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brotherton-erpnext/erpnext/change_log/v13/v13_0_0.md
Nabin Hait db5f0f79b1
chore: added v13 change log (#25140)
2021-04-01 19:59:02 +05:30

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Version 13.0.0 Release Notes

Accounting

Loan Management

Healthcare

Stock

Manufacturing

HR

Payroll

CRM

Selling

Buying

Project

Support

Non-Profits

Integrations

Other Enhancements and Fixes

  • Accounting Dimensions in Budget Variance Report (#19973)
  • "Sync Now" option in Plaid Settings (#23602)
  • Custom Fields in POS (#19876)
  • Inter Warehouse Stock Transfer in Purchase Receipt
  • Accounts Payable Report based on Payment Terms
  • Configurable accounting dimension filters and validations (#23912)
  • Territory tree in Customer Acquisition and Loyalty report (#21668)
  • Allow Purchase Invoice Creation Without Purchase Order Checkbox in Supplier (#20864)
  • Gross Profit In Quotation (#21795)
  • Notify credit controller users for credit limit extension via Email (#22213)
  • Run MRP at parent level in the production plan and make material transfer based upon materials availability (#21545)
  • Balance Serial Nos in Stock Ledger report (#23675)
  • Youtube interactions via Video (#22867)
  • Consider Holiday List in Student Leave Application and Attendance (#23388)
  • Patient appointment status changes (#24201)
  • Sales order status filter added for production plan (#23805)
  • Monthly attendance sheet report group by Department, Designation, Employee Grade and Branch (#21331)
  • Upload Attendance template now have pre-filled holiday status (#20947)
  • Provision to disable serial no and batch selector (#24398)
More

  • Fetch Items from BOM in Stock Entry(#19498)

  • Supplier Sourced Items in BOM (#23557)

  • Close Production Plan (#23728)

  • Button to create Stock Entry for Drug Shortage (#24012)

  • Added column cost center in Accounts Receivable report (#23835)

  • Added jinja templating in Contract Template (#24046)

  • Make account number length configurable (#23845)

  • Add company and correct filter in bank reconciliation statement (#23614)

  • Added Condition field in Pricing Rule (#23014)

  • Open lead status on next contact date (#23445)

  • Tax Category in POS Profile

  • Added phone field in product Inquiry (#23170)

  • Allow Discharge despite Unbilled Healthcare Services (#24281)

  • Do Not Bill Patient Encounters for Inpatients (#24355)

  • Autofill Supplier pop-up when only 1 Supplier in RFQ (#22512)

  • Accounting entries for service item in Purchase receipt (#22223)

  • Added Project in Sales Analytics report (#23309)

  • Added all companies option in employee tree to view employee across all companies (#22573)

  • Email Group Option In Email Campaign (#22731)

  • Stock Report Enhancements (#21727)

  • Added range for age in stock ageing (#22622)

  • Report Summary in Financial Statement(#20876)

  • Added sequence id in routing for the completion of operations sequentially (#23641)

  • Nested Set filtering for Accounting Dimension

  • Add/Remove Items from submitted Sales/Purchase Order

  • Provision to edit Item Details from Marketplace

  • Scan Barcode in Purchase Receipt

  • Disable Rounded Totals Checkbox for Salary Slips in HR Settings

  • Renamed Loan Management to Loan on Desk Page (#21877)

  • Added Expense Approver field in Employee master (#22244)

  • Bill all hours by default on Timesheet (#22155)

  • Unable to cancel employee advance (#22374)

  • Status error in purchase invoice (#22351)

  • Item-wise sales and purchase register export (#22184)

  • Billing address in for Purchase documents (#22233)

  • Handle canceled entries in financial statements (#22231)

  • Default period start date and period end date for financial statements (#22011)

  • Update Packed Items via Update Items in Sales Order (#22392)

  • Hide delete company transactions button if not system manager (#21839)

  • Skipping total row for tree-view reports (#22350)

  • Cancelled entries in tds payable monthly report (#22131)

  • Inter-company Invoice currency for multicurrency transactions (#21984)

  • Filter batches based on item and warehouse in Pick List (develop) (#21780)

