v15.42.0

What's Changed

• Have corrected how voucher subtypes are determined in Sales Invoice and Purchase Invoice, ensuring that "Debit Note" and "Credit Note" are assigned based on return status and the Is Debit Note field. #44022
• Fixed an error that occurred when updating Ordered Qty in Sales Order for removed items when the previous ordered quantity was missing. #44024
• Have added Margin Type and Margin Rate or Amount to the fields not copied when creating a Purchase Order from a Sales Order. #44027
• Fixed an issue where the Item Code was not populated in the batch quick entry form when creating a batch from a Purchase Receipt. #44031
• Adjusted the calculation of Percentage Received and Percentage Delivered in Purchase Order and Sales Order to account for over-receipt and over-delivery when using the "Update Qty" button. #44030
• Fixed an issue where opening Period Closing Vouchers were not properly recognized due to incorrect sorting; they are now sorted in ascending order to correctly identify the first voucher. #44035
• Fixed an issue in Point of Sale where items with multiple price entries displayed outdated prices; now, the current valid price is shown based on the Valid From and Valid Upto dates. #44038
• Separate GL entries are now created for Tax Deducted at Source (TDS) in Purchase Invoices, ensuring that the supplier's full invoice amount is correctly reflected in accounts payable. #44048
• Resolved an issue where customers could not pay invoices through the customer portal after refreshing or navigating back on the payment screen; now, previous Payment Requests are canceled automatically to allow new payments. #44010
• Fixed an issue that caused slow reposting of Stock Entry documents due to redundant updates to Serial and Batch Bundles. #44068
• Fixed a TypeError when saving a Pick List caused by non-numeric Available Stock values during quantity validation. #44070
• Fixed an issue where item images were not displayed in the POS Item Card Selector. #44075
• Fixed an issue where validation messages in Task incorrectly linked to tasks, ensuring that links now direct to the correct task forms. #44078
• Fixed an issue where the payment schedule did not populate from the Payment Terms Template when the Is Return field was not present in the document. #44083
• Fixed an issue in the negative stock validation that did not properly consider inventory dimensions; now available quantities are dynamically calculated per dimension. #43846
• Fixed an issue in the "Stock Projected Qty" report where the Conversion Factor field was missing when the Include UOM filter was applied. #44092
• Fixed an issue where the Item Code was not mapped from the modal to the Batch form when creating a new Batch; the Item Code is now pre-filled correctly. #44091
• Fixed an issue where the "Create Tax Template" feature would fail for a Company created using another company's chart of accounts template. #44062
• Added a complete tax template to the French chart of accounts France - Plan Comptable Général avec code. #44063
• Fixed a client-side error that prevented users from creating return POS Invoices using the "Return" button. #44093
• Fixed an exception in the "Purchase Register" and "Sales Register" reports when filtered on Cost Center. #44088
• Corrected the Net Amount calculations to correctly handle decimal precision, especially when inclusive taxes are applied. #44040
• Fixed an issue where payment amounts were not updated correctly when processing partial returns in POS Invoices. #44098
• Fixed the barcode search in Point of Sale to correctly validate and filter items based on Item Group. #44100
• Fixed a validation error "Grand Total (Company Currency) must be >= 0.0" that occurred when submitting a Subcontracting Receipt with TDS enabled and "Auto Create Purchase Receipt" activated in Buying Settings. #44106
• Fixed an error that occurred when reconciling expired batches using Stock Reconciliation. #44107
• Resolved an error where cancelling a Delivery Note with serial and batch items failed due to incorrect transaction type validation. #44109
• Fixed an issue where the rates of non-stock items (service items) in the Bill of Materials were not included in the raw material cost calculation. #44111
• Fixed an issue where the "Production Plan Summary" report displayed incorrect Produced Qty values. #44113
• Fixed an issue where drop-shipped Purchase Orders created without a default supplier used the company address instead of the customer's shipping address. #44120
• Fixed an error in the Job Card form that occurred when Work Order data was missing. #44122
• Added Partly Billed status to Purchase Receipt to indicate when a receipt has been partially billed. #44125
• Fixed an issue where the per_billed value in Purchase Receipt was always set to 100% when creating partial Debit Notes. #44115

