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Open Day March-April 2015
Rushabh Mehta
ERPNext
Version 5 is here.
Now watch how SAP
becomes history
https://erpnext.com
Analytics - Learning from Users
In-app Upgrade
Hundreds of small fixes
Visit to CWT in Germany
Thanks Michael Wagner!
In Search of a Partner Model
• Thou shalt not fragment the product
• Thou shalt not ask for exclusivity
• Thou shalt not re-brand
• Thou will not be given services
• Thou shalt not pay us?
Fail !
That does not seem
to be going anywere
Networking
Technopark Incubator in Kerala
iSPIRT meetup on Sales
Hackers and Founders meetup in Mumbai
Fail !
New Experiments
• Paid Development
• Paid on-boarding help
• Change in Pricing Model (?)
• Recruitment (naukri.com)
Fail !
Learning from Steve Jobs:
Be and idealist and don’t settle for average!
Making the world a better place
Thanks!
Open Day
Umair Sayyed
March - April
Support Ticket
•
Observation: Due to new email system, lots of duplicate tickets are created.
0
175
350
525
700
May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr
2014-15 2013-14 2012-13
442
616
Forum
•
0
400
800
1200
1600
May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr
2014-15 2013-14 2012-13
1074
1514
New Customers
•
Observation: With the release of free plan, conversions has slowed down.
0
7.5
15
22.5
30
May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr
2014-15 2013-14 2012-13
13
10
Renewals
•
Observation: Considering last years conversion and renewal,this year’s renewal should have been be 24.
0
5
10
15
20
May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr
2014-15 2013-14
14
16
Testing
Reported 57 issues in version 5, out of which, 38 Issues are closed.
Help Videos
• Basic Navigation
• Setup Wizard
• Lead to Quotation
• Import Data
• Item and Pricing
• Opening Stock Balance
• Opening Account Balance
Click here to see videos. Also led to cleanup in the product.
User Reviews
Thanks Rushabh for the improvement you have made on the ERP platform 

and indeed, its energy and resources invested, congratulations.



- Mac Deus

I am hooked on ERPNext! We have had the foresight to be on ERP which we had 

got made from scratch. However in using ERPNext, I realised that most of things 

I have struggled to develop and it was slow path were already there. The Ease of 

use will make it possible to deploy easily. Also the customisation abilities are very 

exciting. I hope to be a big user as well as will be your evangelist.
- Raghu, Nandan GS (Aviation)
• Positive Feedback
User Reviews
You guys were wonderful. It ultimately came down to two things:

The time zone difference for support and the ability to import into quickbooks. 

It is very difficult to find a bookkeeper in our price range that is comfortable with 

anything else but quickbooks.
- Kyle Krenzer, Elevation Organics
• Negative Feedback
User of the Month

