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ctechnology_erpnext's Introduction

Control Technology ERPNext

ERPNext Customization for Control Technology

License

MIT

Customizations made for Control Technology

Item

Cost is shown in Item Dashboard. Best example of showing custom data anywhere you want.
Uses format_currency to get proper symbols.

Customer

  • consoleerp_is_pos
    A check field to specify the customer is paid always or not.
    used in Sales Invoice using frm.add_fetch('customer', 'consoleerp_is_pos', 'is_pos');

  • customer_code A custom field for customer code

Supplier

  • territory
  • supplier_code

Sales Person

  • Territory Links Territory - consoleerp_territory
    To filter Sales Teams based on territory

Sales Invoice

  • Bulk Submit
    In Sales Invoice List- a new button is added into Menu. Select all the invoices and click on Bulk Submit to submit everything

  • add_fetches

    • is_pos
      This is fetched from the customer (customer)
  • consoleerp_has_qty
    item_code in Sales Invoice Item
    HAS_QTY - if checked, it will list only those items with qty

  • Mode of Payment / Territory
    The mode of payment table is cleared and set if the territory is changed Cash Riyadh, Cash Dammam.. etc.

  • consoleerp_profit
    Profit of the total invoice. Updated when items_add, items_remove, item_code, qty, rate is changed, after a delay of 1000ms

  • Sales Team
    Filters Sales Team based on consoleerp_territory.

Sales Invoice Item

  • consoleerp_cost, consoleerp_actual_qty
    Fetched from consoleerp_erpnext_client.api.item.item_warehouse_info

Quotation

Quotation Item

  • consoleerp_item_total_qty
    Total number of warehouses present for the particular item everywhere. Calls consoleerp_erpnext_client.api.stock_item.item_warehouse_info with just item as the args Iterates the returning dict and calculates the sum of actualy_qty - reserved_qty - reserved_qty_for_production. Puts the value in using frappe.model.set_value(cdt, cdn, field, value);

  • consoleerp_item_availability A text field showing availability of items - If item_total_qty > doc.qty --> Available - If its less than doc.qty --> 3 Available. 7 more needed. - If total_qty == 0 --> Not Available This references the custom field consoleerp_item_total_qty

  • consoleerp_notes
    Just a small_text field in the header of Quotation, used to write small notes.

Purchase Invoice

  • The rate is always zero if there is no previous document

Stock Reconciliation

  • Renamed to Count Transaction (as in Shamil)
  • Moved warehouse to header consoleerp_warehouse.

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ctechnology_erpnext's Issues

List of Issues

Control Technology Requirements 22-03-2017

  • Quotation --> Need to show available qty in all warehouse in detail for item

  • Quotation --> Disc% same as in Sales Invoice and show price after discount

  • Quotation --> Need one column in header to write Notes

  • Quotation --> Need one column in detail "Availability" and the values should come
    automatically and can be editable
    a. if qty is available , show "Available"
    b. if qty not available, show "Not Available"
    c. if qty is 10 and available is 3, show "3 available 7 not available"

  • Quotation --> Terms Should be mandatory

  • Sales Invoice --> Salesman by Territory and should be mandatory

  • Sales Invoice --> Need to see "profit" of the "total invoice" some where in the screen

  • Customer --> Add one column "Is Pos" and if ticked, it should reflect in the sales invoice

UI Changes

  • Move profit to discount area
  • Purchase Receipt (direct) Rate should be zero always

UI Changes

  • Sales Invoice Move Remarks adjacent to the Total, also rename it as Description

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