open day

nabin haitaugust’ 2012

erpnext.com

cleanup & testcases

• party

• account

• cost center

• quotation

• sales order

• journal voucher

• payment entry

• gl entry

party

• customer, supplier are merged

• distinguished by party type

• a single party can be customer and supplier both

• for accounting there is no individual ledger for each party

accounts

• account balance table removed

• opening entry can be entered as back dated entry (in previous year)

• ‘is opening’ and ‘aging date’ field removed

• no individual ledger for each party

• tagged ‘party’ in gl entry for reports

• ‘tds’ documents deprecated

• payment entry is now separate document

payment entry

• track payments received from customer and paid to supplier

• straight-forward design, clean looks

• can be made against invoice

• no need of ‘debit/credit’ knowledge

selling

• no more redundant fields, more integrity of data with other documents

• tax system redesigned

• no packing list

• duplicate item validation has been removed

taxes & charges

• no tax table, item-wise tax structure

• ‘tax & charges’ master for grouping all taxes applicable to a item

• master - tax account, description, rate

• tag master with each line item

continued...

taxes & charges

• extra charges or flat discount on net total can be added as a separate item

• applicable masters can be tagged in item, item group and customer

• same master for both sales and purchase

packing list

• packing list table has been removed

• now sales bom item is stock item and can be serialized

• produce sales bom item through stock entry

• ‘sales bom’ deprecated, make ‘bom’ for that item

stock

• delivery note and purchase receipt is now merged into stock entry

• ‘stock ledger entry’ and ‘bin’ deprecated

• hide/unhide fields based on stock entry type

fixes & updates

• ‘billed amount’ in sales order and delivery note based on export amount

• fetch default purchase taxes and charges master in purchase transactions

• fixes in updating bom cost

• fixes in ‘uom replace utility’

• bin and profile permission

• filter on actual qty, item group and brand in stock level report continued...

fixes & updates

• link validation and search query based on form value through doctype validator

• default sanctioned amt equals to claimed amt

• customer name in recurring invoice print format instead of customer id

• error fixed in account browser

• add/drop index if index key not exists/exists

• considered over delivery in reserved qty calculation

to-do

full system cleanup & testcases

thanks!