 For testing ERPNext version 5 testing

and reporting issues,
specially Material Request :)
•
Ruchin Sharma
Ruchin works with miSport, Gurgaon.
Thanks
Blog: Learning to Say No
Open Day
April, 2015
Pratik
Free!
Infrastructure be like
Rushabh be like
ERPNext scales horizontally
● Cluster of Master-Slave setups with HTTP
routing for *.erpnext.com
● Only Routing / proxy component was left
● Redis + Nginx FTW!
(varnish would have been an overkill)
● CLI stable
● bench upgrade commands done (really, they
work now!)
● V5 rollout on ERPNext cloud also going
smooth
V5 Tooling
Upcoming Projects
● More visual tooling for press (internal).
● Commercial Frappe monitoring system.
● Improve ansible playbooks
● Docker image?!?
BTW
Thanks!
Frappe Open Day
May 2015
New feature - Project Costing
New feature - Dependant Tasks
Tutorial Update - Library Management
Manual Update - WIP
Minor fixes
• Make Quotation button added to Lead.
• Time Log - fixed hours calculation error.
• Bug fixes in Manufacturing Settings and Production Order.
• Bug fixes in Salary Structure.
• Fixed update button in Leave Allocation- did not work on submit.
• Fixes in Expense Claim - total_amount_reimbursed field added.
Minor fixes
• Employee - validation added preventing user from entering a future dob.
• Bug Fixes in Purchase Order - price list none is disabled
Thanks!
@neilLasrado
Open Day
April 2015
Nabin Hait
Migrate
Customised
Precision
If customised precision for
net_total and amount field, it
should be applied to newly
introduced fields total,
net_amount etc.
The migration of data based on
customised precision
Party Model
Patch
Due to a mistake in patch, party
did not set in GL Entry and JV, but
all the party accounts get deleted
Recovered the party accounts
from backup and applied in the
affected accounts
Rewritten the patch to make safe
to apply multiple times
Recurring Docs
Read-only fields like delivered_qty,
billed_amt were getting copied
for recurring docs
Fixed the issue and applied a
patch to fix the recurring docs
Advance
Against
Sales Order
Advance Paid Amount in Sales
Order was getting copied on
making duplicate SO
Fixed the issue and applied a
patch to recalculate advance paid
amount
Opening
Account Balance
New account type Temporary
introduced for making opening
entry
Perpetual Inventory will not be
applied on Purchase Invoice, if
made for Opening.
Ageing Date has been deprecated
Landed Cost
Voucher
Not working for serialised items, if
serial no is processed after making
Purchase Receipt
Bypassed default processing
through Stock Ledger Entry
Updated purchase cost directly
Party
Filter in
Reports
Added Party filter in General
Ledger, AR / AP report
Fixed issue in AR/AP related to
party
Rounding
Issue
Rounding for negative numbers in
JavaScript is different from Python
Fix to return the same result as
Python
GL Entries for
Cancelled
Sales Invoice
There was a bug in deleting GLE,
on cancellation of SI, if grand total
is zero and perpetual inventory is
on.
Fixed the issue and applied a
patch to delete all GLE against
cancelled SI.
Property Setter
Property Setter for idx should not
be created for individual fields if
field order changed from
Customised Form
Deleted all existing property
setters for idx
In List View property should not
be applied to no-value-fields like
Section Break, HTML etc
To Do
Migration of existing cloud
accounts to v5
V5 fixes
Multi currency accounting
Thanks

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ERPNext Open Day - March / April 2015

  • 1. Open Day March-April 2015 Rushabh Mehta ERPNext
  • 2. Version 5 is here. Now watch how SAP becomes history
  • 4. Analytics - Learning from Users
  • 7. Visit to CWT in Germany Thanks Michael Wagner!
  • 8. In Search of a Partner Model • Thou shalt not fragment the product • Thou shalt not ask for exclusivity • Thou shalt not re-brand • Thou will not be given services • Thou shalt not pay us? Fail !
  • 9. That does not seem to be going anywere
  • 10. Networking Technopark Incubator in Kerala iSPIRT meetup on Sales Hackers and Founders meetup in Mumbai Fail !
  • 11. New Experiments • Paid Development • Paid on-boarding help • Change in Pricing Model (?) • Recruitment (naukri.com) Fail !
  • 12. Learning from Steve Jobs: Be and idealist and don’t settle for average!
  • 13. Making the world a better place Thanks!
  • 15. Support Ticket • Observation: Due to new email system, lots of duplicate tickets are created. 0 175 350 525 700 May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr 2014-15 2013-14 2012-13 442 616
  • 16. Forum • 0 400 800 1200 1600 May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr 2014-15 2013-14 2012-13 1074 1514
  • 17. New Customers • Observation: With the release of free plan, conversions has slowed down. 0 7.5 15 22.5 30 May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr 2014-15 2013-14 2012-13 13 10
  • 18. Renewals • Observation: Considering last years conversion and renewal,this year’s renewal should have been be 24. 0 5 10 15 20 May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr 2014-15 2013-14 14 16
  • 19. Testing Reported 57 issues in version 5, out of which, 38 Issues are closed.
  • 20. Help Videos • Basic Navigation • Setup Wizard • Lead to Quotation • Import Data • Item and Pricing • Opening Stock Balance • Opening Account Balance Click here to see videos. Also led to cleanup in the product.
  • 21. User Reviews Thanks Rushabh for the improvement you have made on the ERP platform 
 and indeed, its energy and resources invested, congratulations.
 
