Major Release this week

rmehta · April 30, 2012, 12:54pm

Dear all,

We are preparing for a major release this week.

Key upgrades are:

1. DocType Renames:

Many Doctypes had legacy names that needed to be renamed and was an annoyance everywhere. Here is the full list

Receivable Voucher -> Sales Invoice

RV Detail -> Sales Invoice Item

RV Tax Detail -> Sales Taxes and Charges

Payable Voucher -> Purchase Invoice

PV Detail -> Purchase Invoice Item

Purchase Tax Detail -> Purchase Taxes and Charges

Indent -> Purchase Request

Indent Detail -> Purchase Request Item

QA Inspection Report -> Quality Inspection

Ticket -> Task

Manage Account -> Global Defaults

ToDo Item -> ToDo

Term -> Terms and Conditions

Static Parameter Detail -> SMS Parameter

SS Earning Detail -> Salary Slip Earning

SS Deduction Detail -> Salary Slip Deduction

Sales Order Detail -> Sales Order Item

Sales BOM Detail -> Sales BOM Item

Return Detail -> Sales and Purchase Return Item

Ref Rate Detail -> Item Price

Receiver Detail -> SMS Receiver

Quotation Detail -> Quotation Item

QA Specification Detail -> Quality Inspection Reading

Purchase Receipt Detail -> Purchase Receipt Item

Purchase Other Charges -> Purchase Taxes and Charges Master

PR Raw Material Detail -> Purchase Receipt Item Supplied

PP SO Detail -> Production Plan Sales Order

PP Detail -> Production Plan Item

PO Raw Material Detail -> Purchase Order Item Supplied

PO Detail -> Purchase Order Item

Packing Slip Detail -> Packing Slip Item

Other Charges -> Sales Taxes and Charges Master

Order Lost Reason -> Quotation Lost Reason

Manage Account -> Global Defaults

Maintenance Visit Detail -> Maintenance Visit Purpose

Ledger Balance Export -> Multi Ledger Report

LC PR Detail -> Landed Cost Purchase Receipt

Landed Cost Detail -> Landed Cost Item

KRA Template -> Appraisal Template

KRA Sheet -> Appraisal Template Goal

Item Specification Detail -> Item Quality Inspection Parameter

Item Maintenance Detail -> Maintenance Schedule Item

IR Payment Detail -> Payment to Invoice Matching Tool Detail

Internal Reconciliation -> Payment to Invoice Matching Tool

Installed Item Details -> Installation Note Item

Holiday List Detail -> Holiday

Follow up -> Communication Log

Flat BOM Detail -> BOM Explosion Item

Expense Voucher Detail -> Expense Claim Detail

Expense Voucher -> Expense Claim

Expense Type -> Expense Claim Type

Enquiry Detail -> Opportunity Item

Enquiry -> Opportunity

Earning Detail -> Salary Structure Earning

DocLayerField -> Customize Form Field

DocLayer -> Customize Form

Delivery Note Detail -> Delivery Note Item

Deduction Detail -> Salary Structure Deduction

Comment Widget Record -> Comment

BOM Material -> BOM Item

Bill Of Materials -> BOM

Appraisal Detail -> Appraisal Goal

Advance Allocation Detail -> Purchase Invoice Advance

Advance Adjustment Detail -> Sales Invoice Advance

Ledger Detail -> Multi Ledger Report Detail

TA Control -> Trend Analyzer Control

Sales and Purchase Return Wizard -> Sales and Purchase Return Tool

Educational Qualifications Detail : Employee Education

Delivery Note Packing Detail -> Delivery Note Packing Item

Experience In Company Detail -> Employee Internal Work History

Professional Training Details -> Employee Training

Previous Experience Detail -> Employee External Work History

2. New Lists - Lists of Sales Orders etc have been revamped and now you can filter based on any field (including from the item table)

