On Open Day, we share our activities of the month with each other and the community. It's when we take a step back and see where we stand. To see past open days, visit https://frappe.io/blog/open-day
16. Collaborative Project Management
• Projects module.
• Project
• Task
• Time-log
• User (Child table of Project)
• Availability
• System user and website user.
• By default every new user is a website user.
• Welcome email is sent when a user is added to a project.
• Features available for tasks and time-logs
• View
• Update status
• Add comment
• Create New
18. Findings on setting up ERPNext
• “View a list of all the help videos” URL not correct
• Supplier Quotation: Tax and Charges by default you can select only 1. Multi select
needed.
• Purchase Order: ”Get last purchase order" should have msgbox saying "No last
purchase order found”.
• Purchase Order: On completed cycle MAKE button does nothing, only flickers.
• Did not understand the concept of Allowance percentage.
• Even after submitting and viewing some things still shows up in notification.
• Edit from link button, stays on same page after saving, it should go back to previous
page.
19. Findings on setting up ERPNext
• Edit from link button, stays on same page after saving, it should go back to previous
page.
• Mandatory Field collapsed in Selling->Quotation->Territory
• Cannot create Sales Order till you convert Lead into customer.
• Save and Submit bit confusing, should be auto save and only submit
• Sales Invoice: Cannot submit, cannot update stock against Delivery Note
• Production Order: Should have some message to enable production for item
• Production Planning Tool:Error "Cannot create production order", no clear reason.
• Cannot delete item group tree
• HR - Employee Attendance Tool (No Save button)
28. CLEANUP & FIXES
RECURRING DOCS
▸ Next recurring date now can be set manually
▸ ‘No Copy’ fields should not get copied
▸ Reset recurring id on amendment
▸ Fixed delivery and billing status of affected recurring
orders
29. CLEANUP & FIXES
SERIALISED ITEM VALUATION
▸ Fixed logic of serialised item valuation for negative stock
and zero rate purchase
▸ Reposted existing stock ledger entries
30. CLEANUP & FIXES
REPORTS
▸ Trial Balance and Financial Statements
Show group rows with zero values if there are values against children.
▸ Balance Sheet
Message if previous fiscal year is not closed
▸ Delivered / Received Items to be Billed
Refactored based on billed amount
▸ Check print permissions on report printing / pdf
31. CLEANUP & FIXES
FRAPPE
▸ Set new document name after creating via link field
▸ Set docstatus before and after insert
▸ Don't notify to all system users from communication
46. FOR USER
• User has to click on Make Supplier Quotation
• Select supplier in pop up and click on Make Supplier
Quotation
47. FOR SUPPLIER
• To invite supplier to bid on requirement user has to send
email to supplier by clicking on Send Supplier Emails
• If supplier’s user is new then supplier get link to update
the password.
49. RFQ PORTAL VIEW
• Supplier enter into bid by entering the rate against the
product or service.
• Supplier can also change the quantity
• Supplier quotation will create on submission of RFQ.
50. FEATURE REVIEW
• Add margin in pricing rule
• Apply margin on sales flow(Quotation -> Sales Order -> Sales
Invoice -> Delivery Note)
51. SUPPORT WEEK
• Image view get hide after submission of records.
• Draft BOM showing under link field of BOM in Get
Items from BOM on Material Request.
• Indicator in material request item showing wrong colour
if ordered qty is greater than requested qty
(qty==ordered_qty)
• Earlier recurring billing issue.
• Fiscal year removed from trends report.
• Default letter head of the company is not displaying in
sales and purchase flow.
65. # seen unseen
## Implementation
- Check “Track Seen” in doctype
- Optional column `_seen` is created
- Get _seen column in list view
- Update _seen on form load
- Reset _seen on save
71. # chat bot
## Implementation
- New user “Bot” in chat
- If user is bot, evaluate parsers
- HelloBot, ListBot, FindBot
- Add new parsers via hooks.py
- UI changes
- Command-line in desk $
74. PO Address Feature
• Address selection on
PO
• In drop shipping
select customer
address
• Or make PO by
specifying company
address
75. Shopify Sync Log
• User not getting any idea about sync
process
• Hard to debug, if sync break
• In case of any exception, it breaks
whole sync process
79. Stock Update on PI
• Update stock via
Purchase Invoice
• Learnt how perpetual
inventory works and
some basics of
accounting by pairing
with Rohit
• Worked with first pull
request.
