erpnext.com On Open Day, all team members present what they did in the month out of their own initiative. What features did they make or what documentation they wrote, or test cases, or a new product, or a new marketing initiative. It could be anything that adds value to ERPNext. All the Demo Day presentations are made public on the erpnext blog. This also means Open Sourcing our management. So look forward to our presentations at the end of the month and follow us to understand how this experiment is working out for us.

1. open day
nabin hait
august’ 2012
erpnext.com

2. cleanup & testcases
• party
• account
• cost center
• quotation
• sales order
• journal voucher
• payment entry
• gl entry

3. 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

4. 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

5. 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

6. selling
• no more redundant fields, more integrity of data
with other documents
• tax system redesigned
• no packing list
• duplicate item validation has been removed

7. 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...

8. 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

9. 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

10. 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

11. 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...

12. 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

13. to-do
full system cleanup & testcases

14. thanks!