3. Fixes to Pages: Chart of Accounts, Knowledge Base

4. Allowing negative stock for moving average inventory.

5. Wide screen option for larger screens

6. New clean looking form header

7. New Report builder for new reports (old reports not converted)

8. Monthly to annual billing (no link with erpnext gateway and no billing page)

9. Automatically write-off balance amounts from Sales and Purchase Invoices

10. Price lists - Default from Customer Group / Customer.

11. Re-organzied forms so that only important fields are on the top!

12. Many minor updates and bugfixes

We hope you like these updates. If you have any issues please feel free to ping.

best,

Rushabh

-----------------------------------------------------
ERPNext - Business Operating System

W: https://erpnext.com
T: @rushabh_mehta

umair · May 2, 2012, 5:49am

---------- Forwarded message ----------
From: Rushabh Mehta <rm…@gmail.com>
Date: Mon, Apr 30, 2012 at 6:24 PM

Subject: [erpnext-user-forum] Major Release this week.
To: ERPNext User's Forum <er…@googlegroups.com>

Dear all,

We are preparing for a major release this week.

Key upgrades are:

1. DocType Renames:

Many Doctypes had legacy names that needed to be renamed and was an annoyance everywhere. Here is the full list

Receivable Voucher -> Sales Invoice

RV Detail -> Sales Invoice Item

RV Tax Detail -> Sales Taxes and Charges

Payable Voucher -> Purchase Invoice

PV Detail -> Purchase Invoice Item

Purchase Tax Detail -> Purchase Taxes and Charges

Indent -> Purchase Request

Indent Detail -> Purchase Request Item

QA Inspection Report -> Quality Inspection

Ticket -> Task

Manage Account -> Global Defaults

ToDo Item -> ToDo

Term -> Terms and Conditions

Static Parameter Detail -> SMS Parameter

SS Earning Detail -> Salary Slip Earning

SS Deduction Detail -> Salary Slip Deduction

Sales Order Detail -> Sales Order Item

Sales BOM Detail -> Sales BOM Item

Return Detail -> Sales and Purchase Return Item

Ref Rate Detail -> Item Price

Receiver Detail -> SMS Receiver

Quotation Detail -> Quotation Item

QA Specification Detail -> Quality Inspection Reading

Purchase Receipt Detail -> Purchase Receipt Item

Purchase Other Charges -> Purchase Taxes and Charges Master

PR Raw Material Detail -> Purchase Receipt Item Supplied

PP SO Detail -> Production Plan Sales Order

PP Detail -> Production Plan Item

PO Raw Material Detail -> Purchase Order Item Supplied

PO Detail -> Purchase Order Item

Packing Slip Detail -> Packing Slip Item

Other Charges -> Sales Taxes and Charges Master

Order Lost Reason -> Quotation Lost Reason

Manage Account -> Global Defaults

Maintenance Visit Detail -> Maintenance Visit Purpose

Ledger Balance Export -> Multi Ledger Report

LC PR Detail -> Landed Cost Purchase Receipt

Landed Cost Detail -> Landed Cost Item

KRA Template -> Appraisal Template

KRA Sheet -> Appraisal Template Goal

Item Specification Detail -> Item Quality Inspection Parameter

Item Maintenance Detail -> Maintenance Schedule Item

IR Payment Detail -> Payment to Invoice Matching Tool Detail

Internal Reconciliation -> Payment to Invoice Matching Tool

Installed Item Details -> Installation Note Item

Holiday List Detail -> Holiday

Follow up -> Communication Log

Flat BOM Detail -> BOM Explosion Item

Expense Voucher Detail -> Expense Claim Detail

Expense Voucher -> Expense Claim

Expense Type -> Expense Claim Type

Enquiry Detail -> Opportunity Item