Full Changelog: v15.41.2...v15.42.0

v14.76.0

What's Changed

• Removed Subcontracting Receipt from the Purchase Order dashboard's sub-contracting section, as it does not reference the Purchase Order. #44014
• Resolved a NoneType error when updating the Ordered Qty field in Sales Order after removing items from a Purchase Order; it now correctly handles cases where the previous ordered quantity was not set. #44023
• Corrected the Purchase Order creation process to prevent copying the Margin Type and Margin Rate or Amount fields from the Sales Order. #44026
• Fixed a type error when saving a Pick List that occurred when comparing Quantity to available stock. #44069
• Fixed incorrect hyperlinks in error messages about non-template parent tasks or dependencies; they now correctly navigate to the relevant Task forms. #44077
• Fixed an issue where the payment schedule did not auto-populate from payment terms when the Is Return field was missing, ensuring consistent population across all relevant documents. #44084
• Fixed an exception in the "Sales Register" and "Purchase Register" reports when filtered by Cost Center. #44087
• Fixed an issue where Purchase Orders for drop shipping used the company's address instead of the customer's shipping address when created without a default supplier. #44119
• The Partly Billed status has been added to Purchase Receipt, allowing users to indicate receipts that have been partially billed. #44126
• Introduced a "Partly Billed" status in Purchase Receipt to indicate receipts that have been partially billed; previously, these were marked as "To Bill". #44128
• Fixed an issue where the Percentage Billed field in Purchase Receipt was always set to 100% when creating a partial Debit Note; it now correctly reflects the actual billed percentage. #44114

Full Changelog: v14.75.2...v14.76.0

v15.41.2

What's Changed

• Improved the conditions for determining vouchers. #44022
• Handle NoneType error while updating ordered_qty in SO for removed items. #44024
• Add "margin_type" and "margin_rate_or_amount" to no copy. #44027
• Item not set in the batch quick entry form. #44028
• Calculate percentage received and delivered considering over-receipt and over-delivery. #43870
• Sort by ascending to get the first period closing voucher. #44029

Full Changelog: v15.41.1...v15.41.2

v14.75.2

What's Changed

• Removed Subcontracting Receipt from the Purchase Order dashboard under "Sub-contracting" because it lacks a reference field linking it to the Purchase Order. #44032

Full Changelog: v14.75.1...v14.75.2

v15.41.1

What's Changed

• We have fixed a malformed SQL statement in deferred revenue calculation.. #43987
• We have fixed two issues in the POS Invoice Merge Log. #43991, #43995
• We have fixed a SQL query in the Accounting Dimension Filter. #43997
• We have increased the number of tasks displayed from 10 to 100 in the customer portal's Projects page. #44005

Full Changelog: v15.41.0...v15.41.1

v14.75.1

What's Changed

• We have fixed a malformed SQL statement in deferred revenue calculation. #43988
• We have fixed two issues in the POS Invoice Merge Log #43990, #43994
• We have increased the number of tasks displayed from 10 to 100 in the customer portal's Projects page. #44004
• We've fixed an issue with the "Serial No Ledger" report. #44006

Full Changelog: v14.75.0...v14.75.1

v15.41.0

What's Changed

• feat: remove Payroll Entry from Bank Account dashboard (backport #43931) by @mergify in #43933
• fix: validation trigger (backport #43926) by @mergify in #43943
• fix: valuation rate for sales / purchase return for serial / batch nos (backport #43925) by @mergify in #43942
• feat: Ledger for advance payment (backport #43709) by @mergify in #43946
• Update fiscal_year.js (backport #43835) by @mergify in #43956
• fix: Map reference number while reversing Journal Entry (backport #43929) by @mergify in #43959
• perf: avoid reposting of entries created after stock reco (backport #43950) by @mergify in #43961
• fix(return): set default return warehouse (backport #43446) by @mergify in #43447
• fix: SO link on PO and add in missing dashboard references on both (backport #43388) by @mergify in #43965
• refactor: update permission requirement for advance ledger (backport #43971) by @mergify in #43973
• fix: added precision validation (backport #43979) by @mergify in #43980
• perf: too many writes error during reposting (backport #43978) by @mergify in #43983