 - Mac Deus
 I am hooked on ERPNext! We have had the foresight to be on ERP which we had 
 got made from scratch. However in using ERPNext, I realised that most of things 
 I have struggled to develop and it was slow path were already there. The Ease of 
 use will make it possible to deploy easily. Also the customisation abilities are very 
 exciting. I hope to be a big user as well as will be your evangelist. - Raghu, Nandan GS (Aviation) • Positive Feedback
  • 22. User Reviews You guys were wonderful. It ultimately came down to two things:
 The time zone difference for support and the ability to import into quickbooks. 
 It is very difficult to find a bookkeeper in our price range that is comfortable with 
 anything else but quickbooks. - Kyle Krenzer, Elevation Organics • Negative Feedback
  • 23. User of the Month 
 For testing ERPNext version 5 testing 
and reporting issues, specially Material Request :) • Ruchin Sharma Ruchin works with miSport, Gurgaon.
  • 26. Free!
  • 29. ERPNext scales horizontally ● Cluster of Master-Slave setups with HTTP routing for *.erpnext.com ● Only Routing / proxy component was left ● Redis + Nginx FTW! (varnish would have been an overkill)
  • 30. ● CLI stable ● bench upgrade commands done (really, they work now!) ● V5 rollout on ERPNext cloud also going smooth V5 Tooling
  • 31.
  • 32. Upcoming Projects ● More visual tooling for press (internal). ● Commercial Frappe monitoring system. ● Improve ansible playbooks ● Docker image?!?
  • 35. New feature - Project Costing
  • 36. New feature - Dependant Tasks
  • 37. Tutorial Update - Library Management
  • 39. Minor fixes • Make Quotation button added to Lead. • Time Log - fixed hours calculation error. • Bug fixes in Manufacturing Settings and Production Order. • Bug fixes in Salary Structure. • Fixed update button in Leave Allocation- did not work on submit. • Fixes in Expense Claim - total_amount_reimbursed field added.
  • 40. Minor fixes • Employee - validation added preventing user from entering a future dob. • Bug Fixes in Purchase Order - price list none is disabled
  • 43. Migrate Customised Precision If customised precision for net_total and amount field, it should be applied to newly introduced fields total, net_amount etc. The migration of data based on customised precision
  • 44. Party Model Patch Due to a mistake in patch, party did not set in GL Entry and JV, but all the party accounts get deleted Recovered the party accounts from backup and applied in the affected accounts Rewritten the patch to make safe to apply multiple times
  • 45. Recurring Docs Read-only fields like delivered_qty, billed_amt were getting copied for recurring docs Fixed the issue and applied a patch to fix the recurring docs
  • 46. Advance Against Sales Order Advance Paid Amount in Sales Order was getting copied on making duplicate SO Fixed the issue and applied a patch to recalculate advance paid amount
  • 47. Opening Account Balance New account type Temporary introduced for making opening entry Perpetual Inventory will not be applied on Purchase Invoice, if made for Opening. Ageing Date has been deprecated
  • 48. Landed Cost Voucher Not working for serialised items, if serial no is processed after making Purchase Receipt Bypassed default processing through Stock Ledger Entry Updated purchase cost directly
  • 49. Party Filter in Reports Added Party filter in General Ledger, AR / AP report Fixed issue in AR/AP related to party
  • 50. Rounding Issue Rounding for negative numbers in JavaScript is different from Python Fix to return the same result as Python
  • 51. GL Entries for Cancelled Sales Invoice There was a bug in deleting GLE, on cancellation of SI, if grand total is zero and perpetual inventory is on. Fixed the issue and applied a patch to delete all GLE against cancelled SI.
  • 52. Property Setter Property Setter for idx should not be created for individual fields if field order changed from Customised Form Deleted all existing property setters for idx In List View property should not be applied to no-value-fields like Section Break, HTML etc
  • 53. To Do Migration of existing cloud accounts to v5 V5 fixes Multi currency accounting