frappe open day - september 2014

113
erpnext Open Day Sep 14 Rushabh Mehta Frappe | ERPNext

Upload: anandpdoshi

Post on 07-Dec-2014

134 views

Category:

Technology


4 download

DESCRIPTION

Month-end presentations from the Frappe/ERPNext team about what's going on at our office and in development of Frappe/ERPNext.

TRANSCRIPT

Page 1: Frappe Open Day - September 2014

erpnext

Open Day Sep 14Rushabh Mehta

Frappe | ERPNext

Page 2: Frappe Open Day - September 2014

Version 5

Page 3: Frappe Open Day - September 2014

Split Core

Core

Core

Custom

Email

Desk

Workflow

Print

Geo

Page 4: Frappe Open Day - September 2014

Move to Frappe

• Country

• Currency

• Note

• Feed (Activity)

Page 5: Frappe Open Day - September 2014

Mailbox Cleanup

Outgoing Email Settings

Support Email Settings

Sales Email Settings

Jobs Email Settings

Email Account

(multiple)

Page 6: Frappe Open Day - September 2014

Communication Cleanup

• Communication + Comment in all

documents

• Email Sent to be added as communication

• Email replies will be threaded to the

document (like Support Ticket)

Page 7: Frappe Open Day - September 2014

New Timeline

Communication Merged

Page 8: Frappe Open Day - September 2014
Page 9: Frappe Open Day - September 2014

Conference

• Great event

• Great talks by users

• Poor attendance

• We are doing something right

• Well managed by everyone

Page 10: Frappe Open Day - September 2014

Item Variants

Ability to Add Item Attributes to Items

Page 11: Frappe Open Day - September 2014

To Do

• Inbox View

• Item Variants (complete)

• Website Item View, show variants

• Split desk - use push-state instead of ajax

• Move merge website pages with desk

pages

Page 12: Frappe Open Day - September 2014

Frappe Portal

• Partner Listing

• App Listing

• Job Application Form

• Training Schedule

Page 13: Frappe Open Day - September 2014

Thanks!

Page 14: Frappe Open Day - September 2014

2SHQ�'D\8PDLU�6D\\HG

6HSWHPEHU������Ȑ�WKH�PD[�PRQWK�

Page 15: Frappe Open Day - September 2014

QHZ�&XVWRPHUV0D[

Page 16: Frappe Open Day - September 2014

UHYHQXH0D[QHZ�FXVWRPHUV

Page 17: Frappe Open Day - September 2014

IXQ���#�(531H[W�&RQI0D[QHZ�FXVWRPHUVUHYHQXH

Page 18: Frappe Open Day - September 2014

(531H[W�&RQI

9LGHRV

Ɣ 6DQMHHYD9HQFH�6\VWHPV

Ɣ 2ODZDOH;DYLHU�%XVLQHVV�6ROXWLRQV

Ɣ 6DOHK%XVLQHVV�&ORXGV

Ɣ 6XUMRQR*XQXQJ�3DQWDUD

3UHVHQWDWLRQV

Ɣ 'HHSDN%XOORZV

Ɣ $GLW\D5RKLW�,QGXVWULHV

Ɣ .DQKDL\D1HZ�,QGLFWUDQV

Ɣ 7DUXQ1HXUDO�,QWHJUDWHG�6\VWHPV

-XVW�)ROORZXS���

Page 19: Frappe Open Day - September 2014

1HZ�&XVWRPHUV

���QHZ�FXVWRPHUV

Page 20: Frappe Open Day - September 2014

5HQHZDOV

���UHQHZDOV

Page 21: Frappe Open Day - September 2014

7ULDOV

����WULDOV

Page 22: Frappe Open Day - September 2014

6XSSRUW�7LFNHW

����WLFNHWV

Page 23: Frappe Open Day - September 2014

8VHUV�)RUXP

����SRVW

Page 24: Frappe Open Day - September 2014

'HYHORSHUV�)RUXP

����SRVW

Page 25: Frappe Open Day - September 2014

,PSOHPHQWDWLRQV

䚔 0\�/DE�/LIH�6ROXWLRQV��+DVPXNK7UDGHUV�LQWR�SKDUPD�LQGXVWU\�IURP�3XQH��'LVFXVV�WKHLU�UHTXLUHPHQW��LQ�GHWDLOV��$QG�KHOSHG�ZLWK�LPSOHPHQWDWLRQ�SURFHVV�

䚔 6HGIRUW��'RNXQ)URP�/DJRV��1LJDULD��7KH\�DUH�LQWR�WUDGLQJ�DQG�IDUPLQJ�RI�IRRG�SURGXFWV��&RQGXFWHG�VHVVLRQ�WR�KHOS�WKHP�JHWWLQJ�VWDUWHG�ZLWK�DFFRXQWV�PRGXOH�

䚔 %REE\�+HUDQWR%REE\�LV�SDUWQHU�IURP�ΖQGRQHVLD��LPSOHPHQWLQJ�(531H[W�IRU�VKRH�PDQXIDFWXUHU�

Page 26: Frappe Open Day - September 2014

'HPRV

䚔 7KH�%D]DDU��-LWHQ7KH�%D]DDU�LV�WKH�VXSHU�PDUNHW�FKDLQ�LQ�/DJRV��7KH\�DUH�HYDOXDWLQJ�(53�IRU�PDQDJLQJ�WKHLU�LQYHQWRU\�DQG�326�VDOHV��&XUUHQWO\�XVLQJ�FXVWRPL]HG�DSSOLFDWLRQ�E\�-LWHQ�ZKR�LV�3\WKRQ�SURJUDPPHU�

䚔 7ULGHT��5DMHVK7KH\�DUH�SODQQLQJ�WR�PDNH�606�GULYHQ�DSSOLFDWLRQ�IRU�WHOHQJDQD�JRYHUQPHQW�WR�PDQDJH�UDWLR�GLVWULEXWLRQ�V\VWHP�

䚔 6SHFLDO�6WHHO��6DLOHVK�MDLQ1HHGHG�FXVWRPL]DWLRQ�IRU�H[FLVH�LQYRLFLQJ��5HFRPPHQGHG�JHWWLQJ�LW�FXVWRPL]HG�IURP�+70/�H[SHUW�DURXQG��RU�VWDUW�SRVW�RQ�RXU�IRUXP�

䚔 5RELQ��5RELQ��'U��5RELQ'U��5RELQ�IURP�&KHQQDL�HYDOXDWLQJ�(531H[W�IRU�DFFRXQWLQJ�PRGXOH��6XJJHVWHG�LGHQWLI\LQJ�FKDPSLRQ�ZLWK�DFFRXQWLQJ�EDFNJURXQG�

Page 27: Frappe Open Day - September 2014

)HHGEDFN�5HYLHZV

9HQNDWHVK�5DR)LUVW�RI�DOO���/RYHG�\RXU��IUDSSH��DQG�DSSODXVH�WR�\RXU�ZRUN�

-DPHV�.LWFKHQ(53�VRIWZDUH�LV�XVXDOO\�YHU\�H[SHQVLYH�DQG�GLIILFXOW��EXW�(53�1H[W�LV�D�JRRG�SULFH�DQG�VHHPV�HDV\�WR�XVH��

PRVWO\�

Page 28: Frappe Open Day - September 2014

)HHGEDFN�5HYLHZV

*XUGHHS�6DKDQL<RX�JX\V�KDYH�UHGXFHG�WKH�ZLGWK�RI�WKH�YLHZDEOH�DUHD�LQ�WKH�V\VWHP"��Ζ�DP�QRW�DW�DOO�KDSS\�ZLWK�WKLV��ΖW�GRHV�QRW�VXLW�PH��ΖW�KDV�VFUHZHG�XS�DOO�P\�UHSRUWV��0RUHRYHU�Ζ�GRQW�WKLQN�LW�LV�ULJKW�WR�FKDQJH�WKH�XVHU�

LQWHUIDFH�OLNH�WKLV���GRQW�XQGHUVWDQG�\�HYHU\WKLQJ�KDV�WR�EH�QDUURZ��/HW�LW�WDNH�WKH�PD[�ZLGWK��IL[HG

Page 29: Frappe Open Day - September 2014

&XVWRPHU�RI�WKH�0RQWK

&RQWUDFWRU�DQG�6RQV�ΖQGLD

)RU�LPSOHPHQWDWLRQ

0HHW�WKHP�DW��KWWS���ZZZ�FRVRQV�LQ�

Page 30: Frappe Open Day - September 2014

7KDQNV

Page 31: Frappe Open Day - September 2014

BaMYMbV�:^QMUR

(531H[W�

6HSWHPEHU�����

%\

�������������������

2SHQ�'D\

Page 32: Frappe Open Day - September 2014

&RQJUDWXODWLRQ����7HDP�(531H[W

Page 33: Frappe Open Day - September 2014

+LJKHVW�1HZ�&XVWRPHUV�0RQWK6HSWHPEHU�����

���1HZ�&XVWRPHUV

Page 34: Frappe Open Day - September 2014

1HZ�6WDUWXS&XVWRPHUV

Page 35: Frappe Open Day - September 2014

�'LJL)/$.�5'��(VWRQLD7UDGLQJ

Page 36: Frappe Open Day - September 2014

�:&0��&DOLIRUQLD0DQXIDFWXULQJ

Page 37: Frappe Open Day - September 2014

�/7)��86$0DQXIDFWXULQJ

Page 38: Frappe Open Day - September 2014

�)$67�5RERWLFV��86$0DQXIDFWXULQJ

Page 39: Frappe Open Day - September 2014

�,ILWZDOD�)DUP�/WG��=DPELD0DQXIDFWXULQJ

Page 40: Frappe Open Day - September 2014

�+HOOHU�(QHUJ\�6ROXWLRQ��,QGLD0DQXIDFWXULQJ

Page 41: Frappe Open Day - September 2014

1HZ�6PDOO�%XVLQHVV&XVWRPHUV

Page 42: Frappe Open Day - September 2014

�1XWHFK�(QJLQHHULQJ�7HFK��,QGLD0DQXIDFWXULQJ

Page 43: Frappe Open Day - September 2014

�-DJXDU��5�9HQWXUHV��6LQJDSRUH0DQXIDFWXULQJ

Page 44: Frappe Open Day - September 2014

�&RQWUDFWRU��6RQV��,QGLD�0DQXIDFWXULQJ

Page 45: Frappe Open Day - September 2014

�,7�*DOOHU\�&RPSXWHUV��6UL�/DQND7UDGLQJ

Page 46: Frappe Open Day - September 2014

�37��*HPD�6\QHUJ\��,QGRQHVLD7UDGLQJ

Page 47: Frappe Open Day - September 2014

�/HPDQ�,QVWUXPHQWV��6$6�)UDQFH0DQXIDFWXULQJ�

Page 48: Frappe Open Day - September 2014

�&DSLWDO�IUXLWV�/WG��=DPELD7UDGLQJ�

Page 49: Frappe Open Day - September 2014

1HZ�(QWHUSULVH&XVWRPHUV

Page 50: Frappe Open Day - September 2014

�0\ODE�/LIHVROXWLRQV��,QGLD�0DQXIDFWXULQJ

Page 51: Frappe Open Day - September 2014

�$FURV�3YW��/WG���,QGLD0DQXIDFWXULQJ

Page 52: Frappe Open Day - September 2014

0DQXIDFWXULQJ

�.DLODVK�,QIUDWHFK�3YW��/WG��,QGLD

Page 53: Frappe Open Day - September 2014

6HUYLFHV

���6TXDUH�,QWHULRU�'HVLJQ��8$(

Page 54: Frappe Open Day - September 2014

7UDGLQJ

�+DQL�%DJHGR�7UDGLQJ��6DXGL�$UDELD

Page 55: Frappe Open Day - September 2014

0DQXIDFWXULQJ

�0\WHF�/DEHOV�/WG��<RUNVKLUH

Page 56: Frappe Open Day - September 2014

(GXFDWLRQ

�<RXQJ�*XUX�$FDGHP\��7XUNH\�

Page 57: Frappe Open Day - September 2014

0DQXIDFWXULQJ

�3URTXLYHU�6��$��'H�&�9��0H[LFR�

Page 58: Frappe Open Day - September 2014

,7

�,QWHUGHVN�6��$��'H�&�9��0H[LFR�

Page 59: Frappe Open Day - September 2014

1HZ�&RPPHUFLDO�6XSSRUW&XVWRPHUV

Page 60: Frappe Open Day - September 2014