  • Set cost center in Expense Claim child based on parent (if missing) (#22175)

  • Item wise backdated stock entry posting for immutable ledger (#22366)

  • Shopping cart UI fixes (#22137)

  • Filter Leave Type based on allocation for a particular employee (#22050)

  • Party validation for inter-warehouse transaction (#22186)

  • Manufacturing dashboard and work order summary chart (#21946)

  • IP Admission and Discharge, Minor fixes (#21817)

  • Validation of Purchase Order against Material Request missing (#22192)

  • Staffing Plan validation (#22379)

  • Do not allow backdated stock transactions in previous fiscal year (#21967)

  • Employee Advance Return not working (#21812)

  • Added card for reports on education desk (#21853)

  • Refactored project summary report (#21943)

  • Revenue and Customer Count only in date range in Customer Acquitition Report (#22210)

  • Alternative item not working for subcontract (#22386)

  • Unable to create batched Item (#22393)

  • Filters for the manufacturing reports (#21960)

  • Raw material warehouse in Production Planning Report (#21982)

  • Allowed LWP leave types to select in Leave Application even if there is no allocation against them (#22197)

  • Report not working on parameter Grade (#21951)

  • Allow to enter Relieving date if employee status is Left (#22242)

  • Resetting lost reason in opportunity and quotation (#22378)

  • Filtering issues in opening invoice creation tool (#21969)

  • Set default reference Id for "On Previous Row Amount" and "On Previous Row Total" (#22346)

  • UX date range field separated in from and to date fields. (#21765)

  • Enable show_configure_button when shopping cart is enabled (#22468)

  • Setup status indicators for Job Offer and Job Applicant (develop) (#22445)

  • Item-wise sales history report (#22783)

  • Setting filter for project in kanban board (#22717)

  • Dashboard For Timesheet (#22750)

  • Handle custom statuses for the pause SLA configuration (#22349)

  • Quality Feedback and Template (#22571)

  • Unable to change link from new lead to existing customer (#22787)

  • Move Issue List actions under 'Actions' dropdown (ux) (#22710)

  • Cost center should only show option of selected company (#22598)

  • Serial No Rename does not affect Stock Ledger Entry (#22746)

  • Descriptions not copied while creating Fees from Fee Structure (#22792)

  • Company filter for cost_center and expense_account in all sales and purchase transactions (#22478)

  • Arrangements of filters for reports accounts payable & receivable (#22636)

  • Update the project after task deletion so that the % completed shows correct value (#22591)

  • Block Invalid Serial No updates in Maintenance Schedule (#22665)

  • Fetch item price in sales invoice based on it's validity (#22563)

  • Add view ledger button for cancelled docs (#22432)

  • Allow creating SLA documents even if SLA tracking is not enabled (#22608)

  • Quotation list view blank if quotation_to field not set as a standard filter (#22672)

  • Salary deductions report fixes (#22397) 22727))

  • Incorrect delivered qty in Supplier-Wise Sales Analytics (#22631)

  • Moved parent warehouse to top section also added a section break (#22708)

  • Skip Progress and Completed by fields on Task Duplication (#22565)

  • Incorrect stock after merging the items (#22526)

  • Letter head not found in opening invoice creation tool (#22488)

  • Cannot cancel asset and asset movement (#22441)

  • Fetch project-related info in Timesheet (#22423)

  • Currency symbol not showing as per company currency in stock balance report (#22724)

  • Add default cost center in payment reconciliation JV (#22614)

  • Stock Reconciliation Invalid Quantity for Batched Item (#22726)

  • Project link not set in accounts other than profit and loss accounts (#22051)

  • Buying price for non stock item in gross profit report (#22616)

  • Multi currency payment reconciliation (#22738)

  • Cannot cancel assets with repair pending (#22440)

  • Reset homepage to home after unchecking products page (#22736)

  • Generic Message in previous doc validation for buying and selling (#22546)

  • Expense claim outstanding while making payment entry (#22735)

  • Take parent cost center for child if no cost center at child in expense claim (#22496)

  • Consider company fiscal year for getting balance (#22577)

  • Pick List empty table and Serial-Batch items handling (#22426)