Full Changelog: v15.40.0...v15.41.0

v14.75.0

What's Changed

• The link to Payroll Entry in the Bank Account dashboard is no longer defined by ERPNext, but by HRMS. #43932
• We have corrected the link from the Purchase Order dashboard to the Sales Order, and added missing references for manufacturing-related documents in both the Purchase Order and Sales Order dashboards. #43964
• We have resolved a "too many writes error" during reposting in Stock Entry by updating only the specific row needed, significantly improving performance. #43982

Full Changelog: v14.74.8...v14.75.0

v15.40.0

What's Changed

• We have updated the Purchase Receipt process to automatically map from the Purchase Order, eliminating the need to manually enter taxes when a subcontracting receipt is involved. #43788
• We've optimized the performance of accounting reports by refactoring the calculations for Account Closing Balance and Period Closing Voucher. #43798
• We've fixed an issue in the Period Closing Voucher where balances are now considered based on the company currency. #43805
• We have fixed the Project and Sales Order forms to ensure that sales orders and projects are filtered by the Company field, so only those associated with the selected company are displayed. #43807
• We have fixed the "Payment Ledger" report to ensure that the Amount field now correctly displays the currency format using the company's default currency. #42764
• We’ve fixed an issue in the Sales Invoice where unnecessary validation was being applied to non-deferred sales invoices. #43817
• We've fixed an issue in the "General Ledger" report to ensure that the Supplier Invoice No is correctly set in the bill_no before the against_voucher gets concatenated, allowing for proper tracking of paid purchase invoices. #43831
• We've fixed an issue in the Stock Entry Detail form, allowing the Basic Rate to be editable when the "Set Basic Rate Manually" checkbox is enabled. #43838
• We’ve ensured that additional strings in the Request for Quotation dialogs are now translatable. #43848
• We have added missing translations across various sections by copying them from the develop branch. #43849
• We’ve updated the Purchase Invoice form to ensure only Profit and Loss type accounts can be selected in the Expense Account field. #43857
• We've fixed an encoding issue on the Razorpay Payments Page in Payment Request. #42607
• The Accounts Receivable/Payable Report has been updated to correct the calculation of amounts for return invoices when Based On Payment Terms is checked, ensuring that payment terms are not applied to return invoices. #43864
• We've resolved an issue where the default warehouse was not correctly loaded in the POS Invoice when selecting items on the point of sale page. #40813
• We have fixed an issue during site migration by updating the method to retrieve closing balances from the Period Closing Voucher object. #43883
• We have added a Party Name field to the Payment Request form to provide clearer identification of parties involved in the transaction. #43882
• We have fixed an issue in the Accounting Dimension form where field names now correctly handle "-" and spaces by converting them to underscores. #43888
• We have fixed an issue to prevent serial numbers from being copied from a Delivery Note to a Sales Invoice. #43893
• We have updated the "Open Projects" chart to display the Project Name instead of the project ID for easier identification, while maintaining the old name field for compatibility. #43895
• We’ve fixed an issue in the "Sales Register" report to ensure that only taxes from Sales Invoices are calculated, preventing incorrect tax aggregation from similarly named documents like Quotations. #43897
• We have fixed the Period Closing Voucher form to ensure the Account Closing Balance is posted against the closing account, even when there are no general ledger records for the period. #43898
• We’ve fixed the incorrect calculation of Available Qty For Consumption in the Subcontracting Receipt. #43861
• We've updated the Project costing calculations to accurately reflect the gross margin based on the latest data from related sales and purchase invoices. #43900
• We have fixed an issue in the Work Order where the Finish button was not appearing when the "Transfer Material Against" field was set to "Job Card" and the quantity in the Job Card was changed. #43904
• We have fixed an issue in the Customer Portal where an error occurred when viewing invoices with items that had no Description. #43889
• We have fixed an issue with the Period Closing Voucher process to ensure that account closing balances are accurately reposted. #43910
• We have fixed the asset depreciation calculations in the Asset document to include Opening Accumulated Depreciation and Opening Number of Booked Depreciations, ensuring a more accurate distribution over the asset's useful life. #43912
• We have fixed the POS Invoice checkout process to correctly recalculate the Outstanding Amount and Paid Amount after saving, ensuring the displayed amounts are accurate according to discounts applied through pricing rules. #43915
• We have fixed the issue with the Period Closing Voucher to ensure it correctly identifies the first period closing entry, which is crucial for accurately updating opening balances. #43918
• We have fixed an issue in the Payment Reconciliation Payment form where remarks were not displayed due to a mismatch in field names. #43917
• We've fixed a rounding issue in the Subcontracting Order for the Required Qty field. #43908
• We have fixed the calculation for TDS in Purchase Invoice when the invoice amount exceeds a single threshold but not the cumulative threshold, ensuring TDS is now calculated on the net total instead of the grand total when consider_party_ledger_amount is selected in Tax Withholding Category. #43920
• We have fixed a validation issue in the Purchase Return process where adding the same items multiple times with different conversion factors resulted in an error message. #43879
• We've fixed an issue where it was not possible to create an opportunity from a Lead without a Prospect. #43927

