MetaBuildCo ERPNext Implementation & Customization — Case Study
Overview
Meta Build Contracting Company / MetaBuildCo
Client:
Meta Build Contracting Company / MetaBuildCo
Location:
Al Khobar, KSA
Industry:
Contracting
Size:
Duration:
18 Months
Type:
ERPNext Implementation & Customization
01
The Challenge
MetaBuildCo required a customized ERPNext implementation that could support contracting-specific operational and accounting workflows.
The client needed VAT handling for expenses, retention handling in Sales Invoice, selectable Discount Account as a Party Account, Accounts Receivable and Accounts Payable inclusion in retention, and cleaner handling of minor customizations through dedicated custom applications instead of modifying the core ERPNext system.
Key challenges included:
- Standard ERPNext needed customization for contracting-related accounting workflows.
- Expense entries required VAT handling.
- Sales Invoice required custom retention handling.
- Retention needed to work with Accounts Receivable and Accounts Payable.
- Minor customizations had to be shifted away from the core system into custom apps.
- Quotation and Purchase Order print formats needed professional customization.
- A Frappe Cloud ZATCA CLI persistence issue also had to be addressed.
Our Solution
StandardTouch implemented and customized ERPNext for MetaBuildCo with a focus on accounting workflows, print formats, custom app development, and production readiness.
- Installed and configured the Expense Entry custom app on the production environment.
- Developed custom Quotation and Purchase Order print formats.
- Customized the Quotation Doctype to dynamically fetch Commercial Letter and Transmittal Letter from Terms and Conditions templates.
- Customized Sales Invoice retention handling based on the client’s accounting requirements.
- Developed a custom retention app to manage retention logic and resolve previous errors.
- Migrated the updated custom retention functionality to production.
- Enhanced print formats using MetaBuildCo branding assets, including logo, stamp, and cover page background.
- Planned monthly maintenance support after project completion.
02
Tech Stack
ERPNext
Frappe Framework
Frappe Cloud
Custom Frappe Apps
GitHub
Custom Print Formats
Services
ERPNext implementation
custom app installation
custom app development
accounting customization
sales invoice customization
quotation doctype customization
purchase order print format development
quotation print format development
retention functionality
expense entry setup
production migration
issue resolution
monthly maintenance support
The Impact
Quantifiable Results
Expense App
Not available in production → Successfully installed on MetaBuildCo production site
Retention Handling
Previous errors and limitations → Custom retention functionality developed, demonstrated, confirmed, and migrated to production
Quotation Print Format
Required customization → “Quotation PF by Meta” completed and confirmed until further notice
ERP Deployment
Implementation phase → Project marked completed on May 13, 2026
Maintenance
No active AMC schedule → Monthly maintenance scheduled to begin on June 1, 2026
Customizations
Core-system changes risk → Shifted minor customizations into dedicated custom applications
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