,7

�0<0(�7HFKQRORJ\��,QGRQHVLD�

Page 61: Frappe Open Day - September 2014

*UDFHFR�/LPLWHG��1LJHULD��

Page 62: Frappe Open Day - September 2014

6HUYLFH

�:ROI�'LHWHU�*UDEQHU��$XVWULD��

Page 63: Frappe Open Day - September 2014

1HZ�'HYHORSHU�6XSSRUW&XVWRPHUV

Page 64: Frappe Open Day - September 2014

,7

�%HOLHYHUV�&KXUFK��,QGLD

Page 65: Frappe Open Day - September 2014

6HSWHPEHU�����

Ɣ 8QLRQ�*OREDO�0DUNHWLQJƔ 6DEHUQHWL[�7UDGLQJƔ $UPDULR�([FKDQJHƔ 7DHZRR�/LJKWLQJƔ 7KXQGHU�7UDGHƔ 0HKWD�+HUEVƔ 4��:LQGRZVƔ 0<7�:RUNV

�5HQHZDOV��

Page 66: Frappe Open Day - September 2014

6HSWHPEHU�����

Ɣ $VFHQW�&RPPXQLFDWLRQƔ 37��%DOWLV�,QWHUQDWLRQDOƔ 9LFWUDQV�(QJLQHHUVƔ 6XUDM�,QIRUPDWLFVƔ 6KUHH�+RVSLWDOƔ %HQHILW�)RRGVƔ )O\�%\�.QLJKW

�/RVW�&XVWRPHUV��

Page 67: Frappe Open Day - September 2014

2FWREHU�����Ɣ 0DJQHWW�7HFKQRORJLHVƔ -XQLSHU�6ROXWLRQ�/WG�Ɣ .DU\W�,QWHUQDWLRQDOƔ %HQHILW�)RRGV�//&Ɣ 'RJ�+XQWHU�//&Ɣ /\QFKSLQ�7UDLQLQJƔ +RORH\H�6\VWHPVƔ 6HFXUXV�7HOHFRPƔ 'HVLJQ�3ODVWLFVƔ (QHUJ\�&KRLFHƔ 7UHH��7�/WG�

�8SFRPLQJ�5HQHZDOV��

Page 68: Frappe Open Day - September 2014

�7RWDO�([SHQVH�2I

5V�������������"""�����

1R�ZDLW�««�

Page 69: Frappe Open Day - September 2014

,W�LV�MXVW�5V�������������

Page 70: Frappe Open Day - September 2014

7KDQN�\RX

6SHFLDO�WKDQNV�WR�8PDLU��1DELQ�

Page 71: Frappe Open Day - September 2014

OPEN DAYSeptember 2014

Nabin Hait

Page 72: Frappe Open Day - September 2014

• Completed: • Party model • Chart of accounts is ready for 5 countries • Fixed Payment tool & Payment Reconciliation based on Party

Party Model &

Country-wise Charts

Page 73: Frappe Open Day - September 2014

• Pending Tasks: • For all other countries • Chart view • Documentation • Few more test cases

Party Model &

Country-wise Charts

Page 74: Frappe Open Day - September 2014

• Blocked negative stock • For previous negative stock, book “CoGS” based on last available valuation rate

or default buying price list • Fixed reposting logic for future vouchers while making back-dated entry

Perpetual Inventory

Page 75: Frappe Open Day - September 2014

• Fetch items in PO from Material Requests based on Supplier • Landed Cost Voucher: Purchase Receipt Item amount in company currency • Fetch advance entries in Sales/Purchase Invoices, considering advances linked

with Sales/Purchase Order • Project gantt view fixes for translations

Minor fixes

Page 76: Frappe Open Day - September 2014

• Stock balance via Stock Reconciliation should remain fixed always, even after back-dated entries

• Payment Reconciliation for partial payment • Taxes and charges in order currency • Copy chart of accounts from an existing company when creating a new company

To Do

Page 77: Frappe Open Day - September 2014

Thank You!

