frappe/erpnext v15.123.0

on GitHub

Features

• When Use Transaction Date Exchange Rate is enabled, Purchase Receipt and Purchase Invoice documents mapped directly from a Purchase Order use the exchange rate for their posting date. Rates entered after mapping or carried over from another purchase document remain unchanged on later saves, and changing the posting date before the first save fetches the rate for the new date. (#60182)

Bug Fixes

• For Sales Order rows with Ensure Delivery Based on Produced Serial No, Reserve Stock is cleared and hidden so existing stock is not reserved for items whose serial numbers are reserved during manufacturing. (#60071)
• Splits manufacturing costs across eligible finished-good rows in Stock Entry, excluding rows with manually set rates or zero value; backdated reposting recalculates all finished-good rows in the entry. (#60136)
• A Stock Entry now rejects manually set finished-good or secondary-item costs that exceed the cost of consumed materials. When a stock entry is reposted, its calculated cost is capped at zero rather than becoming negative. (#60168)
• Automatic batch selection in Stock Entry now accounts for quantities assigned to earlier rows, so rows without a selected batch don’t reuse the same available batch stock. (#60122)
• Item details and prices now account for the transaction type; returns can use their original price list only when a party is selected, and Blanket Order lookups include the document type. (#59862)
• Checks users’ permission to access a Company before returning its default settings. (#60172)
• Stock balance checks now respect the current user’s permissions, so they show only balances the user is allowed to view. (#60262)
• Creating a Customer from a Lead links the lead’s Quotation and Opportunity records that you can edit to the customer, so they appear on its dashboard; records you cannot edit remain linked to the lead. (#60282)
• Sets Sample Size to 1 by default in Quality Inspection, reducing the need for manual entry when creating an inspection. (#60291)
• Combines received quantities from submitted Purchase Receipts and stock-updating Purchase Invoices on a Material Request. The request’s received quantity and status reflect both document types, including after either is canceled. (#60222)
• Updates actual dates on Work Order records to reflect only submitted manufacturing stock entries; cancelling entries recalculates or clears Actual Start Date and Actual End Date. (#60198)
• Prevents Downtime Entry records from being saved when To Time is earlier than or equal to From Time, avoiding negative downtime values. (#60155)
• Allows adjacent working-hour shifts in Workstation schedules when one ends exactly as the next begins, while still flagging overlapping shifts. (#60149)
• Returns created from Sales Invoice, POS Invoice, and Purchase Invoice no longer carry over or automatically allocate advances, preventing invalid advance rows and negative amounts. (#59899)
• Auto-repeated Sales Invoice records retain Payment Terms Template and PO No, while item Service Start Date and Service End Date values shift to the new period in Sales Invoice and Purchase Invoice records. (#60258)
• Keeps short service date ranges after the invoice period in the corresponding month when invoices repeat, rather than shifting them into a later month. (#60329)
• When materials are transferred for production, Work Order consumption uses an item and its alternatives in proportion to the quantities transferred, and counts them together against the required amount. Alternative items are available on material transfer entries when permitted by the work order and item. (#60092)
• Corrects stock balances when an earlier-dated stock transaction is submitted at the same time as another transaction for the same item and warehouse, and creates a Repost Item Valuation when later transactions need recalculation. (#59372)
• During stock reposts, each affected item now uses its own valuation and stock settings instead of inheriting those of the item that triggered the repost. (#60349)
• Rounds the total service cost on each Subcontracting Receipt row after applying the quantity, reducing small differences when costs are split across finished goods. (#60359)
• Corrects the "Stock Balance" report so that, when stock is shown by inventory dimension, each dimension displays its own quantity and value from a Stock Reconciliation instead of the warehouse total. (#60384)
• Keeps the existing FIFO valuation rate when the remaining quantity rounds to zero, rather than calculating a misleading rate from a tiny balance. (#60386)
• Blocks backdated batch transfers into a warehouse when a later Stock Reconciliation exists for the same batch, so the reconciliation continues to set its quantity. (#60398)
