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. Here's our Open Day for July 2018.
77. 2 / 8
ERPNext Product
● Studied like a client / user of the product.
● Trial account
● Explored modules
● Dummy entries
● Began attending the demo sessions.
78. 3 / 8
Demo
● Attended maximum calls possible (2-3 per day)
● Studied modules through videos :
● Accounting
● Education
● Manufacturing
● CRM
● ...
79. 4 / 8
Opportunities & Issues
● Opportunities replies
● Sessions scheduling
● Issues not replied yet !!!!
● Creating opportunities from Bench Site – daily
update. (1000+ opportunities generated as of now
and followup mails sent on trial version users. )
80. 5 / 8
My 1st
Demo session
● Finally managed to give one demo session :
SimplyRFID
81. 6 / 8
Next month
● discuss.erpnext.com
● Issues reply
● More demos
106. Support
• Account No + Account Name in the trial balance and financial
statements report
• Deducted tax adding up in the total amount in the GST
Itemised Purchase Register report.
• Valuation rate for serialized item
• Rounded total added in the purchase cycle
• Provision to select the cost center in the asset
• Not able to update the current value of the prefixes which
are defined in the autoname field
• Invoices not showing in the gross profit report against which
sales return entry has created
• System always fetches the payment terms template from the
company
• BOM replace timeout issue
• Handle the OverflowError exception in the in_words method
• Fixed zero value rows showing in the report’s print
107. Other Support Activity
• Submitted 170+ purchase invoices and cancelled 10
stock entries from the backend
• Fixed minor selco issues
• Created few child table doctypes for VTU
109. Sr Task Completed
1 Daily Support Tickets 100%
2
V11 Testing and Release
Support
20%
3 Workstation Activity 100%
4 Brute Force Security 100%
5 Documentation on 6 feature 0%
Status
150. Other fixes
Fixed comment mentions Setup wizard for foreign
languages
Fixed a bug related to
Calendar view - start & end
date as mandatory
Item defaults shouldn’t be
collapsible
[minor] Fixed UI for Issue
Calculate total in Report
builder on the basis of
fieldtypes - Int, Float or
Currency.
Fixes in Program Enrolment
Tool - added a check in
Education Settings for
Academic term to be
mandatory or not.
Fixed field arrangement for
custom fields
175. Sales Review
New Process Result
Assignment and followup
Process set. Need improvement in
updating Opportunities.
Demo Timing
Almost same. Need to reduce timing.
However, challenge to restrict demo to
few feature only, as client check overall fit
before investing time in further
evaluation. Still reduce.
176. 10 videos edited of
webinar on version 11
Resellers & service
provider webinar
1 customer story
178. User Review
We are extremely pleased with ERPNext as a whole
system, and we are amazed at the website capabilities
which took our branding and services to an entire new
level, which really differentiates ERPNext from the other
systems.
I shall write an article on our experience designing our
website through ERPNext and how the modules were
utilized to achieve that. I will send it to you by email.
- Ziryab Imam Ahmed
179. User Review
I can afford only Single User right now as I have to invest
my own money in development. (Inspiration for free plan)
- Pradeep Anand (Trial User)
182. Mobile Issues
Meaningful error message and logout.
Icons update for IOS.
Fix routing issues.
Two-factor authentication support.
Released in Apple store and Google market.
Version bumped to 0.0.13 for both.
183. Data Import / Data Export
Multicheck option was visible always.
Select/Deselect in Data Export was added for each multi
check group.
Data wasn’t getting exported - ‘true’ from js was caught as
string in python.
Refresh was overridden for multi check control.
184. Defaults & User Permission
Getting global defaults for link fields like Company did not
accounted for User Permission applied on user for it.
Test case added to check the same.
186. Loyalty Program
Customer Group & Territory based selection code improved.
Loyalty Program selection based on date interval.
Redemption code improved to account for various scenarios.
‘is_return’ or ‘cancel’ invoices should undo loyalty entry.
Dialog for selecting LP if not already set for customer.
187. Loyalty Program
Loyalty missing accounts were set from client side, so creating
invoice through api led to errors.
Test cases.
Tier type to set for Customer improv.
Resetting tiers on changing Loyalty Program for Customer.
189. Tax Withholding Category
Rates can be added based on fiscal year and for multiple
companies.
Single and Cumulative thresholds.
TDS field in supplier.
Apply TDS checkbox in Purchase Invoice - auto set and visible
only if selected Supplier has TDS set.
GL Entry related calculations for figuring out unpaid TDS.
190. Chart of Accounts builder refactor
Implementation for Account number.
Submitted chart should be editable by the owner instead of
forking it again.
Ask for name & domain on submission of chart.
Remove hard-coded values for account type.
Delete un-submitted chart.
Comments added on any chart will notify frappe team too.
193. Other Fixes
Job offer UX improvise.
Patch fixes X 4
Delete version log when deleting company transactions.
Stock Balance Report fix.
Crop Cycle fixes related to (Land Unit -> Location).
Employee Separation Fix.
Account autonome function - use generic variable name.
194. Other Fixes
Cost Centre number field added in its tree view.
Setup Wizard CSS fix.
Leave Application ( 1 & “1” ).
Python 2 - 3 related fix in Tax Rule.
Chat fix - don’t allow editing content for a file sent.
General Ledger related fix in query-report.
Translation check fix in base_control.
Bold mentions in comment section.