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Unified Party Hub (UPH) for ERPNext is a Frappe app that introduces a tree-based Party Master Doctype, allowing organizations to categorize and manage different party types (Customers, Suppliers, Employees, etc.) under a structured hierarchy.

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Unified Party Hub (UPH)

UPH Logo

A Foundational and Scalable Master Data Management Solution for ERPNext

Supports ERPNext v15+
Try It Now   Documentation

🖼 Screenshots & Demo

Party Master Tree Hierarchy

Link Party Roles Demonstration


🌟 Overview

UPH is a mission-critical Frappe application solving Master Data Management (MDM) challenges in ERPNext.
It provides a single source of truth for all business entities (Customers, Suppliers, Employees, Shareholders), enabling multi-role management, consolidated reporting, and zero data duplication.

Built on Frappe (Python, JavaScript, Vue) for extensibility and enterprise readiness.

Other Languages:


💡 The Problem UPH Solves

Standard ERPNext treats Customers, Suppliers, and Employees as separate entities, which causes:

  • Data Duplication: A single entity with multiple roles requires separate, unlinked records.
  • Consolidation Complexity: Multi-currency consolidated reports are difficult or impossible.
  • Lack of Hierarchy: No native mechanism for parent-subsidiary organization.
  • Limited Flexibility: Extending party roles to vertical domains (Schools, Healthcare) is cumbersome.

✅ Key Features

1. Unified Party Master (Tree Doctype)

  • Single Unified Doctype: Controls creation, fetching, and linking of all related entities.
  • Zero Duplication: Minimizes duplicate party records.
  • Tree Hierarchy: Multi-level organizational grouping for accurate reporting.

2. Dynamic Role & Integration Flexibility

  • Multi-Role Party: Enable multiple roles per Party Master.
  • Flexible Integration: Works with standard and custom ERPNext party types.
  • Easy UI/Migration: Intelligent backend queries and UI simplify linking existing records.

3. Advanced Financial & Data Control

  • Multi-Currency Support: Consolidated reporting and balance tracking.
  • Centralized Control: Manage relationships, defaults, and configurations in one place.

🔧 Future Vision: Hub Module (Rule Engine)

The Hub module is under development as a flexible rule engine providing:

  • Deduplication Enforcement
  • Integrity Validation
  • Dynamic Data Population
  • Custom Rule Services for developers to create specialized workflow rules.

🚀 Usage

Installation

bench get-app unified_party_hub https://github.com/Sendipad/uph
bench install-app uph

Next Steps

  1. Navigate: Unified Party Hub → Party Master in ERPNext v15+.

  2. Define your Party Master hierarchy.

  3. Link existing Customers/Suppliers/Employees or create new linked doctypes.

  4. Explore consolidated reports, multi-currency tracking, and hierarchical analytics.


🎯 Call to Action

UPH is more than a feature—it’s a fundamental architectural improvement.

Benefits for ERPNext core:

Native multi-role support

Eliminates duplicate records

Enterprise-grade MDM with hierarchical and consolidated reporting

We welcome feedback and collaboration to align UPH with ERPNext core standards.


💼 Use Cases

Group-level financial consolidation

Hierarchical sales/procurement reporting

Mapping relationships among business units, employees, shareholders

Departmental or regional party organization


📜 License

Licensed under GNU General Public License v3.0. Free to use, extend, and contribute.


About

Unified Party Hub (UPH) for ERPNext is a Frappe app that introduces a tree-based Party Master Doctype, allowing organizations to categorize and manage different party types (Customers, Suppliers, Employees, etc.) under a structured hierarchy.

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