• Uses the quantity recorded in inventory to value rows in Purchase Receipt and stock-updating Purchase Invoice, reducing small differences that can be charged to Cost of Goods Sold when unit conversions are rounded. (#60390)
• Rounds stock quantities in Sales Invoice and Delivery Note transactions to the stock ledger’s precision, reducing small balance discrepancies from fractional unit conversions; entries that round to zero are skipped instead of causing an error. (#60392)
• Stock Entry now uses the item's selected unit when calculating the quantity to receive at the end of transit, accounting for unit conversions and keeping partial receipts within the stock remaining in transit. (#60388)
• Rounds quantity totals before stock and manufacturing checks, so tiny decimal differences do not block batch picking, ordering the remaining quantity on a Blanket Order, completing a Job Card, or disassembling a Work Order. (#60353)
• When a stock transaction has no earlier warehouse stock, its fallback rate uses only entries dated before the transaction, so later entries don’t affect its value. (#60382)
• Keeps Moving Average purchase returns at their original purchase rate when stock valuation is reposted, so backdated stock transactions do not change their value. (#60370)
• When Do Not Use Batch-wise Valuation is enabled, Stock Entry uses the rate assigned to FIFO batches instead of an average across batches, so repack and manufacture entries reflect the cost of the batch used. (#60362)
• Updates Landed Cost Voucher charge distribution so rounding adjustments do not make any item’s charge negative. (#60356)
• For internal transfers, values the transit warehouse entry in Delivery Note and Sales Invoice documents at the amount removed from the source warehouse, so rounding does not create a small difference between the two. (#60367)
• Refreshes stock-history information before posting each stock transaction, so later transactions do not use outdated item quantities or values left by a failed submission. (#60401)
• Updates POS Closing Entry payment totals so each invoice’s change is deducted once, from the matching cash payment when available, rather than from multiple payment methods sharing the same account. (#60297)
• Updates the "Serial No Ledger" report to include child warehouses when filtering by a warehouse group, show transaction details on every serial row, and use today’s date when As On Date is blank. Serial numbers moved between warehouses now show as Active rather than Delivered. (#60537)
• Recalculates totals when Disable Rounded Total is toggled, immediately updating Rounded Total and Rounding Adjustment without requiring another field change or saving. (#60454)
• Filters both the table and chart in the "Downtime Analysis" report to show only downtime entries the user can access. (#60452)
• Updates Pick List allocation to account for quantities already assigned to each batch in multi-batch bundles when calculating available stock. (#60316)
• Checks read access to Pick List records before using them to create a Delivery Note, and blocks users who lack permission. (#60320)
• Requires a positive Conversion Factor for alternate units of measure on Item records, using a global conversion only when the field is blank. Prevents disabling Maintain Stock for an Item referenced by a submitted Work Order. (#60323)
• When creating a stock Item with Opening Stock, requires Serial Number Series for serialized items and Automatically Create New Batch for batched items; missing settings now trigger an error instead of silently skipping the stock. (#60340)
• Updates the Work Order Connections section to show a numeric produced-item count for duplicated work orders and translate operation statuses into the selected language. (#60444)
• Updates Delivery Note return limits to count components in packed bundles and items already returned, so the same stock is not counted as available twice. Treats blank Project and Sales Invoice links as unset when calculating billable time logs, and checks subcontracting returns against each raw material’s combined BOM requirement. (#60466)
• Updates Purchase Order and Sales Order processing to prevent unit changes on partly received or delivered rows, block item updates on closed, on-hold, or delivered purchase orders and subcontracting from closed or on-hold orders, and avoid repeating quantities already ordered or billed in related documents. Corrects quantity conversions and links for orders and invoices between linked companies and for drop-ship deliveries, and updates returned quantities when a Purchase Receipt is submitted as a return. (#60468)
• Adds permission checks to project, purchasing, quality, subcontracting, and maintenance reports and lookups, so results include only data users can access. Updates role access for Project Template, Non Conformance, Quality Feedback Template, and Maintenance Visit, and limits portal project timesheets to project members. (#60470)