  • Show total row in print format of financial statement (#22693)

  • Set Root as Parent if no parent in new tree view node (#22497)

  • Multiple pos issues (#23725)

  • Calculate taxes if tax is based on item quantity and inclusive on item price (#23001)

  • Contact us button not visible in the website for the non variant items (#23217)

  • Not able to make Material Request from Sales Order (#23669)

  • Capture advance payments in payment order (#23256)

  • Program and Course Enrollment fixes (#23333)

  • Cannot create asset if cwip disabled and account not set (#23580)

  • Cannot merge pos invoices with inclusive tax (#23541)

  • Do not allow Company as accounting dimension (#23755)

  • Set value of wrong Bank Account field in Payment Entry (#22302)

  • Reverse journal entry for multi-currency (#23165)

  • Updated integrations desk page (#23772)

  • Assessment Result child table not visible when accessed via Assessment Plan dashboard (#22880)

  • Conversion factor fixes in Stock Entry (#23407)

  • Total calculations for multi-currency RCM invoices (#23072)

  • Show accounts in financial statements upto level 20 (#23718)

  • Consolidated financial statement sums values into wrong parent (#23288)

  • Set SLA variance in seconds for Duration fieldtype (#23765)

  • Added missing reports on selling desk (#23548)

  • Fixed heading in the mobile view (#23145)

  • Misleading filters on Item tax Template Link field (#22918)

  • Do not consider opening entries for TDS calculation (#23597)

  • Attendance calendar map fix (#23245)

  • Post cancellation accounting entry on posting date instead of current (#23361)

  • Set Customer only if Contact is present (#23704)

  • Add Delivery Note Count in Sales Invoice Dashboard (#23161)

  • Breadcrumbs for Maintenance Visit and Schedule (#23369)

  • Raise Error on over receipt/consumption for sub-contracted PR (#23195)

  • Validate if company not set in the Payment Entry (#23419)

  • Ignore company and bank account doctype while deleting company transactions (#22953)

  • Sales funnel data is inconsistent (#23110)

  • Credit Limit Email not working (#23059)

  • Add Company in list fields to fetch for Expense Claim (#23007)

  • Issue form cleaned up and renamed Minutes to First Response field (#23066)

  • Quotation lost reason options fix (#22814)

  • Tax amounts in HSN Wise Outward summary (#23076)

  • Patient Appointment not able to save (#23434)

  • Removed Working Hours field from Company (#23009)

  • Added check-in time validation in the Inpatient Record - Transfer (#22958)

  • Handle Blank from/to range in Numeric Item Attribute (#23483)

  • Sequence Matcher error in Bank Reconciliation (#23539)

  • Fixed Conversion Factor rate for the BOM Exploded Item (#23151)

  • Payment Schedule not fetching (#23476)

  • Validate if removed Item Attributes exist in variant items (#22911)

  • Set default billing address for purchase documents (#22950)

  • Added help link in navbar settings (#22943)

  • Apply TDS on Purchase Invoice creation from Purchase Order and Purchase Receipt (#23282)

  • Education Module fixes (#23714)

  • Filter out cancelled entries in customer ledger summary (#23205)

  • Fiscal Year and Tax Rates for Italy (#23623)

  • Production Plan incorrect Work Order qty (#23264)

  • Added new filters in the Batch-wise Balance History report (#23676)

  • Update state code and union territory for Daman and Diu (#22988)

  • Set Stock UOM in item while creating Material Request from Stock Entry (#23436)

  • Sales Order to Purchase Order flow improvement (#23357)

  • Student Admission and Student Applicant fixes (#23515)

  • Loan disbursement amount validation (#24000)

  • Making company address read-only in delivery note (#23890)

  • BOM stock report color showing always red (#23994)

  • Added filter for customer field in Issue (#24051)

  • Added project link in timesheet form (#23764)

  • Update integrations desk page (#23767)

  • Place of supply change on address change (#23941)

  • TDS calculation, skip invoices with "Apply Tax Withholding Amount" has disabled (#23672)

  • Auto fetch serial nos with modified conversion factor (#23854)

  • Default cost center in item master not set in stock entry (#23877)

  • Incorrect de-link serial no and batch (#23947)

