frappe / erpnext open day october 14
DESCRIPTION
Summary of activities done by the Frappe / ERPnextTRANSCRIPT
Open Day October 2014
Frappe / ERPNext
Rushabh Mehta
Month of Portals
Community Portal
Connecting Users with Service Providers
Community Portal
Service Providers
Jobs
Apps
Self Service
via Web Forms
Knowledge Base
like Blog
with Categories
Other
• Merged Shopping Cart into ERPnext (v5)
• Visit by Florian Oberhofer
• Blog at opensource.com
• Attended Product Nation Roundtable (and
Blogged)
Next
• Sphinx based docs
• Updated ERPNext Manual (PDF Version)
• Portal for Commercial Support
• Verizon 5 Final testing
Thanks!
Open DayUmair Sayyed
October, 2014
Sales
New Customers
11 New Customers
Renewals10 Renewals
Trials329 Trials
Support
Support Tickets329 Support Tickets
Forum949 Post (Communications)
SessionsBharat NisharNishar Hardware
Aymen BurhanAl Madar Dental Services
Kamal Abbasi and SonsMohammed Abbasi
Phani KumarUnified Electronics
Vinod/John JosephTambourine Live
Community Feedback
This is what I truly appreciate about ERPNext - the support and response time is unbeatable. All your people are extremely helpful. This is especially important once the system is ‘live’ so that no work gets delayed due to problems.
Thank you once again.
- Priyanka Kaushal
Congratulations for your success, you deserve it. The ERPNext product will become the number one worldwide soon, I am sure. From my experience in ERP systems it is the best I implement till now. From my customer relations nobody till now have any bad comment on the product but they all like it and see it as an easy and success tool for their business. I hope you more and more success.
- Hisham Farid
Thank-you ... you guys' responsiveness is awesome and the first thing I mention everytime someone asks me what I've been up to (after saying I am working with ERPNext!)
- Corrine Claypool
Firstly i would like to thank the team for the wonderful product - something i had been looking for a long time.
- Chetan
I really am enjoying watching this software continue to evolve and I love that I can deal directly with the people who created it. I have been recommending this software to everyone I know and will continue to do so. I really appreciate your help! Keep up the good work!
- Andrew Cook, Atlas Flag
The two most important things that are missing are the ability to pull information directly from banks (eliminating entering checks) and the ability to accept credit card payment online for the store. In general, the workflow is just too time consuming for a company just getting started with one or two people. Quickbooks is much simpler, easier to use, and provides basic profit & loss statements. I think your software is more suited to companies with 10 or more employees.
- LarryYour efforts to convince me to buy the product was NIL. So I had to leave it. Your policy is we must buy and then only you will support. Unfortunately it was not the policy with us. Anyway I did not experience a good customer support. Anyway thanks.
- Dr. Robin
Github ➔ Customer Group➔ Item wise Taxation➔ BOM Replace Utility
Pull Request sent?… fingers crossed
Diff between Upstream and origin Master??
Why Rebase??
-- rm-- latest-- git add-- start
Thanks Pratik, Nabin & Ankit
Merged… Yeah!!
Knowledge Base
➔ Field Types➔ Production Planning➔ Nested BOM➔ Categorizing Purchase
Charges
#KB - Please tag
Blog ➔ Managing Consumption Taxes in ERPNext
Weekend Support
For November
First Week
Rushabh
Second Week
PrakashThird Week
Pratik
Fourth Week
Nabin
Stock Reconciliation
Stock Reconciliation
Balance quantity frozen for an item on the reconciliation date, even after any back-dated entry.
No more adjustment entry (+ and -) to correct balance qty as per reconciliation.
Stock Reconciliation Old vs New Logic
Date Qty Balance Qty Voucher Type
10-01-2014 100 100 Purchase Receipt
12-01-2014 50 150 Stock Reconciliation
Existing Stock Ledger
Another 20 qty received on 05-01-2014
Date Qty Balance Qty Voucher Type
05-01-2014 20 20 Purchase Receipt
10-01-2014 100 120 Purchase Receipt
12-01-2014 50 170 Stock Reconciliation
Old
Date Qty Balance Qty Voucher Type
05-01-2014 20 20 Purchase Receipt
10-01-2014 100 120 Purchase Receipt
12-01-2014 150 Stock Reconciliation
New
Negative Stock Valuation
While stock goes into negative, system maintains negative stock value, instead of earlier zero stock value.