Page 78: Frappe Open Day - September 2014

2SHQ�'D\6HSWHPEHU������

3UDWLN

Page 79: Frappe Open Day - September 2014

$XWRPDWHG�90V��WLPH�SDFNHU�EXLOG�IUDSSH�MVRQ�

!�YLUWXDOER[�RYI��,PSRUWLQJ�90��ROGYP�RYD

!�YLUWXDOER[�RYI��3URYLVLRQLQJ�ZLWK�VKHOO�VFULSW��XSGDWHBEHQFK�VK

����YLUWXDOER[�RYI��BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB

����YLUWXDOER[�RYI��KWWSV���IUDSSH�LR�EX\���'RQDWH�WR�KHOS�PDNH�EHWWHU�IUHH�DQG�RSHQ�VRXUFH�WRROV

����YLUWXDOER[�RYI�

!�YLUWXDOER[�RYI��3UHSDULQJ�WR�H[SRUW�PDFKLQH���

����YLUWXDOER[�RYI��'HOHWLQJ�IRUZDUGHG�SRUW�PDSSLQJ�IRU�66+��KRVW�SRUW������

!�YLUWXDOER[�RYI��([SRUWLQJ�YLUWXDO�PDFKLQH���

%XLOG�YLUWXDOER[�RYI�ILQLVKHG�

!�%XLOGV�ILQLVKHG��7KH�DUWLIDFWV�RI�VXFFHVVIXO�EXLOGV�DUH�

��!�YLUWXDOER[�RYI��90�ILOHV�LQ�GLUHFWRU\��RXWSXW�YLUWXDOER[�RYI

SDFNHU�EXLOG�IUDSSH�MVRQ������V�XVHU�����V�V\VWHP����FSX���������WRWDO

1HZ�9P�LQ�a�P

Page 80: Frappe Open Day - September 2014

5HOHDVHV

Page 81: Frappe Open Day - September 2014

'HY�:RUNVKRS

Page 82: Frappe Open Day - September 2014

1HZ�'LVFXVVLRQ�)RUXP

Page 83: Frappe Open Day - September 2014

1HZ�'HY�90

Page 84: Frappe Open Day - September 2014

8SFRPLQJ

Ɣ 3D\PHQW�JDWHZD\�LQWHJUDWLRQ

Ɣ 7DOO\�LQWHJUDWLRQ

Ɣ (QKDQFHPHQWV�WR�LQWHUQDO�LQIUDVWUXFWXUH�WRROV

Page 85: Frappe Open Day - September 2014

7KDQNV�

Page 86: Frappe Open Day - September 2014

September 2014Anand Doshi

Frappe Open Day

Page 87: Frappe Open Day - September 2014

Conf T-shirtlesson learnt: convert colours to CMYK before sending to

print!

Page 88: Frappe Open Day - September 2014

Business Cards

Page 89: Frappe Open Day - September 2014

Conf Teaser

Page 90: Frappe Open Day - September 2014

ERPNext 4Presentation for the conference

Page 91: Frappe Open Day - September 2014

@ERPNextConfDelighted to meet the users

Page 92: Frappe Open Day - September 2014

I will be BACKNot a productive month

Page 93: Frappe Open Day - September 2014

Thanks@anandpdoshi

Page 94: Frappe Open Day - September 2014
Page 95: Frappe Open Day - September 2014

A month filled with learning ,

learning2 , teaching &learning again -

Page 96: Frappe Open Day - September 2014

• In some manufacturing process the costs remains the same even if 10 units aremanufactured or 500 units are manufactured.

• Hence a ‘total fixed cost’.

• Total Cost = Raw Material Cost + (Operation Cost x Time x Quantity) + total fixed cost

Page 97: Frappe Open Day - September 2014

• In stock entry doctype there was a single purpose – ‘Manufacture/Repack’  for  both Manufacture & Repack processes.

• Manufacturing  processes  had  a  production  order  associated  while  repack  didn’t  have one.

• These two processes were seprated.

Page 98: Frappe Open Day - September 2014

• In Fiscal Year doctype; Company Link field has been added.

• In Journal Voucher, Sales Invoice, Purchase Invoice, Stock Entry based on ‘Posting  Date’  and  ‘company’  selected,  Fiscal  Year  will  be  automatically  set.

• User can however change the fiscal year.

Page 99: Frappe Open Day - September 2014

• Item  master  has  a  feild  ‘has_batch_no’.

• In stock entry user can make stock entries against an Item and assign it a batch.

