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

Thanksumair@frappe.io

What I have done in,

October 2014

nabin@erpnext.com

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( info@erpnext.com,“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!”);