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Erpnext Open Day Presentation - August 2012

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.

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Erpnext Open Day Presentation - August 2012

  1. 1. open day nabin hait august’ 2012 erpnext.com
  2. 2. cleanup & testcases• party• account• cost center• quotation• sales order• journal voucher• payment entry• gl entry
  3. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 13. to-dofull system cleanup & testcases
  14. 14. thanks!

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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.

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