Settings - muruthigitau/new GitHub Wiki

⚙️ Utility Billing Settings

The Utility Billing Settings Doctype centralizes critical configuration options to control how utility billing behaves in ERPNext, specifically around automation, customer creation, sales flows, and penalty management. Utility Settings Screenshot

📦 Sales & Stock Settings

Field	Description
Sales Order Creation State	Determines whether Sales Orders are created in `Draft` or `Submitted` state upon generation from utility workflows.
Stock Entry Creation State	Sets the default submission state (`Draft` or `Submitted`) for Stock Entries. Useful when tracking inventory with utilities.
Create single invoice for multiple sales orders per customer	When enabled, consolidates multiple Sales Orders for the same customer into a single Sales Invoice.
Sales Invoice Creation State	Specifies if new Sales Invoices are automatically created as `Draft` or `Submitted`.
Sales Invoice Grace Period (in days)	Defines the number of days after invoice posting before the due date. It affects the calculation of overdue invoices and penalty logic.

📝 Service Request Settings

Field	Description
Create Customer from Utility Service Request on Submit	Automatically creates a Customer when a Utility Service Request is submitted, simplifying onboarding.
Enable Extra Rows for SO/SI Creation	Allows additional table rows for complex service plans during Sales Order or Invoice creation.
Require Contract Before SO/SI/Customer Creation	Prevents Sales Orders, Invoices, or Customer creation without a valid linked contract. Ensures contractual compliance.

💸 Penalty Settings

Penalties are used to encourage timely payment and enforce billing discipline.

Field	Description
Apply Penalty	Master switch to activate penalty rules on overdue invoices.
Penalty Type	Determines the type of penalty: `Percentage` of overdue amount or a `Fixed Amount`.
Penalty Value	Numeric value of the penalty. A percentage (e.g., `2`) or amount (e.g., `500`) based on the selected type.
Penalty Grace Period (days)	Grace period after the due date before penalty is applied.
Recurring Penalty	When enabled, the penalty will reapply periodically (e.g., weekly) after the grace period.
Recurrence Interval (in days)	Interval in days for recurring penalty application (e.g., `7` for weekly).
Max Penalty Cap	Maximum amount that penalties can accumulate to per invoice to prevent overcharging.

🔁 Auto Repeat Settings (Hidden)

Field	Description
Sales Invoice Auto Repeat Frequency (Hidden)	Defines auto-generation frequency for recurring invoices. Options include `Daily`, `Weekly`, `Monthly`, etc. Used by background jobs if configured.