frappe/erpnext v16.4.0

on GitHub

Features

• Adds "Clear Demo Data" option to the desktop menu, letting demo company users delete the sample records from their site. (#52147)
• Adds TFY code to naming rules so document numbers can display a shortened fiscal year (e.g., 25-26). Adds Use Posting Datetime for Naming Documents option in Global Defaults, letting document numbers use the document’s posting date instead of its creation date. (#52225)
• Adds an editable DocTypes To Delete table in Transaction Deletion Record, letting you review or change which documents will be removed and import or export that list as a CSV template. (#52321)
• Adds a "Partially Billed" status to Delivery Note documents to clearly show when a delivery has been fully sent but only partly invoiced. (#52362)
• Adds a read-only Company field to Bin, automatically filled from the linked warehouse, so you can see which company each stock balance belongs to. (#52380)

Bug Fixes

• Adds "Set Incoming Rate as Zero for Expired Batch" option in Selling Settings, letting you record standalone credit notes for expired batches at zero value instead of the original cost. (#52141)
• Fixes Request for Quotation emails so that placeholders (e.g., Supplier Name, User Full Name, Company) are replaced with the correct information in both the preview and the sent message. (#52164)
• The "Create Work Order" action in Production Plan now generates a separate Work Order for each planned start date of the same item, so quantities split across multiple dates are scheduled correctly. (#52168)
• Removes the "Clear Demo Data" option from the top toolbar in demo mode, leaving it only in the desktop menu to avoid duplicate links. (#52172)
• Fixes a loading error in Purchase Order form that appears when users without edit rights on the Schedule Date field open the document. (#52183)
• Adds Landed Cost Voucher charges to the incoming rate of internal Purchase Receipt transactions, so reposted entries display the correct stock value and ledger amounts. (#52192)
• Corrects lead time shown for finished goods in "Material Requirements Planning" report, which previously always displayed 1 day. Adds Item Lead Time link to the Manufacturing sidebar for quicker access. (#52197)
• Hides the Item Wise Tax Details table on printouts of Quotation, Sales Order, Sales Invoice, Purchase Order, Purchase Invoice, Supplier Quotation, Delivery Note, Purchase Receipt, and POS Invoice, so printed documents no longer display stray code. (#52203)
• Prevents an error during asset scrapping by leaving the Journal Entry naming series empty when the Asset Depreciation Naming Series has not been set. (#52206)
• Fixes server error triggered when scanning a serial number via barcode in Sales Invoice for items that track both batches and serials. (#52212)
• Hides the "Close" button on Work Order when its Status is "Completed", preventing accidental extra status changes. (#52215)
• Adds decimal precision to the calculation of Rejected Qty in Serial and Batch Entry, so batch quantities show accurate values after unit conversion. (#52218)
• Re-enables the option to rename Sales Invoice documents, letting you correct or change their IDs when needed. (#52224)
• Administrator now automatically receives all existing roles during setup, so no roles remain unassigned after installation. (#52227)
• Shows the correct Item Code when you add this column to report views such as the Sales Order list; previously the field appeared blank. (#52234)
• Adds a check in the Stock Entry form that blocks saving a Repack entry with multiple finished goods unless Set Basic Rate Manually is ticked for each item. (#52240)
• Link fields now correctly display the linked document’s title (e.g., “PRJ-001: New Website”) instead of sometimes showing only the code or remaining blank. (#52255)
• Makes the Item Name field editable in Request for Quotation items, letting you adjust the product description before sending it to suppliers. (#52257)
• Stops users from creating Sales Orders that exceed the item quantities specified in the related Quotation. (#52230)
• Corrects the Accounting sidebar label from "Payment Reconciliaition" to Payment Reconciliation so the menu item appears with the proper spelling. (#52282)
• Fixes the "Journal Auditing Voucher" printout to show the Posting Date from the Journal Entry, eliminating the previous mismatch with the date on screen. (#52284)
• Resets the Incoming Rate on each line of Delivery Note and Sales Invoice whenever the item, quantity, warehouse, batch, or serial numbers change, prompting the system to recalculate the cost from the updated details. (#52302)
• Displays the correct balance for each inventory dimension in the "Stock Balance" report when opening stock is recorded through Stock Reconciliation. (#52306)
• Creating a Quotation from a Customer now automatically fills the Contact Person, Contact Name, Contact Email, and Contact Mobile fields. (#52308)
• Fixes stock validation to use the valuation method selected in settings instead of always defaulting to the moving average method. (#52311)
• Fixes the Serial/Batch selector in Sales Invoice, Purchase Invoice, Purchase Receipt, and Delivery Note so it opens as expected even when "Use Legacy (Client Side) Reactivity" is turned off. (#52312)
• Assigns unique numbers to "Pajak Dibayar di Muka" entries in the Indonesian Chart of Accounts, so the accounts display correctly and company setup completes without errors. (#52317)
• Separates supplied items by their BOMs in Subcontracting Receipt, so quantities are calculated correctly when the same finished good is received with different BOMs. (#52324)
• In Project, Gross Margin % now factors in credit notes from linked sales invoices, so the percentage adjusts correctly (e.g., drops to 0 after a full credit) instead of remaining at 100%. (#52330)
• Skips the duplicate cancellation of an attached Packing Slip, allowing linked Sales Invoice documents to cancel without errors. (#52337)
• Blocks purchase returns on a Purchase Receipt when the chosen batch lacks enough stock for the specified posting date, preventing entries that would push batch quantities below zero. (#52356)
• Fixes reserved batch quantity calculation in POS Invoice transactions; returned items now offset sales correctly, preventing incorrect negative batch balances. (#52365)
• Removes non-period columns from the "Profit and Loss Statement" dashboard chart, so it now shows only the figures for the selected periods. (#52367)
• Fixes the "Sales Tax Template" link in the Taxes sidebar so it opens the Sales Taxes and Charges Template instead of Item Tax Template. (#52368)
• Fixes purchase returns made after moving stock to a different warehouse, so the valuation rate now matches the original cost instead of dropping to zero, and the correct warehouse is recognised for items from Purchase Receipt or Purchase Invoice. (#52376)
• Converts exchange rates to numbers in Journal Entry, preventing submission errors when the rate is stored as text. (#52377)
• Shows batch-specific valuation rates for batch items fetched via "Fetch Items from Warehouse" in Stock Reconciliation, instead of the warehouse-level rate previously used. (#52382)
• Includes outstanding quantities from Subcontracting Orders in the ordered stock displayed for each warehouse bin, giving a more complete picture of items already on order. (#52385)
• Fixes incorrect exchange gain/loss amounts in Process Payment Reconciliation when reconciling payments and invoices in different currencies. (#52379)
• Correctly groups item-wise tax details under each tax row, fixing the error that blocks submission of Sales Invoice for companies in the Italy region. (#52391)
• When a Purchase Receipt pulls items from multiple Purchase Invoices, it now merges identical tax rows instead of adding them twice, keeping the tax amount correct. (#52388)

Authors: @UmakanthKaspa, @nivithamerlin, @Praveenkumar26-S, @AarDG10, @kavin-114, @muhamiyan, @rtdany10, @Sudharsanan11, @ravibharathi656, @rohitwaghchaure, @jacob-salvi, @mihir-kandoi, @mendozal, @diptanilsaha, @Navin-S-R, @Tom-1508, @sokumon, @HenningWendtland, @Dharanidharan2813
Reviewers: @iamejaaz, @ruthra-kumar, @mihir-kandoi, @rohitwaghchaure, @AarDG10, @diptanilsaha, @khushi8112