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Demo Day




     Nabin Hait
Web Notes Technologies

     28-06-2012
Highlights
   Automated Test Cases
   erpnext installation from file system
   Patch system revamped
   Bug fixes and support
   Requirement analysis and design of 43square.com
Test Cases
Test Cases
   Test handler and Utility functions
   Successful installation of erpnext
   Patch version and log
   Default master created
   Account setup
           company, fiscal year, chart of accounts and cc,
            global defaults, user created properly
   Test of all masters
Test Cases
   Sales order - reserved qty
   Delivery note - over delivery, part delivery, negative
    stock
   Stock entry submit and cancel
            check bin qty, stock ledger entries, serial no
   Different class of exception handling
   Changes to run old nestedset test case
Erpnext Installation
   Installation using file system
           No more maintenance of master.sql
           Default masters through script
   Patch system revamped
           Patch Version
New Features
   Recurring Invoice
           Quarterly, half-yearly and yearly
           Flexible invoice period
   Same purchase rate throughout purchase cycle
           Based on global settings
   Item Barcode implementation
   Account balance in chart of accounts
New Features
   Reserve item in one warehouse and deliver from
    other
   Maintenance visit cleanup and integration with
    maintenance schedule
   Deletion of corresponding account on deletion of
    customer/supplier record
Bugs
But now system is more stable...
Bugs
   Pull available qty in SO and DN in selection of item
   Issue in quality inspection fixed
   Issue fixed in stock reconciliation
           stored diff info & made label mandatory
   Fixed long username truncation issue
   Error fixed in sales/purchase register
   Run view ledger report through set_route
   SO search query in DN - currency check removed
Bugs
   Validation changed in supplier
   Error fixed in reorder item email notification
   Fixed utf-8 error in multi ledger export
   Fetch organization from lead to quotation
   Copy uom in purchase invoice from PO and PR
   If duplicate entries in tax table, those are not
    reflecting in the sales/purchase register
   Error fixed in cost center wise expense report
Bugs
   Query changes for tax account - allowed account
    type income/expense
   Parent Node validation fixed for tree
   Customer info added in maintenance schedule event
   Convert to group/ledger button hide/unhide issue
    fixed
   Series issue in attendance template fixed
   List view of sales/purchase invoice
           debit/credit account if not customer/supplier
Bugs
   Custom query for item in serial no
   Expected delivery date mandatory only if order type
    is sales
   Packing list code updated for duplicate items in item
    table
   Link to sales/accounts browser fixed
   Deleted sms code from sales order
   Serial no and stock sync
Bugs
   Debit/credit not set and opening balance issue
   deleted last_so update in customer code from sales
    order
   C-form issue
   Stock level report customization
   Submission of masters
   Stock valuation issue
Framework Initiatives

   mindset changed
   run the report only if route changes
   Sort by child table column in new report
   Sql result as utf-8
   reload_doc deprecated for doctype
   error fixed in doclist view
Other Project Support
   Softdel
             Issues fixed in their HR System

   KnightFrank
             Technical Support
Nice try
   43square.com
          Requirement analysis and design
To-Do-List
   Accounts module redesign
           Drop account balance table
           Delete cancelled gl entries
           All reports based on new structure
   Inventory and accounting integration
   Bulk mailing system
   Supplier quotation
   Test cases
Thank You

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Demo day (june) at erpnext

  • 1. Demo Day Nabin Hait Web Notes Technologies 28-06-2012
  • 2. Highlights  Automated Test Cases  erpnext installation from file system  Patch system revamped  Bug fixes and support  Requirement analysis and design of 43square.com
  • 4. Test Cases  Test handler and Utility functions  Successful installation of erpnext  Patch version and log  Default master created  Account setup  company, fiscal year, chart of accounts and cc, global defaults, user created properly  Test of all masters
  • 5. Test Cases  Sales order - reserved qty  Delivery note - over delivery, part delivery, negative stock  Stock entry submit and cancel  check bin qty, stock ledger entries, serial no  Different class of exception handling  Changes to run old nestedset test case
  • 6. Erpnext Installation  Installation using file system  No more maintenance of master.sql  Default masters through script  Patch system revamped  Patch Version
  • 7. New Features  Recurring Invoice  Quarterly, half-yearly and yearly  Flexible invoice period  Same purchase rate throughout purchase cycle  Based on global settings  Item Barcode implementation  Account balance in chart of accounts
  • 8. New Features  Reserve item in one warehouse and deliver from other  Maintenance visit cleanup and integration with maintenance schedule  Deletion of corresponding account on deletion of customer/supplier record
  • 9. Bugs But now system is more stable...
  • 10. Bugs  Pull available qty in SO and DN in selection of item  Issue in quality inspection fixed  Issue fixed in stock reconciliation  stored diff info & made label mandatory  Fixed long username truncation issue  Error fixed in sales/purchase register  Run view ledger report through set_route  SO search query in DN - currency check removed
  • 11. Bugs  Validation changed in supplier  Error fixed in reorder item email notification  Fixed utf-8 error in multi ledger export  Fetch organization from lead to quotation  Copy uom in purchase invoice from PO and PR  If duplicate entries in tax table, those are not reflecting in the sales/purchase register  Error fixed in cost center wise expense report
  • 12. Bugs  Query changes for tax account - allowed account type income/expense  Parent Node validation fixed for tree  Customer info added in maintenance schedule event  Convert to group/ledger button hide/unhide issue fixed  Series issue in attendance template fixed  List view of sales/purchase invoice  debit/credit account if not customer/supplier
  • 13. Bugs  Custom query for item in serial no  Expected delivery date mandatory only if order type is sales  Packing list code updated for duplicate items in item table  Link to sales/accounts browser fixed  Deleted sms code from sales order  Serial no and stock sync
  • 14. Bugs  Debit/credit not set and opening balance issue  deleted last_so update in customer code from sales order  C-form issue  Stock level report customization  Submission of masters  Stock valuation issue
  • 15. Framework Initiatives  mindset changed  run the report only if route changes  Sort by child table column in new report  Sql result as utf-8  reload_doc deprecated for doctype  error fixed in doclist view
  • 16. Other Project Support  Softdel  Issues fixed in their HR System  KnightFrank  Technical Support
  • 17. Nice try  43square.com  Requirement analysis and design
  • 18. To-Do-List  Accounts module redesign  Drop account balance table  Delete cancelled gl entries  All reports based on new structure  Inventory and accounting integration  Bulk mailing system  Supplier quotation  Test cases

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  19. \n