Enquiry -> Opportunity

Earning Detail -> Salary Structure Earning

DocLayerField -> Customize Form Field

DocLayer -> Customize Form

Delivery Note Detail -> Delivery Note Item

Deduction Detail -> Salary Structure Deduction

Comment Widget Record -> Comment

BOM Material -> BOM Item

Bill Of Materials -> BOM

Appraisal Detail -> Appraisal Goal

Advance Allocation Detail -> Purchase Invoice Advance

Advance Adjustment Detail -> Sales Invoice Advance

Ledger Detail -> Multi Ledger Report Detail

TA Control -> Trend Analyzer Control

Sales and Purchase Return Wizard -> Sales and Purchase Return Tool

Educational Qualifications Detail : Employee Education

Delivery Note Packing Detail -> Delivery Note Packing Item

Experience In Company Detail -> Employee Internal Work History

Professional Training Details -> Employee Training

Previous Experience Detail -> Employee External Work History

2. New Lists - Lists of Sales Orders etc have been revamped and now you can filter based on any field (including from the item table)

3. Fixes to Pages: Chart of Accounts, Knowledge Base

4. Allowing negative stock for moving average inventory.

5. Wide screen option for larger screens

6. New clean looking form header

7. New Report builder for new reports (old reports not converted)

8. Monthly to annual billing (no link with erpnext gateway and no billing page)

9. Automatically write-off balance amounts from Sales and Purchase Invoices

10. Price lists - Default from Customer Group / Customer.

11. Re-organzied forms so that only important fields are on the top!

12. Many minor updates and bugfixes

We hope you like these updates. If you have any issues please feel free to ping.

best,

Rushabh

-----------------------------------------------------
ERPNext - Business Operating System

W: https://erpnext.com
T: @rushabh_mehta

--
Thanks and Regards,
Umair Sayyed
um...@erpnext.com
www.erpnext.com

---- ERPNext - World's most affordable ERP ----

adityaduggal · May 30, 2012, 8:01pm

Dear Rushabh,

Can you please let me know how to convert old reports to the new report builder as that seems to be much more intuitive. Also with the new report builder, I would like you to shed some light on the following aspect:

How can reference 2 tables in the new report builder?

Like in older report builder once we saved the report there was an advanced setting in which we could add additional table and give additional conditions. I know that we can search for new reports in “REPORTS” as I think the older search criteria would be deprecated but I have seen that we cannot edit the reports made as the JSON code is automatically created.
Now if I want to replace the old stock level report, then I would need to make report of the BIN table but as you know that it does not have description so I would need to add the additional table of item to it so that we could fetch the new item description from the table.

Also some additional conditions like if I want to have a report for only pending orders then I would need to give additional conditions and some additional columns for calculated fields
How is all of the above is possible in the new report builder?

On Monday, April 30, 2012 6:24:06 PM UTC+5:30, Rushabh Mehta wrote:

Dear all,

We are preparing for a major release this week.

Key upgrades are:

1. DocType Renames:

Many Doctypes had legacy names that needed to be renamed and was an annoyance everywhere. Here is the full list