• Now after making stock entry user was able to edit the item master and set ‘has_batch_no’  to  ‘No’

• This  bug  was  fixed.  Now  user  cannot  modify  ‘has_batch_no’  in  Item  master  if  stock entry exists against that item.

Page 100: Frappe Open Day - September 2014

• In Batch doctype it was possible to create a batch against an item that has ‘has_batch_no’  set  to  ‘No’  in  Item  Master.

• This bug was fixed. Necessary validations were added & Test Cases were written.

Page 101: Frappe Open Day - September 2014

• Quality Inspection was not linked with Stock Entry.

• If stock entry is made against an item for which Quality Inspection is required, user must be informed and directed to make quality inspection for that item.

• Worked out solution was inadequate. Still working on this Issue.

Page 102: Frappe Open Day - September 2014

• Helped in conducting a Python seminar for students at Fr. Agnel College, Bandra.

Page 103: Frappe Open Day - September 2014
Page 104: Frappe Open Day - September 2014
Page 105: Frappe Open Day - September 2014

1RGP�&C[6HSWHPEHU�����

"CPMKVALCXCNMCT

Page 106: Frappe Open Day - September 2014

'420GZV%QPH�Ũ��

7KDQN�<RX�HQT�[QWT�

GPEQWTCIKPI�TGURQPUG�VQ

Page 107: Frappe Open Day - September 2014

$WI�(KZGU)RFXV��RQ

"CPMKVALCXCNMCT

Page 108: Frappe Open Day - September 2014

$WI�(KZGU=(KZ?�8CNKFCVG�%�(QTOU�CPF�5CNGU�+PXQKEGU�NKPMGF�VQ�'ZKUVKPI�%�(QTOU

Ɣ 8CNKFCVKQPU�CFFGF�ż 'ZEGRVKQP�VJTQYP�KH�5CNGU�+PXQKEG�OGPVKQPGF�KP�%�(QTO�KU�

PQV�HQWPFż 'ZEGRVKQP�VJTQYP�KH�5CNGU�+PXQKEG�YKVJ�NKPMGF�%�(QTO�KU�

ECPEGNNGFƔ /KPQT�'TTQTU�HKZGF

Page 109: Frappe Open Day - September 2014

$WI�(KZGU=(KZ?�/QFKHKGF�9CTGJQWUG�9KUG�5VQEM�$CNCPEG�4GRQTV�VQ�TGHNGEV�+VGO�)TQWRU�CPF�8CNWCVKQP

Ɣ #FFGF�+VGO�)TQWR��$TCPFU��71/�CPF�8CNWCVKQPU�HQT�+P�CPF�1WV�3WCPVKV[

Ɣ /QXGF�VJG�4GRQTV�HTQO�ŧ5VCPFCTF�4GRQTVŨ�VQ�ŧ/CKP�4GRQTVŨ

Page 110: Frappe Open Day - September 2014

$WI�(KZGU=(KZ?�#FF�#DKNKV[�6Q�(GVEJ�0QP�5VQEM�+VGOU�KP�)TQUU�2TQHKV�4GRQTV

Ɣ )TQUU�2TQHKV�4GRQTV�ECP�PQY�HGVEJ�0QP�5VQEM�+VGOU�CU�YGNN

Page 111: Frappe Open Day - September 2014

$WI�(KZGU=(KZ?�/CKPVCKP�5KPING�2GTOKUUKQP�4QNG�HQT�(TQ\GP�#EEQWPVU

Ɣ #EEQWPV�5GVVKPIU�RTGXKQWUN[�CNNQYGF�VYQ�FKHHGTGPV�TQNGU�VQ�COGPF�HTQ\GP�GPVTKGU�CPF�UGV�CEEQWPVU�CU�HTQ\GP��GCEJ

Ɣ (KZGF�UQ�VJCV�WUGT�ECP�UGV�C�UKPING�TQNG�VQ�ECTT[�QWV�DQVJ�CEVKQPU

Page 112: Frappe Open Day - September 2014

$WI�(KZGU=(KZ?�=/KPQT?�#FF�#FFKVKQPCN�2GTOKUUKQP�4QNGU�VQ�%WUVQOGT���5WRRNKGT

Page 113: Frappe Open Day - September 2014

6JCPM�;QW