• Keeps the Include Closed Orders filter in the "Purchase Order Trends" and "Sales Order Trends" reports, so it no longer appears in other trends reports. (#60481)
• Updates the Request for Quotation supplier portal to show submitted requests for all suppliers linked to a user and to base Supplier Quotation entries on the request’s items; quotation status also refreshes when items change. The "Supplier Quotation Comparison" report respects viewing permissions and compares prices in company currency, and invoices for Supplier Quotation records are created through Purchase Order. (#60491)
• Updates Task handling so dependent tasks are rescheduled when dates or project relationships change, and project progress is recalculated when a task moves between projects. It also allows timesheets outside planned project dates, corrects task progress and status updates, and supports adding multiple tasks at a project’s root and deleting subtasks. (#60498)
• Corrects blanket-order and purchasing rules: allowances use the original blanket-order quantity; Purchase Receipt returns do not require a Purchase Order, and stock-updating Purchase Invoices do not require a Purchase Receipt; item updates honor Disable Last Purchase Rate and allow the same item from different Material Requests or Supplier Quotations. Supplier holds now honor release dates and apply to applicable receipts, quotations, and bank or cash payments; Supplier and Customer records must use payable and receivable accounts respectively, supplier primary contacts and addresses must be linked to the supplier, and the Show Pay Button in Purchase Order Portal setting limits the "Pay" button to Purchase Order and Purchase Invoice pages. (#60507)
• Changing Date in Supplier Quotation no longer causes an error; Schedule Date is reset only on buying forms that include that field. (#60560)
• Updates the "Procurement Tracker" to show purchase and subcontracting requests and all purchase order lines, calculate estimates and invoiced costs across linked lines, show the latest receipt date, apply Cost Center and Project filters together, and optionally include completed orders. The "Subcontracted Item To Be Received" and "Subcontracted Raw Materials To Be Transferred" reports now omit closed orders and allow one-day date ranges, while "Subcontract Order Summary" shows the order on every row. (#60477)
• Updates "Item-wise Purchase History", "Purchase Analytics", "Sales Analytics", and "Purchase Order Analysis": item-group filters include subgroups, analytics exclude opening invoices and use consistent stock-unit quantities and week labels, and closed orders show no pending amounts to receive or bill. Project-based trends omit rows without a project, the billing-date period option appears only in "Purchase Invoice Trends", requested quantities in different units are not added together, and returns that do not update an order do not change its billed amount. (#60475)
• Updates the "Project Wise Stock Tracking" report to include stock-updating sales and purchase invoices, assign issued-item costs to the project on each stock entry row, and value delivered goods at stock value rather than selling price. The "Delayed Tasks Summary" excludes cancelled and template tasks from delayed results, and the "Daily Timesheet Summary" lists overnight logs under the day they start. (#60494)
• Updates Supplier Scorecard periods and scoring to reflect date ranges, submitted orders, quotation activity, and criteria weights when assigning supplier standings. It also keeps supplier restrictions aligned with scorecards and sends configured notifications when a standing changes. (#60504)
• Only lists child tasks when the user has permission to read the parent Task. (#60499)
• Updates Quality Review scheduling to follow each Quality Goal’s selected date, avoid duplicate reviews for the same goal on a day, and keep reviews open until they are reviewed; review objectives and Quality Feedback parameters must match their goal or template, and feedback ratings start blank. Keeps Quality Action records open until all resolutions are complete, allows multiple Quality Meeting records on one day, preserves procedure links when procedures move, and restores the "Review" report. (#60484)
• Sales Invoice fetches project timesheets only when a project is set or changed, while Timesheet, Activity Cost, and Project Template checks reject disabled activity types, duplicate activity costs for an employee, and invalid template tasks. Project update replies are collected once and skipped for senders without user accounts; Task retains its entered Task Weight, including zero, and Task and Task Type reject negative weights, while projects created from Sales Order use the External type only when it exists. (#60495)
