frappe/erpnext v16.7.0

on GitHub

Features

• Adds "Bank Transaction" to the Reference Type field in Journal Entry Account, allowing each journal entry to be linked to its matching Bank Transaction so both records stay in sync and cancel together when needed. (#52816)
• Adds step-by-step onboarding guides inside each module, giving new users a clear path to set up and start working. (#52922)
• Adds the option to choose a Payment Schedule when creating a Payment Request, automatically setting the request amount to match the selected installment. (#52934)
• Introduces a standard print template for Sales Order and Purchase Invoice, along with corrected wording and translations in the layout. (#52939)
• Adds default "… with Item Image" print formats to Sales Order, Sales Invoice, Delivery Note, Purchase Order, Purchase Invoice, and POS Invoice on new installations.
  Automatically creates a "Company Letterhead - Grey" and sets it as the default letterhead. (#52938)

Bug Fixes

• Partial sales of an Asset now automatically split off the unsold quantity into a new asset, so only the portion sold is marked as sold and depreciated, even when the asset originated from a purchase document. The update also handles sales invoices that list the same asset in multiple line items. (#52394)
• Fixes failure to set company-based abbreviations for new Department names during setup. (#52754)
• Fixes "General Ledger", "Trial Balance", "Purchase Register", and "Sales Register" reports so they display only the chosen company and account when a user has access to multiple companies. (#52757)
• Removes guest access to "Make Payment Request" and now checks user permissions before allowing a new Payment Request, preventing unauthorized users from seeing or creating payment requests. (#52766)
• Adds stricter access checks so only authorised users can create a new Payment Request from another document. Guests can no longer use "Resend Payment Email". (#52768)
• Automatically sets the purpose of Pick Lists created from a Work Order to "Material Transfer for Manufacture", preventing the default (incorrect) purpose from being applied. (#52775)
• Adds a redirect from /addresses to the correct address list page and now shows the "Addresses" portal link only to logged-in customers. This prevents the 500 error experienced when anyone opened the old URL. (#52786)
• Fixes wrong quantity selection for items in Sales Invoice and Purchase Invoice, so serial and batch operations now use the correct stock quantity. (#52788)
• Sets the Reservation Based On field in Stock Reservation Entry to read-only, preventing any changes to the chosen reservation method. (#52796)
• Fixes error that prevents submitting Subcontracting Order created from a Material Request, and updates list view so Subcontracting requests correctly show "Ordered" or "Partially Ordered". (#52798)
• Newly added item rows in Purchase Receipt now automatically fill Expense Account, Cost Center, and Project with the values from the first row. (#52806)
• Fixes a permission error that blocked sales users from updating item lines in their own Quotation documents. (#52819)
• Selecting items in additional rows of Sales Order now fetches the correct price and details; previously, rows after the first always used the first item's information. (#52829)
• Improves the stock shortage message shown during Pick List creation, clearly indicating when the missing units are already reserved in other lists. (#52827)
• Renames Delivery Warehouse field in Sales Order Item to Source Warehouse to match the parent Set Source Warehouse field in Sales Order. (#52837)
• Allows saving a Purchase Invoice when the Supplier Invoice Date is after the Posting Date by removing the previous validation. (#52847)
• Fixes Work Order closure so that its quantity is promptly removed from the Planned Quantity shown in stock bins, avoiding overstated production plans. (#52863)
• Fixes incorrect Transferred Qty and Consumed Qty in Work Order; these fields now show the converted stock quantities when items use different units of measure. (#52874)
• Fixes Work Order to update Returned Quantity in the Required Items table after a return entry, even when the order is closed. (#52883)
• Replaces previous tax rows when a new Taxes and Charges template is chosen in Payment Entry, preventing duplicate entries in the table. (#52319)
• Corrects the sidebar label for Payment Reconciliation by fixing a spelling mistake. (#52881)
• Stops automatic deletion of related Job Card, Batch, and Serial No records when a Work Order is cancelled or closed, so linked records remain intact. (#52887)
• Prevents the false "Bank Account mismatch" error when reversing a Bank Transaction through the "Bank Reconciliation Tool" by comparing the correct linked accounts. (#52895)
• Standalone returns on a Sales Invoice no longer default to the item’s selling price for stock valuation. When the returned item has no cost history, the system now asks you to enter an Incoming Rate. (#52898)
• Fixes child table grids so an empty Link field now remains blank instead of showing the value from another Link field in the same row. (#52901)
• Updates email notifications: the "New Fiscal Year" email now shows the correct subject line, and Material Request receipt alerts trigger only when the request is Received or Partially Received and are sent to the request owner. (#52902)
• Automatically fills the Doctypes To Be Ignored table in Transaction Deletion Record, so master records stay untouched when you delete company transactions. (#52904)
• Fixes misleading "not present in warehouse" error when a serial-numbered item is actually reserved for another order; the message now shows the reservation details so users know why they cannot select that serial number. (#52906)
• Skips blank accounting dimension values when creating exchange gain/loss Journal Entry, allowing Payment Reconciliation to proceed when the payment lacks a Cost Center. (#52908)
• Removes the UTM Analytics section and other unused fields from Delivery Note, Sales Order, Purchase Order, Sales Invoice, and Purchase Invoice forms to simplify their layout. (#52911)
• Cancelling a Sales Order now updates the status of the linked Quotation, reopening it for further use. (#52919)
• Displays the read-only Book Advance Payments in Separate Party Account checkbox on Payment Entry, allowing users to see if their company records advances in a separate account. (#52920)
• Removes the guided form tour that previously popped up on Sales Order and Purchase Order forms, so the forms open without the overlay. (#52931)
• Allows submitting zero-value POS Invoice with tax-inclusive pricing and a 100 % discount by aligning Net Total and Grand Total, preventing the ₹0.01 rounding mismatch that previously blocked submission. (#52929)
• Fixes display of Item Code, so linked items now show their actual code instead of "undefined". (#52946)

Other Changes

• Fixes issue where Quality Inspection stays "Rejected" after you clear the Reading Value; the status now updates correctly when the field is empty again. (#52752)

Authors: @Sudharsanan11, @barredterra, @Shllokkk, @Pandiyan5273, @thomasantony12, @Jatin3128, @rohitwaghchaure, @Navin-S-R, @mihir-kandoi, @diptanilsaha, @khushi8112, @IMS94, @ravibharathi656, @Dharanidharan2813, @l0gesh29, @mahsem, @nishkagosalia, @ervishnucs, @Mutantpenguin, @ljain112, @SowmyaArunachalam, @ruthra-kumar, @marcramser
Reviewers: @sagarvora, @nikkothari22, @ruthra-kumar, @mihir-kandoi, @diptanilsaha, @khushi8112, @rohitwaghchaure, @trustedcomputer