Feature Suggestions

Features Suggestions and Comments.

Note: Please update feature request in the correct section so that its easier to link requests to one another.

General

User wise default. On login, user will select company and fiscal in which wish to make entries. Data of companies other than selected one will be hidden.
User should have an option to set an alignment (left, right, center) for fields.
Ability to add new fields from Customize Form, instead of Custom Field, as it seems more intuitive.
Show all connected records that form a part of the workflow in the document, like Quotation -> SO -> Deivery Note -> Invoice -> Payment and same for purchase
Unified search box that searches across tables
I think adding a drop-down to the Print Preview screen of various transactions to see the print preview in different formats would be a good addition.
Support Ticket to Lead / Opportunity
Delete a contact
Validation error to bring to relevant field.
Ability to change User Ids.
Remember Password does not work.
Option to save filters in records list and report builder.
No auto-suggest in new filters for link field.
Option for multiple selection in item table of transactions.
Renaming of address and contact master with customer and supplier name.
Deprecate Deleting instead make something like "MAKE INACTIVE", this would be very useful and would not create errors due to validation or in calculations.
There should be a file manager in the system since attaching 1 file in 2 transactions make the system have 2 copies of the file which unnecessarily creates duplicate files. Also the deletion of attachment should not be so easy since some attachments are very important but are easy to delete by any user even by mistake.
Permission defined on master is not applicable on masters maintained in tree structure. It becomes difficult for company to add multiple companies in one erpnext account.
Search Box in item search of forms like "Sales Order" needs to be replaced with search boxes with multiple filters
Searching for items should be intuitive with multiple filters like in EXCEL AUTO-FILTERS. Like if for Filter A there are 3 options X,Y & Z then on selecting option X the values of other filters should be updated accordingly with only available options and not with other options like in Filter B for X there is only 1,2,3 whereas for Y there are could be 4,5,7 etc.

EMail Suggestions

Auto-notification emails from user id.
From email address needs to be sent with name: "John Doe <[email protected]>"
Email backup link every monday.
IMAP instead of POP for incoming tickets.
CC / BCC Option
Need better integration between To Dos, Calendar, Tasks and Email like reminders prior to deadline, progress, etc.

Numerical Precision

Say I buy a bag of 100 items XYZ, for Euro 38,52. I enter the unit price as purchase price, but I am limited to 2 decimals. So one item, costing Euro 0.3852 is rounded of to 0.39. No in entering the PO/PI/PR etc The calculated price becomes Euro 39, so I introduce an error of almost half a Euro!! Request is that more than two decimals can be used!!

Ability to make some Filters as default via Customize Form View

With the latest release of ERPNext there is now advanced searching possible through the filters. I think this is a great addition to an already robust system. The system would become even more user friendly if the system manager could have the ability to add some default filters so that the normal users who are not very proficient with the system are able to easily enter searches.

Editing Record Names within Records

We try to edit Cheque to Check by clicking on the Cheque record on the above URL. While we see "Save" as a choice, no field is displayed in edit mode that we can edit. Per a support session online today, they above field may be a key field and renaming may be the only way to "edit" it. Request that this field be made editable and that key fields not be used as data fields in the future.

Workflow Rules

I have been doing some searching on the old projects that were there in the ERP and I came across a very special form "Work Flow Rules". I don't know what it was intended for but it created an idea in my mind which could probably replace the need for custom script. Basically we already have the Amount Based Authorization Rule so I think we could use this as a replacement for Custom Scripts.

Basically this form can be used to create rules for Automatic checking for various rules, like some rules that I can think of in my organisation, but are not there in the ERP since I am not good at writing scripts and they are not supposed to be part of the stock product, are: Rules for Invoice: If the Other Charges = CST2+ED then the Series = RB1112 or Rule for Invoice: If other charges = CST2+ED then C-Form Required = YES Like this there are so many rules which I think can be implemented by users at their own end and hence get the work done in a more efficient manner without worrying for errors.

I know though this thing would not remove the need for custom scripts but would definitely reduce the requirement of custom scripts and would also give the users the much needed customisation power.

-- Aditya Duggal

Improvement in Tagging

I recently was working on the great ability to add tags and the vast uses of it but in the process I came across a situation. Now suppose I want to create a new tag in DNs, apart from the existing automatic tags of "Fully billed", "Partly Billed" & "Billed", like "Don't Submit".