• Updates the Delivery Note list so clicking “To Bill,” “Partially Billed,” or “Completed” filters notes by the displayed status rather than billing percentage. (#60605)
• The Sales Invoice "Get Items From" list now excludes fully returned Delivery Note records, so selecting them alongside billable delivery notes no longer prevents the billable items from being added. (#60609)
• Fixes an issue where large Journal Entry records could remain submitted after cancellation when background processing is enabled. (#60622)
• Fixes pipeline totals and currency display in the “Sales Funnel” report, applies the selected date range, includes quotations in the results, and updates access permissions. (#59973)
• Changes Party Type in the "Address And Contacts" report to a dropdown with Customer, Supplier, Sales Partner, and Lead options. (#60056)
• Corrects the packable bundle quantities shown in the "Available Stock for Packing Items" report. (#60327)
• Updates the "Process Loss Report" to show quantities from production recorded within the selected date range, list Work Orders only when they record a loss during that period, and calculate loss value using produced quantity plus process loss. (#60683)
• Updates a Task’s Task Weight to match the selected Task Type when Type changes, unless Task Weight is also changed at the same time. (#60637)
• Values standalone Sales Invoice and Delivery Note returns at the current stock valuation rate instead of the selling price. (#60616)
• Inter-company Purchase Invoice and Purchase Receipt documents created from a linked Sales Invoice or Delivery Note can now keep its currency even when the companies use different base currencies. The exchange rate is set for the receiving company, and the currency must match the linked document. (#60552)
• For LIFO items in batches with Use Batch-wise Valuation turned off, stock issues use the newest stock layer’s rate instead of the average rate, while purchase returns use the layer matching the original receipt rate. (#60534)
• Allows users with strict user permissions to select permitted warehouses in Warehouse records by excluding Default In-Transit Warehouse from permission checks. (#60530)
• Updates Subcontracting Receipt returns to reverse the proportional additional costs for accepted items being returned, including when charges and rebates offset each other. (#60502)
• Fixes Project task completion and progress tracking, including how completed or cancelled tasks affect project status and how task dates are handled when using "Set Project Status". Also corrects project creation and task duplication, sales amounts linked from Sales Order, and the timing of progress reminder emails. (#60496)
• In Task, a task with no Project inherits its parent task’s Project and Company. Project changes are blocked when they would put a task in a different project from its parent or child tasks. (#60500)
• Updates Timesheet billing and Sales Invoice creation to invoice unbilled time entries using applicable rates and currency conversions, while carrying each entry’s Hours and Project into invoice rows. It blocks duplicate or negative time entries and lists only submitted timesheets in the customer portal. (#60497)
• Updates the "Maintenance Schedules" report to show the correct customer and item details, and gives the assigned salesperson access to schedule events. Adds checks for schedule dates and serials still in stock, and updates Maintenance Schedule and warranty statuses based on visits that remain submitted after cancellations. (#60486)
• Uses company currency for actual costs of purchase order lines without invoices in the "Procurement Tracker". (#60479)
• Corrects customer counts and return handling in the "Customer Acquisition and Loyalty" report, assigns revenue only after customer acquisition, and respects report access permissions. (#60326)
• The "Customer Credit Balance" report lists customers covered by customer-group or company-wide credit limits, even when they have no individual credit limit. (#60330)
• Customer-specific rates in Item Price now use the same lookup rules as selling transactions. (#60304)
• The "Customers Without Any Sales Transactions" report now includes submitted sales invoices, sales orders, delivery notes, and POS invoices when checking for customer activity. A Company filter limits the check to one company and verifies that users can access it. (#60315)
• Updates Payment Entry to recalculate Paid Amount or Received Amount from the other payment amount when the selected account’s currency changes. (#60708)

Authors: @Sudharsanan11, @mihir-kandoi, @barredterra, @Shllokkk, @diptanilsaha, @Pandiyan5273, @krishna-254, @rohitwaghchaure
Reviewers: @Sudharsanan11, @khushi8112, @mihir-kandoi, @barredterra, @diptanilsaha, @rohitwaghchaure