metadata

Metadata

Assignees

No one assigned

    Type

    No type

    Projects

    No projects

    Milestone

    No milestone

    Relationships

    None yet

    Development

    No branches or pull requests

    Issue actions