Now if I am creating this tag for the first time then it is not reflected in the auto search which is quite obvious. But after the creation of this tag, if a person wants to tag another DN with the same tag then the tag should get searched which is not happening.

Another small point I want to add here is that if a tag is created and then deleted then it should not come in the search for the tag as that would have been deleted.

Restrictions on Reports

This is a major query as we are not able to control as to which reports a User can access and which reports a user cannot access. Let me give a scenario: -There is a person who is there to enter sales orders and make delivery notes. -Then he has the access to the reports like total sales and item wise details of the whole company in a snapshot and now if this person colludes with someone outside then can probably just export the report to excel and give away all the data. -Similarly all have access to the analysis pack which is also not a desirable thing. -Suggestion: All reports should have a Permissions Manager which should specify the type of access for a user or user group. Like some users should only have the ability to View the Reports and NOT EXPORT them and some users cannot access the reports all together.

Accounts

Closing balance of ledger on daily / weekly / monthly basis.
There should be an option in payment entry which will calculate different between invoice and payment value caused due to currency rate fluctuation. Same difference will be booked in pre-defined account head. Same thing is done manually at the moment.
Make a generic tool to upload General Ledger entries (GL) via Journal Voucher directly from CSV files. Could be used for uploading bank entries.
Automated depreciation entries.
When making JV against JV, filter based on selected party / supplier / customer.
Export Financial Statements to Excel.
Multiple Currency Balances.
Print Format for Debit / Credit Notes.
Email notification to track payables and receivables.

Item / customer / sales wise profitability report

An "extended price" list showing purchase rate, production cost rate, (if applicable), the tax rate (or rates), the sales price, the taxes (Vat amount), the profit (sales rate- purchase rate)/(1+vat/100), and the profit as an % of sales rate. I believe such a table is a crucial information for any business.

Related to this the profit of the actual sales in the trend analyser (that allows grouping per item, customer etc) also taking into account the "real sales price" (one may have typed over the fetched price, or not avialble, and the discounts offered. This would give a quick overview whether the discounts (Dogs Love It, is quite generous in this sense, but I am not capable of seeing the profitability per customer/sales, and as a consequence "see" that we are maybe somewhat overgenerous)

The inclusion of one (1) more field namely, the "standard price" (or the calculated cost price) in "Itemwise Sales Register" would allow the user to easily generate and item wise and custom wise profit reports in Excel, pending availability of such functionality in ERPNext., rgds robert

Customer/Supplier should fetch automatically when create new transaction from customer/ supplier master.

--Prakash Hodage

Payment Entries against Purchase Invoice

We are trying to make a payment voucher for a Journal Voucher. Now if we click on the against JV button then ideally the list of only pending JVs for that particular vendor or customer should be listed but in this case we are getting a list of all the JV which becomes almost impossible to select which JV is needed till the time we know the exact JV number.

The problem was highlighted earlier but was told to be not viable due to some technical issues by Mr Anand, but I would like to bring this point up again as this is a major problem in implementing Accounts with ERP as it compares much lower to the Tally which has the same functionality.

-- Aditya Duggal

Payment mode linked to POS

Pull bank / cash account based on option the select in "mode of payment" field. Firstly, we can have preset record of "mode of payment", like cash, bank, wire transfer etc. Then, this master should have an option to select account head, which will be fetched when select in sales invoice.

Ledger Balance Report

In ledger balance export report, if we run a report for a group, earlier it use to show the details of sub ledger in that group with ledger wise summary and group summary. but now no ledger summary & no name of ledger only entries can be seen.

Sales

System should tell me how much of my SO order has been ordered... just like it updated for %delivered and %billed..
Discount management based on party type, geographic location, order quantity, order grand total, product category etc. It can be implemented by setting up some rules for each discount scheme.
Track Customer Payments in Customer Master. -Ability to search customers based on City, State from address tables.
Communication History should have NEXT STEPS which should create a TASK or REMINDER or a CALENDAR entry in the system for the user to whom the next step is assigned.

Customer Sales Prediction, Triggers

I am trying to find out of my existing customers who have been buying regularly and who are not, now it seems simple but I would put up the conditions which make the scenario really a challenge which I have not been able to conquer.

