Material Movement Entry - REQUIREMENTS DOCUMENT

Single DocType to handle 3 types of stock movements in ERPNext factory operations:
Material Receipt (receive stock into warehouse)
Transfer to V8 (move stock to production line)
Internal Transfer with Delivery Note (warehouse-to-warehouse with e-way bill)
Goal: Replace manual Stock Entry + Delivery Note creation with one unified interface.
FUNCTIONAL REQUIREMENTS
1. Transaction Types & Behavior
Transaction Type
Source WH
Target WH
Documents Created
E-Way Bill
Material Receipt
None
Required
Stock Entry (Material Receipt)
No
Transfer to V8
Required
Auto V8
Stock Entry (Material Transfer)
No
Internal Transfer
Required
Required
Stock Entry + Delivery Note
Yes*

*E-way bill when value > ₹50,000 OR generate_eway_bill = YES
2. Core Fields Required
Parent DocType: "Material Movement Entry"
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MANDATORY FIELDS:
├── naming_series (MME-YYYY-MM-)
├── transaction_type (Select: 3 options above)
├── posting_date (Default: TODAY)
├── posting_time (Default: NOW)
├── company (Link: Company)
└── target_warehouse (Link: Warehouse)

CONDITIONAL FIELDS:
├── source_warehouse (Show for Transfer to V8 + Internal Transfer)
├── internal_customer (Show for Internal Transfer only)
├── generate_eway_bill (Show for Internal Transfer only)
├── transporter_name, vehicle_no, distance (E-way bill fields)
└── items (Child table)

READ-ONLY POST-SUBMIT:
├── stock_entry_reference
├── delivery_note_reference
└── eway_bill_no

Child Table: "Material Movement Item"
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item_code, qty, uom, source_warehouse, target_warehouse, batch_no


USER WORKFLOWS (Must Test These Exactly)
Scenario 1: Material Receipt
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User: Warehouse Staff
1. Select "Material Receipt"
2. Pick target_warehouse = "Raw Materials"
3. Add items: Steel Sheet (100 units)
4. Submit → Creates Stock Entry (Purpose: Material Receipt)
Expected: Raw Materials stock +100 units

Scenario 2: Transfer to V8
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User: Production Supervisor
1. Select "Transfer to V8"
2. Pick source_warehouse = "Raw Materials"
3. Target auto-fills "V8 Warehouse"
4. Add items: Steel Sheet (50 units)
5. Submit → Creates Stock Entry (Purpose: Material Transfer)
Expected: Raw Materials -50, V8 +50

Scenario 3: Internal Transfer
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User: Factory Manager
1. Select "Internal Transfer with Delivery Note"
2. source_warehouse = "Factory Floor"
3. target_warehouse = "Distribution Center"
4. internal_customer = "Distribution Center" (must be Internal Customer)
5. Check "Generate E-Way Bill"
6. Fill: transporter_name, vehicle_no, distance=45km
7. Add items: Finished Goods (1000 units, ₹75k value)
8. Submit → Creates 3 documents:
├── Stock Entry (Material Transfer)
├── Delivery Note (Internal Customer)
└── E-Way Bill (auto-generated) if value 50000 +
Expected: Stock moved + compliance docs created


TECHNICAL REQUIREMENTS
1. DocType Settings
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✓ Is Submittable: YES
✓ Track Changes: YES
✓ Module: Stock
✓ Naming: By Naming Series (MME-YYYY-MM-)
✓ Permissions: Stock User, Stock Manager, Manufacturing User

2. Dynamic UI Rules (JavaScript)
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if(transaction_type == "Material Receipt"):
hide(source_warehouse, internal_customer, eway_bill fields)

if(transaction_type == "Transfer to V8"):
auto-fill(target_warehouse = "V8 Warehouse")
show(source_warehouse only)

if(transaction_type == "Internal Transfer"):
show(source_warehouse, internal_customer, eway_bill section)

3. Backend Logic (Server Script - on_submit)
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if(transaction_type == "Material Receipt"):
create_stock_entry(purpose="Material Receipt", s_warehouse=None)

elif(transaction_type == "Transfer to V8"):
create_stock_entry(purpose="Material Transfer", s_warehouse=source, t_warehouse=V8)

elif(transaction_type == "Internal Transfer"):
create_stock_entry(purpose="Material Transfer")
create_delivery_note(internal_customer)
if(generate_eway_bill): create_eway_bill()

4. Validations (before_submit)
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- Items table not empty
- qty > 0 for all items
- source_warehouse ≠ target_warehouse (for transfers)
- Sufficient stock in source_warehouse (for transfers)
- internal_customer has "is_internal_customer=1" (for Internal Transfer)
- All e-way bill fields filled when generate_eway_bill=1


PRE-REQUISITES (Must Configure Before Development)
Stock Settings
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✓ Enable "Allow Material Transfer From Delivery Note"

Customer Setup
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Create Customer: "Distribution Center"
✓ Check "Is Internal Customer"
└─ Represents Company: Your Company

Warehouse Setup
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Must exist:
├── "Raw Materials - [Company]"
├── "V8 Production - [Company]"
└── "Distribution Center - [Company]"


DELIVERABLES EXPECTED
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1. Custom DocType: "Material Movement Entry" (fully functional)
2. Child DocType: "Material Movement Item"
3. Server Scripts (on_submit + before_submit)
4. Custom JavaScript (dynamic UI)
5. Permissions configured for 3 roles
6. All 3 scenarios fully tested with sample data
7. DocType JSON export file (for backup)
8. 30-min demo + handover training
9. Written testing checklist passed


TESTING CRITERIA (Must Pass All)
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[ ] Scenario 1: Material Receipt → Stock increases in target WH
[ ] Scenario 2: Transfer to V8 → Stock moves source→V8 correctly
[ ] Scenario 3: Internal Transfer → 3 documents created correctly
[ ] Stock Ledger: All movements reflected accurately
[ ] Cancel entries: Reverse stock movements work
[ ] Permissions: Role-based access enforced
[ ] Validations: All error cases handled
[ ] UI: Fields show/hide correctly by transaction type
[ ] Performance: Handles 100+ line items smoothly


TIMELINE & MILESTONES
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Day 1-2: DocType creation + basic fields
Day 3: Backend server scripts
Day 4: Frontend JavaScript + UI polish
Day 5: Testing all 3 scenarios + bug fixes
Day 6: Permissions + final testing
Day 7: Demo + handover


SUCCESS METRICS
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Users can complete ANY stock movement in <2 minutes
Zero manual Stock Entry/Delivery Note creation needed
100% GST compliance for internal transfers >₹50k
Stock accuracy maintained 100%
All 3 user roles can use without training


NOTES FOR DEVELOPER
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- Use Server Scripts (NO custom app needed for MVP)
- Test in Developer Mode first
- Use frappe.msgprint for user feedback
- Handle all edge cases (empty items, zero qty, etc.)
- E-way bill number can be simple random 12-digit for demo
- Focus on UX: Hide irrelevant fields completely


Budget Range: [Your budget]
Timeline: 7 days max
Platform: ERPNext v15+ (latest)
Start with: Enable Developer Mode → Create DocType → Test Scenario 1 first.