82. Some fixes
• Paypal currency validation
• Capture transaction id and
Correlation id for transaction
• Image duplication fixes
• validate paypal credentials while
setting up gateway settings and
creating payment request
98. Paid Users
62 countries
India (65), United Arab Emirates (37), United States (26),
Saudi Arabia (12), Canada (10), Singapore (9), United Kingdom (9)
99. All Users
152 countries
India (699), United States (419), Indonesia (122), Bangladesh (120),
Mexico (114), United Arab Emirates (114), Saudi Arabia (102)
100. Territory wise Sales
2%2%4%
7%
12%
13%
18%
19%
24%
East Asia (India, Pak, Nepal, Myanmar)
North America
Middle East
Europe
South East Asia (Singapore, Indonesia,
Malaysia, Vietnam etc.)
Africa
South America
North Asia (China, Russia)
Australia
109. Sessions
Red Blink, Sikandar Dhaliwal, USA
Svar FNF, Mahesh Rao, India
Energy Care Holding, Tarek, KSA
World Shopper, Herbert, UK
Waheed, Fast Link, Oman
Crystalline Mirros, Maria, Austria
110. User Feedback
We are loving all of the latest updates and are very excited to see what else comes along
with future releases.
I was especially happy to see the Shopify connector and the payment gateway updates.
I hope that leads to more versatility and a connector is eventually released for
Bigcommerce as well (that's what we recently started using for our e-commerce).
I've been watching some of the videos from the conference as well, sounds like you guys
have some very big things going on! Keep up the good work, it's great watching the
successes you all are achieving!
- Andrew Cook, Atlas Flags
111. User Feedback
I've moved to a local server, can you make sure I don't receive any emails reminding me
to pay for service? Not sure where I would go to unsubscribe.
I'm very happy with the ease of installing and modifying your software so far, thanks for
your work.
- Colten, Fab lab
……………………………………………..
It is with great pleasure to be sending this email. I have not been this excited for a while
now. What you guys are doing is an amazing thing that will surely change the world by
storm.
- Service Provider in Ghana
112. User Feedback
First off, I wanted to express my high regards for the extremely robust ERP system your
team has designed, especially the most recent developments. Great Job!
- Chris, Sea Fire
……………………………………………..
All in all, thank you very much to all the people who have made this possible. It's really
putting back the fun in module development especially for me coming from odoo."
- Anonymous User
113. User Feedback
You guys have an awesome application, and I really wish that ERPNext will suite or
requirements.
- Rabah, Arabcal
……………………………………………..
All in all, thank you very much to all the people who have made this possible. It's really
putting back the fun in module development especially for me coming from Odoo."
- Anonymous User
117. Leave Approver Improvements
Now, you can set a Leave Approver to an Employee
only if the Leave Approver is a Leave Approver.
Wait what?
If no Leave Approver is set for an Employee, a list
of Leave Approvers will be given to pick from
118. Removed from :
Holiday List, Holiday Calendar, Maintenance Schedule, Installation
Note, Expense Claim, Lead, C-Form, Stock Entry, Warranty Claim,
Maintenance Visit, Opportunity, 2otation, GL Entry, Stock
Reconciliation, Journal Entry, Supplier, 2otation, A4endance,
Upload A4endance, Neil Lasrado, Purchase Order, Sales Order, Stock
Ledger Entry, Sales Invoice, Appraisal, Delivery Note, Purchase
Receipt, Purchase Invoice, Leave Block List and reports
8anks to Nabin and Anand for all the help and preventing
catastrophic failure :)
Die Fiscal Year die!
119. Die Celery Die!
● Celery is now defunct. We're moving to Redis 2eue which is a much simpler
system of managing jobs.
● Same functionality as before, just a di>erent system.
Thanks to Anand and Shreyas
120. How Scheduling works
● A script runs at all times, and calls a method every ?ve
minutes
● 8is method will check which events it needs to run and
for which site
● 8en it will trigger an enqueue call for each method it
needs to run, and adds it to RQ
● Methods then get processed by RQ Workers accordingly
● 8ree queues : short, default, long