  • Accounting for internal transfer invoices within same company (#24021)

  • Multiple pricing rule with margin type as Percentage is not working (#24205)

  • Added Purchase Order to Global Search (#24055)

  • Cannot expand row in update items dialog (#23839)

  • Maintain stock can't be changed it there is product bundle (#23989)

  • SO to PO Mapping Issue (#23820)

  • Asset with value zero doesn't show up in fixed asset register (#24091)

  • Cannot save customer email & phone (#23797)

  • Incorrect balance value in stock balance report (#24048)

  • Payment Terms not fetched in Purchase Invoice from Purchase Receipt (#23735)

  • Fix for LMS Sign Up link (#23743)

  • Incorrect stock quantity if 'Allow Multiple Material Consumption… (#24116)

  • Added wrong absent days calculation in salary slip (#23897)

  • Purchase receipt to purchase invoice bill date mapping (#23967)

  • Overriding po (#24022)

  • Do not cancel reference document on Quality Inspection cancellation (#24198)

  • Get formatted value in 'taxes' print template (#24035)

  • Don't overrule Item Price via Pricing Rule Rate if 0 (#23636)

  • Job card error handling for operations field (#23991)

  • Validation for journal entry with 0 debit and credit values (#23975)

  • Check if customer exists in product listing (#24030)

  • Asset finance book posting date fix (#23778)

  • Same source and target tables in Status Updater's update query (#24110)

  • Asset finance book depreciation posting date fix (#23833)

  • Ignore exception during leave ledger creation from patch (#24005)

  • Added link of bank reconciliation and clearance in accounting desk page (#23850)

  • Sales invoice add button from sales order dashboard (#24077)

  • Incorrect calculation for consumed qty for subcontract item (#23257)

  • Incorrect required_qty in Production Planning Report (#24074)

  • Email digest user not found (#23949)

  • Delete Receive at Warehouse entry on cancellation of Send to War… (#24115)

  • Added TDS Payable account number and an error message (#24065)

  • Override field_map for job card gantt (#24155)

  • Old shopify order syncing date (#23990)

  • Shipping chanrges not sync in erpnext from shopify (#24114)

  • GSTR B2C report (#24039)

  • Ignore cancelled entries in stock balance report (#23757)

  • Stock ageing report not working (#23923)

  • Incorrect assign to in Maintenance Schedule (#23831)

  • Improve UX of DATEV report (#23892)

  • Set SLA variance in seconds for Duration fieldtype (#23765)

  • dDouble exception in payroll (#24078)

  • Make asset dashboard charts public (#23751)

  • Don't copy terms and discount from SO to PO (#23903)

  • Ignore doctypes on company transaction delete (#23864)

  • Error handling in Upload Attendance (#23907)

  • Tax template update on customer address change (#24160)

  • Not able to save bom (#23910)

  • Enable Allow Auto Repeat for standard doctypes having auto_repeat field (#23776)

  • Place of Supply fix in Sales Invoices (#23785)

  • Opening invoices in GSTR-1 report (#24117)

  • Partial serial no return issue (#24208)

  • Import taxjar globally in the taxjar_integration module (#24027)

  • Payroll attendance error (#23887)

  • Loan application link on creating loan (#23937)

  • POS item search includes non stock items (#23914)

  • Paid amount in Sales Invoice POS return resets to 0 (#24057)

  • Fiscal year can be shorter than 12 months (#23838)

  • Loan repayment type option remove (#23582)

  • Item wise tax calculation (#23744)

  • Enabling track changes for stock settings (#23982)

  • Added link of bank reconciliation and clearance in accounting desk page (#23809)

  • Location data on Asset to use command(make_demo) (#23825)

  • Handle Account and Item None not found in Opening Invoice Creation Tool (#23559)

  • Multiple subcontracting issues (#23662)

  • Sequence id override with workstation column (#23810)

  • Leave policy dashboard fix and roles (#24170)

  • Scan barcode does not update barcode item field in sales order (#24090)

  • Item price duplicate checking (#23408)

  • Tax template update on supplier change for India (#24060)

  • Consumed qty logic for subcontracted raw materials (#23314)