Some customers are large and they buy in the tune of 200,000 per month or maybe more but their order sizes are small. So these might have big number of orders of smaller values. Some customers are only buying like 50k a month but they give order in one shot every month. I think the customer master is missing one major ingredient here and that is: Estimated Monthly Sale field or we could have 2 fields, one for the amount of orders and the other the frequency of orders.

This/ these fields would act like triggers of Minimum Inventory level so when a customer falls below this amount of SO then the system alerts the predefined person by email or a Task to call and find out the problem.

The possible solution for this thing is that Customers should have 2 fields:

Average Expected Sales
Average Period

The two fields should be the driving force for email notifications or TASK creation in the Sales Person's account. For example: One customer gives orders every 3 days and his average of 3 days is 40,000 then we would have one field as 40,000 in average expected sales and the average period (in days) would be 3. So the system should check every 3 days if the average SO received from this customer is is below this value or not and if it is then it would create a TASK in the sales person's column to CALL this Customer.

(via Aditya Duggal)

Purchase

Option to pull items in purchase order from BOM
Just like we have customer address and contact report, same way, we will should create report which will pull data from different doctypes supplier, address and contact in same report..
It will be helpful to users to track all the transaction (PR/PI/Payment) against PO from a single place.
For customers that do purchasing only when there is order. So, each purchase transaction will be tagged with some sales transaction. They need a report for checking DEALWISE profitability.
Allow subcontract only for items with BOM
Warehouse, reqd date to be auto selected in all rows in PO and Purchase Request.
Supplier wise contract.

Stock / Inventory

When making delivery note, user should get search option where he can see all serial nos. with status = in store for selected item in selected warehouse.
Show image in Item Master.
Batch-wise stock level report.
Request for Quote (RFQ) and Supplier Quotation forms.

Standard Cost and Last Cost methods of Valuation

You may want to also allow the simultaneous tracking of Standard Costs and Last Costs.

Last costs are generally more in line with current market costs.
Standard costs allow companies to set target costs and measure variances against those standards.

Also, you may want to consider a cost roll-up feature that allows users to do mass modification of the standard cost to the last cost or average cost. I can supply a screen shot of a utility from another ERP system for this feature if you would like.

Improvements to Batching System

For "batch number", you may want to add to the Help documentation that batch number = lot control number.
For "batch number", you may want to have that auto-generated and maybe auto-enforced. In our current ERP system, lot control numbers are generated as:
- for purchased items, the receiver number + receiver line item (example: 010221-002 means line item 002 on receiver 010221)
- for manufactured items, the job order number of the job order that produced them (example: 20211)

"Auto-enforced" means when kitting a job with components, the user is forced to indicate the lot control number for each component on the BOM (pick list). Possibly make "auto-enforced" user set -- some companies may not want it.

Reports

Itemwise sales / purchase report with other charges and taxes detail
System manager should be able to run the report to see users activities on any given date.
Fetch reports directly into Excel

Debitor / Creditor Report

We had been using ERP next for the past 1 year & found it very useful for all our accounting purpose. We need few upgradations in your software. Right now, we are unable to take a report for both debtors & creditors together as we normally take out from Tally because that report is very helpful for finalising the balances. Request your feedback on the same.

Debtor Ledger format:

Date Party Name Bill raise Payment received Balance REMARKS party 'A' All Transactions related to party 'A'

Production

New Material Report

This is in refernce to the reports generating through Production Planning. The view of the report is being generated with total no. of stock available in the factory, which includes STORES, WIP, SHOP FLOOR, RESERVED, SCRAP, REJECTION, etc. We request you to kindly make the changes in this report so that we are able to view the stock as per the Particular WAREHOUSE TYPE.

Engineering Change Request

I have been trying to get to implement the ECN system which a lot of engineering companies follow but I have not been able to find a way to do that in the ERP.

What is ECN? http://en.wikipedia.org/wiki/Engineering_Change_Notice It is basically a process by which a design data can be changed in a product. So in common language it means that if there is a product then the drawing of the product needs to be changed then the person wanting the change would first issue a ECR (Engineering Change Request) and this request is forwarded to the person who would pass t his ECR and it would become a ECN.

Now I have had a thought that we could attach individual drawings of each item in the item master itself but the file management system is such that there is no way to track the changes made to the file.

Is there a way to do such thing in ERP?