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Implement Customer Scorecards as well #36271

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bosue opened this issue Jul 24, 2023 · 0 comments
Open

Implement Customer Scorecards as well #36271

bosue opened this issue Jul 24, 2023 · 0 comments

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@bosue
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bosue commented Jul 24, 2023

There is an extensive Supplier Scorecard functionality in place.

For many, if not most companies, the more relevant task however is scoring customers rather than suppliers.

Common Party Accounting (#35184) is a thing and its implementation seems the right thing to do. In quite some businesses customers may become suppliers, vice versa, or may even be both at once, for example in a Sale-and-Lease-back contract.
However, even once implemented, Common Party Accounting will be an option for years to come, not the only possible setup.

Therefore there remains a major need for Customer Scorecards. In fact, the project I’m currently working on needs this as a prerequisite, so in a few months, we might come up with some code as well.

We might want to look into how the functionality can be consolidated for Suppliers as well as for Customers and be ready for Common Party accounting as well. We should probably attach the scorecards to the different roles (as a supplier, as a customer) not hardcode them to Customer or Supplier DocTypes.

@bosue bosue changed the title Implement Customer Scorecards Implement Customer Scorecards as well Jul 28, 2023
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