To book negative stock value, system predicts outgoing rate, based on historical data or price list.
Negative Stock & Perpetual Inventory
System now book expenses (CoGS), even if stock goes into negative.
Reposted existing vouchers, where expenses were not booked, due to negative stock.
Chart of Accounts
Honduras
Austria
Ecuador
Ethiopia
Germany
UAE
CanadaIndia
Panama
Guatemala
Costa Rica USA
Thailand
Singapore
Venezuelan Uruguay
Partial Payment Reconciliation
Reconcile any payment entry against multiple invoices.
System will split JV entry into multiple rows automatically
INV-0023
$ 100.00
INV-0045
$ 250.00
INV-0067
$ 50.00
JV-0123
$ 400.00
Ordered & Requested Qty
Refactored the code to calculate ordered and requested qty
Requested qty now will always be reduced from the warehouse selected in Material Request, even if different warehouse used in PO
Reports
Stock Balance refactored to script reports
Minor fixes Stock Analytics & Stock Aging report fixes, due to stock reconciliation changes
Sales / Purchase Invoice Trends value
Precision issue fixes in Batch-wise balance report
Thank You
feedback please…
Open DayOctober, 2014
Pratik
● Visited Mukund Overseas w/ Rushabh for Tally integration (on site, yay!)
● Will be done this month with help from Nabin
Believer's Church App
● Developer Support
● Extensive app (68 DocTypes!)
● Went live
● Facing some scaling issues
Spent a day with Indictrans
● Saurabh came over
● Will be releasing three apps
○ LDAP integration
○ Google calendar sync
○ Loyalty management (ERPNext part)
● Suggested better development and deployment practices
Minor Fixes
● Support for separate DB server
● Random Session Expiry issue
Bench
[root@benchtest ~]# bash setup_frappe.sh --setup-production
DEBUG centos 7 amd64
DEBUG adding centos mariadb repo
Installing packages for centos. This might take time...
Configuring CentOS services
Starting services
Adding frappe user
Installing frappe-bench
Setting up first site
Frappe/ERPNext is installed successfully.
Frappe password: 1yCGLZiSXvTCokan
MariaDB root password: vLmCHuzimhp0LpH3
Administrator password: ZKi2v6al1fSuwiTz
Bench
[root@benchtest ~]# bash setup_frappe.sh --setup-production
DEBUG centos 7 amd64
DEBUG adding centos mariadb repo
Installing packages for centos. This might take time...
Configuring CentOS services
Starting services
Adding frappe user
Installing frappe-bench
Setting up first site
Frappe/ERPNext is installed successfully.
Frappe password: 1yCGLZiSXvTCokan
MariaDB root password: vLmCHuzimhp0LpH3
Administrator password: ZKi2v6al1fSuwiTz
● New install script
● Minor Features
● Releasing tomorrow
tack
@ankit_javalkar
October 2014
OpenDay
Bug Squashing
ReportsNew & Improved
Improved ReportsAccounts Receivable
Improved ReportsAccounts Payable
Improved ReportsAccounts Payable & Receivable
● Commonified the code for both reports● Added Adjustable Ageing Filters● Advance Payments now show up in the reports
New ReportCustomer Credit Balance
New ReportAccounts Receivable Summary
New ReportsAccounts Receivable Summary
● Calls Class Object of Accounts Receivable Report● Fetches Customer-wise Accounts Receivable data
Activity FeedUpdated
Activity FeedUpdate Feed when Document is Deleted
Delivered Qty in Sales CycleDelivery Note: Updating Delivered Qty● On Submission of Delivery Note;
○ Sales Orders and Sales Invoices are updated with Delivered Quantity and Percentage Billed
○ Delivery Note maintains record of linked Sales order and Sales Invoice in Two separate fields
● Test Cases added
Minor Fixes
Sales VouchersCustomer Shipping Address is fetched
Automatically● Added Address Link Field● Information is fetched based on Customer Link Field
Gantt ChartChart Dates are Set same as Project Date
Sales/Purchase Tax MastersCan now be disabled
To-DoList
To Do
● Accounts Payable Summary● Print Formats for Accounts Receivable/
Payable
ThankYou@ankit_javalkar
Prakash Hodage
Open Day October 2014
ERPNext
by
New StartupCustomers
