frappe/erpnext v16.8.0

on GitHub

Features

• Filters UOM options in Opportunity items so you only see units linked to the selected item. (#53018)

Bug Fixes

• Fixes creation of duplicate Customer records on PostgreSQL systems; the system now adds the next number suffix without errors. (#52959)
• Adds Enable Separate Reposting for GL checkbox in Stock Reposting Settings so general-ledger entries can be reposted independently and avoids creating duplicate GL-only reposting records. (#52962)
• Requires selection of a Customer before saving a Sales Invoice, preventing invoices from being stored without this information. (#52977)
• Clears cached fiscal years whenever a Fiscal Year is updated or deleted, so changes appear immediately. (#52975)
• Automatically marks all tasks in the Getting Started widget as completed for sites older than 15 days or when the related records already exist, removing outdated setup reminders. Removes the extra exclamation mark from onboarding titles for a cleaner display. (#52969)
• Fixes the broken documentation link in asset onboarding, so the "Learn Asset" step now opens the correct Assets introduction page. (#52985)
• Rounds Unallocated Amount in Payment Entry so that tiny decimal differences no longer block submission. (#52993)
• Fixes the Net Amount column in the Sales Taxes and Charges table so it updates accurately and in company currency whenever you add, remove, or change items. (#52996)
• Fixes incorrect totals in "Trial Balance" and "Consolidated Trial Balance" reports when Show Group Accounts is unchecked, and adds a Show Net Values in Opening and Closing Columns option to the "Consolidated Trial Balance" report. (#53015)
• Fixes mismatched quantities between "Stock Ledger" and "Stock Balance" reports for serialized items adjusted through older Stock Reconciliation entries.
  Allows "Stock Ledger Invariant Check" report to include serialized items by removing the previous filter that excluded them. (#53021)
• Prevents duplicate processing of the same Repost Item Valuation entry when multiple background jobs run at once. (#53034)
• Creates Stock Entry from Pick List using the actual Picked Qty (with proper unit conversion) instead of the planned Qty, so the recorded quantities match what was actually picked. (#53054)
• Fixes quantity check when submitting a Stock Entry created from a Material Request; the system now compares requested and transferred amounts in the same unit, preventing false “quantity exceeds allowance” errors when Over Transfer Allowance is enabled. (#53059)
• Respects the Role Allowed To Over Bill setting in Accounts Settings, letting users with that role submit Purchase Receipt and Purchase Invoice even when the billed amount exceeds the over-billing limit. (#53061)
• Stock ledger entries for Subcontracting Receipt now reference Subcontracting Receipt Supplied Item instead of Purchase Receipt Item Supplied, so subcontracted inventory records display the correct source document. (#53066)
• Fixes incorrect rounding of Valuation Rate in Stock Reconciliation by applying the field’s specific decimal precision instead of the global setting. (#53069)
• Users can again delete unwanted entries in the Time Sheets table of a Sales Invoice. (#53078)
• Fixes incorrect Voucher Detail No linking for packed items, so Serial and Batch Bundle entries now reference the right lines in Delivery Notes and Sales Invoices. Retrieves the correct Incoming Rate for these packed items during returns and other stock movements. (#53077)
• Fixes Budget Variance report to block unsupported entries in Budget Against filter, preventing errors when an invalid accounting dimension is chosen. (#53081)
• Adds a check that stops saving a draft Stock Entry (and other stock documents) when the chosen warehouse does not match the warehouse recorded in its linked Serial and Batch Bundle. (#53090)
• Fixes incorrect opening quantity in "Stock Balance" report for serial-numbered items updated through single-line Stock Reconciliation entries. (#53098)
• Adds Time field to Purchase Order and Sales Order for internal inter-company transactions, preventing the error that appeared when selecting an item. (#53086)
• "Accounts Receivable" report now recognises the Payment Terms Template set on each invoice, so you can filter the list by that template. (#53106)
• Removes the redundant link between POS Profile and User fields in POS Closing Entry, preventing the permission error that blocked creation of a closing entry. (#53111)
• Adds strict validation to the Transaction Type used by Pricing Rule, accepting only "Buying" or "Selling" and automatically correcting any other value to prevent wrong prices. (#53114)
• Fixes rounding of Total Allocated Amount and Base Total Allocated Amount in Payment Entry, preventing validation errors caused by tiny decimal differences. (#52998)
• Prevents creation of empty Contact records when a CRM deal is imported without any contact information. (#53122)
• Updates "Procurement Tracker" report so the Requestor column shows the creator of the linked Material Request, falling back to the Purchase Order owner when needed. (#53127)
• Fixes naming of Quality Inspection documents created from stock transactions so that company-specific naming rules are applied instead of the default series. (#53129)
• Skips the "item not in Sales Order" check when a Work Order is created for a sub-assembly item from a Production Plan, preventing the error that previously blocked submission. (#53131)
• Marks serial numbers as Inactive, not Delivered, after a "Disassemble" Stock Entry, allowing the same serial number to be reused in later repack entries. (#53125)
• Adds a dedicated HTML Message for Supplier field in Request for Quotation, letting you select and preview HTML email templates with Jinja code without rendering errors. (#53134)
• The Sales Order form now warns and blocks saving if a manufactured item is priced below its valuation rate when Validate Selling Price is enabled, matching the checks already applied in other sales documents. (#53136)
• Blocks selection of receipt documents or Expense Account records that belong to a different company when creating or editing a Landed Cost Voucher, preventing accidental cross-company entries. (#53138)

Performance Improvements

• Adds an index to Reference Purchase Receipt field in Stock Entry Detail, making cancellation of Purchase Receipt documents quicker and preventing time-outs on transactions with many linked items. (#53092)

Authors: @nishkagosalia, @Sanjesh2254, @ili-ad, @ervishnucs, @rohitwaghchaure, @PugazhendhiVelu, @Sudharsanan11, @thomasantony12, @ljain112, @ravibharathi656, @diptanilsaha, @mihir-kandoi, @mendozal, @trustedcomputer, @kavin-114, @shariquerik
Reviewers: @nishkagosalia, @rohitwaghchaure, @ruthra-kumar, @ljain112, @diptanilsaha, @mihir-kandoi, @SowmyaArunachalam