Receivable Voucher -> Sales Invoice
RV Detail -> Sales Invoice Item
RV Tax Detail -> Sales Taxes and Charges
Payable Voucher -> Purchase Invoice
PV Detail -> Purchase Invoice Item
Purchase Tax Detail -> Purchase Taxes and Charges
Indent -> Purchase Request
Indent Detail -> Purchase Request Item
QA Inspection Report -> Quality Inspection
Ticket -> Task
Manage Account -> Global Defaults
ToDo Item -> ToDo
Term -> Terms and Conditions
Static Parameter Detail -> SMS Parameter
SS Earning Detail -> Salary Slip Earning
SS Deduction Detail -> Salary Slip Deduction
Sales Order Detail -> Sales Order Item
Sales BOM Detail -> Sales BOM Item
Return Detail -> Sales and Purchase Return Item
Ref Rate Detail -> Item Price
Receiver Detail -> SMS Receiver
Quotation Detail -> Quotation Item
QA Specification Detail -> Quality Inspection Reading
Purchase Receipt Detail -> Purchase Receipt Item
Purchase Other Charges -> Purchase Taxes and Charges Master
PR Raw Material Detail -> Purchase Receipt Item Supplied
PP SO Detail -> Production Plan Sales Order
PP Detail -> Production Plan Item
PO Raw Material Detail -> Purchase Order Item Supplied
PO Detail -> Purchase Order Item
Packing Slip Detail -> Packing Slip Item
Other Charges -> Sales Taxes and Charges Master
Order Lost Reason -> Quotation Lost Reason
Manage Account -> Global Defaults
Maintenance Visit Detail -> Maintenance Visit Purpose
Ledger Balance Export -> Multi Ledger Report
LC PR Detail -> Landed Cost Purchase Receipt
Landed Cost Detail -> Landed Cost Item
KRA Template -> Appraisal Template
KRA Sheet -> Appraisal Template Goal
Item Specification Detail  -> Item Quality Inspection Parameter
Item Maintenance Detail -> Maintenance Schedule Item
IR Payment Detail -> Payment to Invoice Matching Tool Detail
Internal Reconciliation -> Payment to Invoice Matching Tool
Installed Item Details -> Installation Note Item
Holiday List Detail -> Holiday
Follow up -> Communication Log
Flat BOM Detail -> BOM Explosion Item
Expense Voucher Detail -> Expense Claim Detail
Expense Voucher -> Expense Claim
Expense Type -> Expense Claim Type
Enquiry Detail -> Opportunity Item
Enquiry -> Opportunity
Earning Detail -> Salary Structure Earning
DocLayerField -> Customize Form Field
DocLayer -> Customize Form
Delivery Note Detail -> Delivery Note Item
Deduction Detail -> Salary Structure Deduction
Comment Widget Record -> Comment
BOM Material -> BOM Item
Bill Of Materials -> BOM
Appraisal Detail -> Appraisal Goal
Advance Allocation Detail  -> Purchase Invoice Advance
Advance Adjustment Detail  -> Sales Invoice Advance
Ledger Detail -> Multi Ledger Report Detail
TA Control -> Trend Analyzer Control
Sales and Purchase Return Wizard -> Sales and Purchase Return Tool
Educational Qualifications Detail : Employee Education
Delivery Note Packing Detail -> Delivery Note Packing Item
Experience In Company Detail -> Employee Internal Work History
Professional Training Details -> Employee Training
Previous Experience Detail -> Employee External Work History

2. New Lists - Lists of Sales Orders etc have been revamped and now you can filter based on any field (including from the item table)

3. Fixes to Pages: Chart of Accounts, Knowledge Base

4. Allowing negative stock for moving average inventory.

5. Wide screen option for larger screens

6. New clean looking form header

7. New Report builder for new reports (old reports not converted)

8. Monthly to annual billing (no link with erpnext gateway and no billing page)

9. Automatically write-off balance amounts from Sales and Purchase Invoices

10. Price lists - Default from Customer Group / Customer.

11. Re-organzied forms so that only important fields are on the top!

12. Many minor updates and bugfixes

We hope you like these updates. If you have any issues please feel free to ping.

best,
Rushabh

-----------------------------------------------------
ERPNext - Business Operating System

W: https://erpnext.com
T: @rushabh_mehta

becht_robert · May 31, 2012, 7:43am

Finally plain English, PERFECT.

One issue (probably sld not report here) reports do not have a field draft/submitted/cancelled which i believe should be there.

If one preselects (at the right side of screen) it does not affect the report.

rgds robert

On Monday, April 30, 2012 2:54:06 PM UTC+2, Rushabh Mehta wrote:

Dear all,

We are preparing for a major release this week.