VG London Pvt Ltd.UKRetail
vglondon.frappecloud.com
Suman Bharti
Innyec. MexicoManufacturing
innyec.frappecloud.com
Gilberto Lopez
New Small BusinessCustomers
AM Lab ApS. DenmarkManufacturing
am.frappecloud.com
Marion Ge
Incertionoss SRL. ItalyManufacturing
specialpartner.frappecloud.com
Maurizio Bassi
New EnterpriseCustomers
LARAON Engineers. India Engineering
laraon.frappecloud.com
Rasika Dhingra
VG London Pvt Ltd.UKRetail
corset.frappecloud.com
Suman Bharti
Retail
marcloire.frappecloud.com
Roli Gupta
Marck Loire Fashion. India
Textile
zervi.frappecloud.com
Rada Thawansupasin
Zervi Asia Co Ltd. Thailand
Aviation
sandtech.frappecloud.com
Thomas Gone
Sandpiper Technologies Ltd. Kenya
New Commercial SupportCustomers
Electronics
Lemco
Costas Lempidakis
K. Lempidakis. Greece
Manufacturing
Atlas Flags
Andrew Cook
Atlas Flags. US
New Developer SupportCustomers
Manufacturing
Michael Wagner
CWT Connector. Germany
Trading
Antonius Tara
PT. Ridho Sribumi Sejah. Indonesia
Thank you
Frappe.send_mail(“@pd”,“thanks for the cake!”);
#3months@frappe
Frappe.send_mail( [email protected],“thanks for tollerating me !”);
#IssuesBug - Employee Reports to himself Problem
•Validation added to check ensure employee cannot report to himself.
• Issue was solved and merged via pull request at #2283
#IssuesError - BOM calculated wrong cost on update cost
• Bill of Materials did not update total cost on ‘Update Cost’ after submission.
• Issue reproted by Corinne from Real Design was solved and merged via pull request at #2297
#IssuesFeature - Fiscal year auto create
•New Fiscal Year shall be automatically created 3 days prior to the end of previous fiscal year.
• Feature merged via pull request at #2303
#IssuesFeature – Production Calender Sync
•Start & End date have been added to production order.•Gantt-View & Calender View also added.• Feature merged via pull request at #2312
#IssuesFeature – Material Issue added to Material Request
• Option to set ‘Material Request Type’ as ‘Material Issue’ added to ‘Material Request’ doctype.
• Feature compleated and tested sucessfully but is yet to be merged. ( #2329 )
#IssuesError - function call for Make Payment Entry from SI/PI
•Argument for function call for Make Payment Entry from SI/PI were ambiguous.
•Worked along with Ankit to fix.• Issue was solved and merged via pull request at #2337
#IssuesError - get_default_cost_center() function
•Error was fixed in get_default_cost_center() function.•Worked along with Ankit to fix.• Issue was solved and merged via pull request at #2340
#IssuesError - shopping cart fix
•Error in path for files related to shopping cart.• Issue was solved and merged via pull request at #2341
#IssuesError - validate-bom wrong condition
•Error in conditions of a function used to validate bom.• Issue was solved and merged via pull request at #2349
#IssuesBug- auto fetch of cost center
•Validations were added.• Issue was solved and merged via pull request at #2349
#IssuesFeature - POS feature
•On submit of an Sales Invoice generated using POS, user gets redirected to a new SI in POS View.
•Done so keeping in mind Speed is important for POS.• Feature was solved along with ankit & is compleated but is yet to
be merged. ( #2329 )
#IssuesBug - Batch No Not Allowed
•Has Batch No was freezed by me last month keeping in Item master if stock entry is made for that Item.
•Also validation was added to create new batch.• Issue was faced by Priyanka from Indo Aerospace Solutions &
solved along with Nabin. Priyanka left some awsome comments -
#IssuesBug- Requested & Ordered Qty Calculation
•Sat with Nabin while he solved this issue. (he codes real fast )
#Working onFeature – Capacity Planning in Production Order
•This feature will help users in planning out the production orders.
•System will automatically calculate production duration and schedule operations in respective workstation based on availability.
Frappe.assertRaise(“Lots of Pizza Found!”);