Upgrading to Erpnext v14

Hi, my scenario was similar to yours. Like you I had v13 manual install on Ubuntu 20.04 LTS. This post was the documentation of my experience. I tried both the switch-to-branch and get-app --branch methods and neither was completely error-free. Using the get-app --branch method worked better because with that method at least each command succeeded in what it was intended to do despite errors printed to the screen.

  1. In my experience so far after a few days it’s been working pretty well for me. One thing that was a surprise was the new immutable payment ledger. It’s not an error, but it was a major functionality change that wasn’t headlined that impacted how the accounting module works in a substantial way. As with any upgrade, definitely make sure you have a tested backup plan you know for sure will work for rolling back to v13 if you find something you can’t live with, error-wise or change-wise. Try it out for a day or two with a foolproof way to go back if you need to or just want to.

  2. It’s always safer to wait. Just look at the output of bench version - the version numbers suggest caution:
    frappe 14.0.2
    erpnext 14.0.0
    hrms 0.0.1
    payments 0.0.1

  3. See my post including my comment for the get-app --branch method for the steps I took. Neither of the methods I tried were completely error free. But after installing the hrms app, I did have all my employee records, payroll, expense claims, etc from v.13 still present.

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