frappe/erpnext v16.22.0

on GitHub

Features

• Adds a New Zealand chart of accounts template for Company setup, so New Zealand companies can start with a local account structure. It includes numbered accounts for assets, liabilities, equity, income, and expenses. (#55572)
• Adds a missing Cost of Goods Sold account to the Philippines chart of accounts. When creating a new company, the setup process now fills in the default expense account automatically. (#55552)
• Adds a Sales Invoice action in Pick List so you can create an invoice from the selected items. The action appears only for invoices that use Update Stock. (#55635)
• Adds Secondary Items and Non Stock Items to Work Order, showing items produced alongside the main item and additional costs from the bill of materials. (#55636)
• Adds a Pricing tab to the Item form once it is saved, showing current prices directly on the page. You can click a price to open it or create a new Item Price with the item already filled in, and "View All Prices" appears when more than 10 prices are available. (#55653)
• Adds the "Item Where Used" report so users can see where an item is used in bill of materials (BOM) records, Product Bundles, item variants, and item alternatives. It includes Item, Company, and Section filters. (#55714)

Bug Fixes

• Updates the Item form’s "Create Variant" dialog to show numbers without decimal places when all range values are whole numbers. It also uses a whole-number entry in that case. (#55564)
• "Budget Variance Report" now shows matching Budget Against options when a Company is selected. The Company filter now appears at the top of the report filters. (#55565)
• The "Budget Variance Report" now shows budget and actual amounts when you select a parent Cost Center, including the cost centers beneath it. (#55566)
• When a return Sales Invoice or Purchase Invoice is submitted for linked customer and supplier accounts, it now creates a Journal Entry with positive amounts instead of negative amounts. The customer and supplier accounts are posted on the correct debit or credit side for those returns. (#55064)
• Updates Sales Invoice tax calculations for prices that already include tax to use the amount before rounding when calculating tax. This reduces small mismatches in the total, especially for currencies without decimal places. (#55570)
• Updates Purchase Invoice validation to include asset items when Purchase Receipt Required is enabled in Buying Settings. This asks for a purchase receipt for asset items in the same cases as stock items. (#55588)
• Uses the stock received but not billed account for the Expense Account on Purchase Receipt and Purchase Invoice forms that add stock, while other purchase forms continue to use the default expense account. (#55586)
• Adds custom dimension filters to the "Gross and Net Profit Report" so you can narrow the results by the dimensions in your accounts. (#55584)
• Custom column labels in Item apply only in the list view. The report view keeps its own column names. (#55592)
• Updates the labels of percentage fields in Stock Settings to include the % sign. (#55598)
• Corrects the spelling of Payment Reconciliation in the sidebar. (#55602)
• Updates the stock availability indicator in Sales Order to consider quantities already delivered. This prevents partially delivered items from showing as low on stock when enough stock remains. (#55607)
• Adds validation in Stock Entry so finished goods use serial or batch numbers linked to the selected Work Order. If a serial or batch number does not belong to that Work Order, the row is reset to the linked numbers. (#55605)
• Adds missing support for special characters in some displayed text, so affected names and labels appear correctly. (#55581)
• Duplicating Customer and Supplier records now leaves the new copy without the original primary contact and address details. (#55609)
• Fixes formatting issues in report printouts so the content appears in the right place on the page. (#55611)
• Subscription billing now creates the next invoice when the automatic billing process runs slightly late, instead of waiting for the exact date. It also uses the matching deferred revenue or expense setting on items in the plan and avoids errors when a subscription is missing a plan or the current invoice is missing a Due Date. (#55610)
• Reorganizes Accounts Settings into separate tabs for billing, payments, credit limits, assets, account closing, reports, and other settings. This makes the page less crowded. (#55603)
• Blocks sales documents from using the Sample Retention Warehouse setting in Stock Settings. Retained sample stock cannot be sold through those documents. (#55634)
• In Quotation, the Quotation To field now includes CRM Deal, so quotations linked to a CRM Deal keep that selection when saved. (#55619)
• The Work Order status is now In Process instead of Not Started when material transfer is skipped. (#55642)
• The batch prefix in Stock Settings is now treated as plain text when generating Batch names, so text that looks like a template does not change the generated name. (#55664)
• The "Profit and Loss" report now shows 0% when both compared amounts are zero and no longer shows null% for rows with missing amounts or a zero amount in the previous period. The growth view now skips empty spacer rows. (#55697)
• Skips blank rows in financial statements so they do not appear with the usual formatting. Removes an extra blank row from the "Cash Flow" report. (#55698)
• Saving a new Subscription creates the first invoice, including any billing periods that have already passed. Subscription status updates when linked invoices or payments change. (#55701)
• The "Update Items" action on submitted documents now respects the Only Allow Edit For setting for the current step. The person who moves a document into that step does not keep edit access unless they are assigned to that role. (#55667)
• Renames Valuation Rate to Average Rate in Stock Ledger Entry. The "Stock Ledger" report renames the rate column to Outgoing Rate and shows 0 for stock coming in. (#55394)
• The system now requires permission to add a new Account, and the ignore_permissions flag no longer skips this check. (#55704)
• Allows Stock Entry to update the linked Project's consumed material cost without edit access to the Project. This prevents a permission error when submitting the Stock Entry. (#55707)
• Only System Manager users can create or update the Print Format for Cheque Print Template. The "Create Print Format" and "Update Print Format" buttons no longer appear for other users. (#55712)
• The BOM form now prevents the finished good from being listed in Secondary Items. This avoids the same item appearing twice with different costs. (#55719)
• The "Update Items" dialog now shows only the item code in the Item Code column, instead of the code and item name together. (#55723)
• Adds permission checks to POS Profile, Purchase Invoice, Issue, and the "Supplier Quotation Comparison" report, so only users with access can use them. (#55726)
• Submitted Stock Reconciliation records can no longer be edited. (#55735)
• Adds checks to Stock Entry disassembly entries so the finished item quantity matches the quantity being disassembled. It also blocks material items that are not in the related manufacturing record and checks the rest against the amounts from that record. (#55740)
• Allows the required Job Card actions to run. Removes duplicate quantity and completion time entries so each value is recorded only once. (#55744)
• The "Inactive Sales Items" report now uses safer database queries when generating its results. This reduces the chance of harmful input changing what the report shows. (#55752)
• Prevents submitting a Job Card while it is On Hold. Users resume and complete the job before submitting it. (#55762)
• Related documents now use the billing, tax, payment terms, and contact details of the new customer or supplier instead of copying them from the original document. (#55579)
• Adding taxes from an Item Tax Template now fills in the Category and Add/Deduct Tax fields automatically. (#55773)
• The "Inter Company Purchase Invoice" button no longer appears on Sales Invoice forms when there is no quantity left to invoice. The new invoice uses only the remaining quantities, so already invoiced quantities are not added again. (#55768)
• The "Stock Balance" report now accepts multiple selected items when Show Stock Ageing Data is enabled, so it no longer fails in that case. (#55775)
• Stock reservations no longer block subcontracting operations in the same Work Order. (#55766)
• Adds validation for the PDF Name field in Process Statement Of Accounts and checks permission before automatic emails are sent. (#55783)