New Contributors

• @Abhishek-Chougule made their first contribution in #42607

Full Changelog: v15.39.6...v15.40.0

v14.74.8

What's Changed

• We have fixed an issue in the Journal Entry form where the validate_stock_accounts function now retrieves stock accounts from the current document rather than the database, ensuring accurate and up-to-date account validation. #43784
• We have added a company filter to ensure that in the Project form, the Sales Order field only displays sales orders linked to the selected company, and in the Sales Order form, the Project field only shows projects associated with the selected company. #43806
• We've fixed an issue in the General Ledger report where the Supplier Invoice No wasn't set when a Purchase Invoice had 'Is Paid' enabled, ensuring it is now correctly included before the against_voucher field is concatenated. #43832
• We have made text in the Request for Quotation form translatable and added German translations. #43847
• We have updated the Purchase Invoice form to ensure only accounts classified as Profit and Loss Account can be selected in the Expense Account field. #43858
• We have fixed the Payment Request to properly handle the title, description, and payer name fields in Razorpay transactions. #43868
• We have fixed an issue in the Stock Entry Detail form where the Basic Rate was not editable even when the Set Basic Rate Manually checkbox was enabled, allowing users to manually adjust rates as needed. #43839
• We’ve fixed a validation issue in the Purchase Return process to allow returns of items listed multiple times with different conversion factors on a Purchase Receipt. #43871
• We have fixed an issue to ensure that for any Purchase Order, when the Must be Whole Number option is enabled for a Unit of Measure (UOM), the quantity cannot be set to a non-integer value. #43711
• We have corrected the Account Receivable / Payable Report so that when Based On Payment Terms is checked, the amount for return invoices is now displayed correctly and doesn't consider payment term details. #43863
• We've fixed an issue that prevented the submission of Stock Entry forms by addressing the error encountered when certain serial numbers couldn't be validated. #43890
• We've updated the "Open Projects" chart to display the Project Name instead of the ID, making it easier to identify projects at a glance. The Name field is still available for backwards compatibility. #43894
• We have fixed an issue in the "Sales Register" report to ensure that tax is only calculated for Sales Invoice documents, preventing accidental inclusion of other documents like Quotations with the same name. #43896
• We have fixed an issue in the Work Order form where the Finish button was not appearing after the Qty was changed in the Job Card from 4 to 2 and the job was completed. #43877
• We've corrected the Remarks field in the Payment Reconciliation process to ensure it now displays as intended, resolving an issue with mismatched field names. #43916
• We have adjusted the calculation of TDS on Purchase Invoice to use the net total instead of the grand total when the invoice exceeds the single threshold value but remains below the cumulative threshold, provided that consider_party_ledger_amount is checked in the Tax Withholding Category. #43919

Full Changelog: v14.74.7...v14.74.8