Payment Reconciliation Enhancement: Updating Payment Reconciliation Record on Unlinking/Unreconciling Payments

[pooja8848]

Information about bug

After payment reconciliation, a payment reconciliation record is created. However, when a payment is unreconciled, the corresponding payment reconciliation record does not update accordingly.

To address this, a new column called 'Unreconciled' should be added to the record table in the doctype Payment Reconciliation Record. When a payment is unreconciled, a checkbox will be marked next to the corresponding record, and the document status will be updated to 'Amended'

Module

accounts, buying, selling

Version

15

Installation method

None

Relevant log output / Stack trace / Full Error Message.

No response

[pooja8848]

Changes Suggested by Atul Sir

Payment Reconciliation Record - 1. Action Button: Unreconcile

When the "Unreconcile" button is clicked, a date selection option will be enabled. After selecting the desired date, all corresponding records will be unreconciled. A new record reflecting the unreconciled data will be created on the selected date and with status 'Unreconcile', with the original record remaining unchanged.

2. Payment Entry / Journal Entry and Purchase / Sales Invoice -

When the "Unreconcile" action button is clicked, a date selection option will be enabled. Additionally, an option will be provided to unreconcile only the selected data, rather than all records. A related entry with "Unreconcile" status will be created in the Payment Reconciliation Record for the chosen date.

[pooja8848]

Instead of changing the status, add a field that allows the system to automatically update it as "Reconcile" or "Unreconcile" based on the data.