Performance Improvements

• Line items now only check the valuation-rate setting when the customer or supplier is internal. Payment Request now only checks payment schedules when they exist. (#55558)
• ERPNext checks linked purchase, sales, and subcontracting documents and shows all line items blocked by closed or on hold documents in one message. It also skips line items that are already fulfilled by another linked document. (#55573)

Other Changes

• Adds missing 6% and 0% VAT options for Belgium in the setup tax list and formats the 12% rate as 12.00 for consistency. (#55583)

Other Changes

• When no discount is set, the Discount Date stays blank in the payment schedule. (#55568)
• A paid purchase return no longer marks the original Purchase Invoice as overdue. The Write Off Account field on Purchase Invoice now only allows profit and loss accounts from the same company, and Write Off Cost Center now only allows cost centers from the same company. (#55576)
• The Stock Entry list now shows stock transfers marked for transit as In Transit until they are fully received. (#55658)
• CRM integrations now create Prospect and Customer records using only the details they accept, so extra information is ignored. (#55729)

Authors: @ervishnucs, @barredterra, @Abdeali099, @shubhdoshi21, @maasanto, @Sudharsanan11, @Jatin3128, @AhmedAbokhatwa, @nikkothari22, @nabinhait, @Hemil-Sangani, @ankush, @mendozal, @diptanilsaha, @Shllokkk, @kaulith, @khushi8112, @shahzeelahmed, @ljain112, @rohitwaghchaure, @mihir-kandoi, @IMS94, @Pandiyan5273, @Soham-ambibuzz, @nishkagosalia
Reviewers: @mihir-kandoi, @vinaymishraofficial, @ruthra-kumar, @Jatin3128, @diptanilsaha, @rohitwaghchaure, @khushi8112, @nikkothari22, @nabinhait, @nishkagosalia