frappe/erpnext v16.37.0

on GitHub

Features

• Other apps can now add their own voucher types to the Bank Reconciliation Tool, with options shown only for transactions they apply to. Users can create these vouchers in the dialog or open them for full-page editing. (#59313)

Bug Fixes

• Adjusts the Must Be Whole Number check to account for small rounding differences in unit conversions, so quantities that round to a whole number aren’t rejected as fractional. (#59364)
• The “UAE VAT 201” report now shows sales VAT in the company’s currency for foreign-currency invoices, matching the currency used for sales amounts. (#59366)
• Blocks submission of a Delivery Note or a Sales Invoice with Update Stock when a Sales Order item marked Ensure Delivery Based on Produced Serial No has no reserved serial numbers or uses a serial number that is not reserved for it. New Work Orders for these items reserve stock by default; the setting is hidden and cleared on the Sales Order when stock reservation is disabled in Stock Settings. (#59381)
• Skips loading open activities for unsaved Lead, Opportunity, and Prospect records, preventing a not-found error when opening their forms. (#59389)
• Sets the correct Transaction Type for each item when evaluating Pricing Rule settings, so item-specific rules are checked against the right transaction type. (#59409)
• Updates the "Stock Ledger" and "Accounting Ledger" previews so transfer and manufacture entries for Work Order records with reserved stock temporarily release the reservation, avoiding insufficient-stock errors during preview. (#59428)
• Updates batch- and serial-based reservations on Work Order to count only matching stock that is transferred or consumed, including material consumption, and recalculates reserved quantities after stock movements. The Work Order continues to show reserved stock and offer "Unreserve" while stock remains, even after completion; the dialog lists only reservations and quantities that still hold stock. (#59427)
• When creating a Stock Entry from a Job Card, the secondary-item quantity calculation uses entries from that Job Card only, so entries from other Job Cards in the same work order don’t reduce its quantity. (#59435)
• The "Purchase Register" now filters by Supplier Group from the Supplier record, so older invoices without a saved group value can still appear in filtered results. (#59439)
• Updates Production Plan raw-material reservations to account for linked Work Orders that use a different warehouse, reducing duplicate reserved demand in stock totals. Refreshes affected plan warehouses’ stock totals when a work order changes. (#59440)
• Corrects component quantities in Stock Entry documents created from a Work Order when a phantom BOM row uses a different unit of measure than the item’s stock unit. (#59446)
• Limits the Bank Account options in Bank Statement Import to company bank accounts for the selected company. (#59452)
• Automatic production updates no longer reopen a closed Production Plan; it stays closed until explicitly reopened. (#59455)
• Updates stock reservations for a Production Plan when Work Order activity moves it into or out of Completed, so raw material and sub-assembly reservations reflect the plan’s status. (#59450)
• In POS Closing Entry, defaults Closing Amount to Expected Amount for payment methods missing from the POS Opening Entry. (#59460)
• Removes the stray {} from the message shown when a backdated stock transaction requires authorization, so users see clear instructions to contact the listed users. (#59538)
• Allows Repost Item Valuation to cancel and recreate stock ledger entries for Stock Reconciliation records, which could previously cause the recreation to fail. (#59532)
• Updates account filters in Invoice Discounting to use the current Company, so the available accounts reflect the company selected on the form. (#59551)
• Converts service costs copied from foreign-currency purchase orders into company currency in Subcontracting Orders, so finished goods include the converted cost in their valuation. Updates existing orders and draft Subcontracting Receipts with the converted costs. (#59368)
• Updates Sales Invoice and Purchase Invoice menus to show document-creation options only when users can create the related documents; certain Purchase Invoice actions also require edit access. (#59375)
• Recalculates finished goods’ Planned Qty after a manufacturing Stock Entry updates a Work Order, so process loss is no longer counted as planned stock after completion and the planned quantity is restored if the entry is cancelled. (#59423)
• Applies Stock Reconciliation entries that set an item's quantity to zero when calculating Stock Closing Entry balances, so subsequent stock movements are counted from zero. (#59490)
• Uses only completed Stock Closing Entry records as opening balances for later periods, skipping entries that are failed, queued, or still in progress. (#59495)
• Prevents stock vouchers from being saved when a Serial and Batch Bundle belongs to a different company, including bundles for rejected items. (#59521)