  • Finance book not getting added in journal Entry of asset value adjustment (#24100)

  • Set proper state code in ewaybill JSON when GST category is SEZ (#23953)

  • Copying po no when mapping doc (#23729)

  • Duplicate items validation for POS Invoice when allow multiple items is disabled (#23896)

  • Do not allow Company as accounting dimension (#23749)

  • Validation for duplicate Tax Category (#23978)

  • Therapy plan and session fixes (#23817)

  • Pricing rule with transaction not working for additional product (#24053)

  • Inpatient Medication Order and Entry fixes (#23799)

  • Avoid using SQL query to get fiscal year dates (#24050)

  • Auto Statewise gst tax template (#23832)

  • On save sequence id column override with workstation (#23812)

  • Multiple pricing rules are not working on selling side (#22711)

  • Salary slip popup error (#24192)

  • Multiple pricing rule with margin type as Percentage is not working (#24204)

  • Allow statistical component in salary structure. (#24424)

  • Set current asset value before calculating difference amount (#24119)

  • To use Stock UoM in BOM Stock Report (#24339)

  • Accounting entries of asset when submitting purchase receipt (#24191)

  • Batch/Serial Selector for Scanned Batched Item (#24338)

  • Link timesheets with corresponding projects (#24346)

  • Material request wrong status issue (#24019)

  • UX issues in e-invoicing (#24358)

  • Company Wise Valuation Rate for RM in BOM (#24324)

  • Stock ageing should not take cancelled stock entries. (#24437)

  • Partial loan security unpledging (#24252)

  • Asset depreciation ledger (#24226)

  • Back Update from QC based on Batch No (#24329)

  • Fix for not having fiscal year while creating new company (#24130)

  • E-invoice print format not showing other charges (#24474)

  • Tax template update on customer address change (#24146)

  • Do not manufacture same serial no multiple times (#24164)

  • Ignore group cost center validation for period closing voucher (#24375)

  • Partial serial no return issue (#24207)

  • GSTR-1 double entry issue (#24376)

  • Not able to create dunning from sales invoice (#24349)

  • Set company in leave allocation and leave ledger entry (#24296)

  • Allow leave policy assignment to be canceled. (#24265)

  • Removed all day event from shift assignment calendar (#24397)

  • Tax calculation on salary slip for the first month (#24272)

  • Validate tax template for tax category (#24402)

  • Numeric/Non-numeric QI UX (#24517)

  • Finished good produced qty validation (#24220)

  • Incorrect serial no in the subcontracted purchase receipt (#24354)

  • Don't validate warehouse values between Material Request and Stock Entry (#24294)

  • Don't cancel job card if manufacturing entry has made (#24063)

  • Subscription prepaid date validation (#24356)

  • Payment Period based on invoice date report fix/refactor (#24378)

  • Drop ship partial order fixed (#24072)

  • Payment entry multi-currency issue (#24332)

  • Multiple pricing rule issue (#24515)

  • Last purchase rate not updating when voucher cancelled if only one voucher is present (#24322)

  • Do not cancel reference document on Quality Inspection cancellation (#24197)

  • Refactored fetching & validating address from erpnext rather than gst portal (#24297)

  • Opportunity Status fix (#22944)

  • Fixed stock and account balance syncing (#24644)

  • Fixed incorrect stock ledger qty in the stock ledger report and bin (#24649)

  • Fixed Consolidated Financial Statement report (#24580)

  • Repost incompleted backdated transactions (#24991)

  • Unequal debit and credit issue on RCM Invoice (#24838)

  • Period list for exponential smoothing forecasting report (#24983)

  • POS Opening Entry with empty balance detail rows (#24891)

  • Use account_name only in consolidated report (#24840)

  • Validation of job card in stock entry (#24882)

  • Incorrect Nil Exempt and Non GST amount in GSTR3B report (#24918)

  • TDS check getting checked after reload (#24973)

  • Membership and Donation API fixes (#24900)

  • Allow zero valuation in stock reconciliation (#24985)

  • Simplified logic for additional salary (#24907)

  • Allow to select item code in batch naming (#24825)

  • Membership renewal validation (#24963) (#24964)