Key upgrades are:

1. DocType Renames:

Many Doctypes had legacy names that needed to be renamed and was an annoyance everywhere. Here is the full list

Receivable Voucher -> Sales Invoice
RV Detail -> Sales Invoice Item
RV Tax Detail -> Sales Taxes and Charges
Payable Voucher -> Purchase Invoice
PV Detail -> Purchase Invoice Item
Purchase Tax Detail -> Purchase Taxes and Charges
Indent -> Purchase Request
Indent Detail -> Purchase Request Item
QA Inspection Report -> Quality Inspection
Ticket -> Task
Manage Account -> Global Defaults
ToDo Item -> ToDo
Term -> Terms and Conditions
Static Parameter Detail -> SMS Parameter
SS Earning Detail -> Salary Slip Earning
SS Deduction Detail -> Salary Slip Deduction
Sales Order Detail -> Sales Order Item
Sales BOM Detail -> Sales BOM Item
Return Detail -> Sales and Purchase Return Item
Ref Rate Detail -> Item Price
Receiver Detail -> SMS Receiver
Quotation Detail -> Quotation Item
QA Specification Detail -> Quality Inspection Reading
Purchase Receipt Detail -> Purchase Receipt Item
Purchase Other Charges -> Purchase Taxes and Charges Master
PR Raw Material Detail -> Purchase Receipt Item Supplied
PP SO Detail -> Production Plan Sales Order
PP Detail -> Production Plan Item
PO Raw Material Detail -> Purchase Order Item Supplied
PO Detail -> Purchase Order Item
Packing Slip Detail -> Packing Slip Item
Other Charges -> Sales Taxes and Charges Master
Order Lost Reason -> Quotation Lost Reason
Manage Account -> Global Defaults
Maintenance Visit Detail -> Maintenance Visit Purpose
Ledger Balance Export -> Multi Ledger Report
LC PR Detail -> Landed Cost Purchase Receipt
Landed Cost Detail -> Landed Cost Item
KRA Template -> Appraisal Template
KRA Sheet -> Appraisal Template Goal
Item Specification Detail  -> Item Quality Inspection Parameter
Item Maintenance Detail -> Maintenance Schedule Item
IR Payment Detail -> Payment to Invoice Matching Tool Detail
Internal Reconciliation -> Payment to Invoice Matching Tool
Installed Item Details -> Installation Note Item
Holiday List Detail -> Holiday
Follow up -> Communication Log
Flat BOM Detail -> BOM Explosion Item
Expense Voucher Detail -> Expense Claim Detail
Expense Voucher -> Expense Claim
Expense Type -> Expense Claim Type
Enquiry Detail -> Opportunity Item
Enquiry -> Opportunity
Earning Detail -> Salary Structure Earning
DocLayerField -> Customize Form Field
DocLayer -> Customize Form
Delivery Note Detail -> Delivery Note Item
Deduction Detail -> Salary Structure Deduction
Comment Widget Record -> Comment
BOM Material -> BOM Item
Bill Of Materials -> BOM
Appraisal Detail -> Appraisal Goal
Advance Allocation Detail  -> Purchase Invoice Advance
Advance Adjustment Detail  -> Sales Invoice Advance
Ledger Detail -> Multi Ledger Report Detail
TA Control -> Trend Analyzer Control
Sales and Purchase Return Wizard -> Sales and Purchase Return Tool
Educational Qualifications Detail : Employee Education
Delivery Note Packing Detail -> Delivery Note Packing Item
Experience In Company Detail -> Employee Internal Work History
Professional Training Details -> Employee Training
Previous Experience Detail -> Employee External Work History

2. New Lists - Lists of Sales Orders etc have been revamped and now you can filter based on any field (including from the item table)

3. Fixes to Pages: Chart of Accounts, Knowledge Base

4. Allowing negative stock for moving average inventory.

5. Wide screen option for larger screens

6. New clean looking form header

7. New Report builder for new reports (old reports not converted)

8. Monthly to annual billing (no link with erpnext gateway and no billing page)

9. Automatically write-off balance amounts from Sales and Purchase Invoices

10. Price lists - Default from Customer Group / Customer.

11. Re-organzied forms so that only important fields are on the top!

12. Many minor updates and bugfixes

We hope you like these updates. If you have any issues please feel free to ping.

best,
Rushabh

-----------------------------------------------------
ERPNext - Business Operating System

W: https://erpnext.com
T: @rushabh_mehta