• Shows invoice amounts and totals in the associated account’s currency for invoices with a negative outstanding balance in the bank reconciliation payment window. (#59542)
• Matching vouchers now appear the first time you open the "Actions" dialog in the Bank Reconciliation Tool, instead of requiring you to reopen it. (#59543)
• Checks that users have permission to select the specified Company before returning an item's valuation rate. (#59562)
• Blocks the Work Order manufacture dialog when Qty for Manufacture is not greater than pending process loss, because no finished goods would be produced. (#59569)
• Copies comments from a Lead to an Opportunity even when the current user lacks permission to create them. (#59571)
• Makes From Date optional in the "Stock and Account Value Comparison" report and limits "Repost GL Entries" to Accounts Managers, with checks for vouchers in closed periods. Stock Closing Entry now sets From Date based on the previous closing and requires closings to follow in date order; carried-forward batch balances are no longer double-counted, and existing chained entries may need regeneration using "Regenerate Stock Closing Entry". (#59566)
• Comments, communications, tasks, and events are copied or linked to related records only when you have permission to view the source record. (#59575)
• Updates item stock quantities in the Point of Sale selector when a new order starts, so recent sales appear without requiring a page refresh. (#59578)
• Updates stock handling so backdated transactions submitted concurrently include earlier-posted entries saved later and create a Repost Item Valuation when later entries need recalculation. (#59371)
• Stock Settings hides Auto create Serial and Batch Bundle for outward, Do not update Serial / Batch on creation of auto bundle, and Set Serial and Batch Bundle Naming Based on Naming Series when Activate Serial / Batch No for Item is off, and reloads after that setting changes. It prevents turning the setting off while an Item uses serial or batch tracking and blocks enabling Has Serial No or Has Batch No while the setting is off; existing tracked items can still be saved. (#59574)
• Values incoming stock in Stock Entry material transfers using the value removed from the source warehouse plus additional costs, including for serial- and batch-tracked items, so rounding differences between the transfer’s two sides are not posted to the Stock Adjustment account. (#59594)
• Purchase Invoice now rejects duplicate items when Update Stock is off, unless Allow Item to be Added Multiple Times in a Transaction is enabled in Buying Settings; the same item remains allowed on separate rows when linked to different purchase receipts or orders. (#59609)
• When stock reservations are enabled, "Get Items" on manufacturing Stock Entries limits transferred batch quantities to the amount not reserved by other vouchers when it can cover the row; otherwise, it leaves the picks unchanged and submission reports the reservation conflict. (#59603)
• Uses the original receipt rate to value batch and serial returns from a Subcontracting Receipt, including returns involving rejected-material warehouses. Existing returns need reposting to update their stock values. (#59608)
• Checks serial and batch reservations for Work Order and Subcontracting Order rows against reservations across all warehouses, including stock moved to work in progress or sent to suppliers. When adding a partial reservation, it records the row’s full required quantity so subsequent reservations are checked against the correct total. (#59611)
• Returned components in Work Order transactions now reduce the work-in-progress balance, so later returns show only the remaining quantity and manufacturing entries don’t count returned stock as transferred material. (#59618)
• Blocks component returns in Stock Entry until the linked Work Order is Completed or Closed. (#59619)
• The "Item-wise Sales Register" now displays results when an invoice has no matching Customer record, using the customer name and group recorded on the invoice. (#59627)
• Displays the server’s error message when a statement download fails in Process Statement Of Accounts, and skips "General Ledger" statements for customers with no transactions in the selected period. (#59631)
• Checks party-specific item restrictions when saving a transaction, so changing the customer or supplier after adding items does not bypass those rules. (#59637)
• Requires read access to a Material Request and allows Work Order creation only for submitted Manufacture requests that are not stopped. (#59592)
• Keeps allocation rows selectable in the unreconcile dialog while their fields remain read-only. (#59644)

Performance Improvements

• Speeds up searches for Item records in link fields by using a text index to narrow down matches. (#59350)
• Caches access checks for source documents that provide locked item prices, avoiding repeated checks for each item row and reducing delays with large documents. (#59606)

Authors: @Sudharsanan11, @mihir-kandoi, @Pandiyan5273, @deepeshgarg007, @Shllokkk, @ervishnucs, @kaulith, @Afsalsyed, @rohitwaghchaure, @diptanilsaha
Reviewers: @Sudharsanan11, @mihir-kandoi, @Shllokkk, @rohitwaghchaure, @diptanilsaha, @nikkothari22