v15.63.0

What's Changed

• Fixes Stock Entry "Material Transfer" so the target Rack remains empty unless you select one, instead of automatically copying the rack from the source warehouse. (#47644)
• Fixes status update for cancelled POS Invoice. The invoice now shows "Cancelled" immediately after it is cancelled. (#47657)
• Updates the over-billing check on Purchase Receipt and Purchase Invoice to include the value of rejected quantities when the "bill for rejected quantity" setting is active, preventing false over-billing errors when submitting invoices that cover rejected items. (#47677)
• Fixes issue that prevents the Exchange Rate from being fetched when creating a Supplier Quotation from a Material Request. (#47678)
• Asset Capitalization now sends a negative quantity when retrieving warehouse details, correcting the valuation rate shown for each item. (#47688)
• Fixes error in "Customer Ledger Summary" that prevents the report from opening when the Territory filter is used. (#47685)
• Skips updating the last purchase rate for items marked as free when a Purchase Order is submitted, so these zero-cost entries no longer overwrite the previous cost. (#47696)
• Adds support for unit-price items: you can now enter lines with 0 quantity in Quotation, Sales Order, Purchase Order, and related documents. These lines stay out of the totals and can be updated or billed later when the actual quantity is known. (#47410)
• Adds rounding to the valuation rate when stock quantities decrease, so inventory values no longer show small discrepancies. (#47711)
• For Material Request entries set to "Manufacture", the Item Code picker now lists only items marked "Include Item In Manufacturing". (#47717)
• Skips drop-shipped items when you click "Set Source Warehouse", so their supplier-delivery settings stay unchanged. (#47718)
• Displays stock amounts in currency format in the "Warehouse wise Stock Value" dashboard chart. (#47726)
• Replaces the "Group By" filter with "Categorize By" in custom versions of "General Ledger" and "Supplier Quotation Comparison" reports, keeping any previous selections intact. (#47730)
• Shows buttons such as "Print Receipt", "Email Receipt", "New Order", "Edit Order", "Delete Order", and "Return" on the Point of Sale past order screen in the user’s chosen language. (#47748) (-> Bug noticed after release: buttons may lose their functionality in languages other than English.)
• Shows General Ledger amounts in the Currency selected in Process Statement Of Accounts instead of defaulting to the customer’s currency. (#47747)
• Shows "Quality Inspection(s)" button on submitted Purchase Receipt, Purchase Invoice, Delivery Note, and Sales Invoice documents when Allow To Make Quality Inspection After Purchase / Delivery is enabled. (#47750)
• Creating a Payment Entry from the Bank Reconciliation Tool now works for newly added employees with no previous transactions, as the system automatically selects the company’s default employee account. (#47751)
• TCS calculation in Tax Withholding Category now counts only advance payments posted within the selected period, so advances from other periods no longer inflate the tax amount. (#47753)
• Unchecking Is Paid in a Purchase Invoice now resets Paid Amount to 0, so the outstanding balance correctly treats the invoice as unpaid. (#47755)
• Recording an Asset Value Adjustment now updates the Value After Depreciation only once instead of twice, so future depreciation schedules display the correct remaining value. (#47754)
• Sets Status of previously cancelled POS Invoice records to "Cancelled", so they now display accurately in lists and reports. (#47759)
• The Item Tax Template field now updates immediately when you change an item’s rate on transaction forms. This applies the minimum and maximum rate rules from the Item record right away, without waiting until the document is saved. (#47764)
• When duplicating a Quotation, the Lost Reasons table now starts blank instead of inheriting entries from the original record. (#47770)
• Fixes an error that prevents "Customer Ledger Summary" from opening when a user permission is set and no filters are applied. (#47769)
• Fixes error in "Customer Ledger Summary" report when multiple values are selected in tree-style filters, allowing the report to load correctly. (#47772)

Full Changelog: v15.62.0...v15.63.0
Authors: @marination, @mahsem, @rohitwaghchaure, @prateekkaramchandani, @khushi8112, @ljain112, @diptanilsaha, @Karuppasamy923, @l0gesh29, @mihir-kandoi
Reviewers: @ruthra-kumar, @deepeshgarg007, @rohitwaghchaure, @ankush

AI content

For these release notes, we used an LLM (OpenAI o3) to review and summarise the code changes, along with the associated issue and PR descriptions. It may contain typical errors and inaccuracies. You can read the prompt here.

v14.85.10

What's Changed

• Removes the allow_guest_to_view setting from Item, preventing items from being accessible to guests. (#47666)
• Asset Capitalization now sends a negative quantity when retrieving warehouse details, correcting the valuation rate shown for each item. (#47687)
• Skips updating the last purchase rate for items marked as free when a Purchase Order is submitted, so these zero-cost entries no longer overwrite the previous cost. (#47695)
• Replaces the "Group By" filter with "Categorize By" in custom versions of "General Ledger" and "Supplier Quotation Comparison" reports, keeping any previous selections intact. (#47729)
• Prevents item rates from changing when you enter a negative Discount Amount on a transaction. (#47735)
• Updates validation messages in Stock Entry to display the row number and clearer titles when an invalid Difference Account is chosen. (#47745)
• Displays the correct Status for each Serial No record by using the true latest stock ledger entry. (#47740)
• TCS calculation in Tax Withholding Category now counts only advance payments posted within the selected period, so advances from other periods no longer inflate the tax amount. (#47752)

Full Changelog: v14.85.9...v14.85.10
Authors: @diptanilsaha, @casesolved-co-uk, @ljain112, @khushi8112, @rohitwaghchaure
Reviewers: @rohitwaghchaure, @sagarvora, @ankush, @deepeshgarg007, @ruthra-kumar

AI content

For these release notes, we used an LLM (OpenAI o3) to review and summarise the code changes, along with the associated issue and PR descriptions. It may contain typical errors and inaccuracies. You can read the prompt here.

v15.62.0

What's Changed

• Fixes Item Group filter in Point of Sale so it shows the correct items when out-of-stock products are hidden. (#47546)
• Displays the correct expense amounts in "Customer Ledger Summary" report by accounting for all related debit and credit entries, preventing the understated totals seen in the previous version. (#47541)
• Copies the Dispatch Address from a Sales Order to the Purchase Order created from it, so the address appears automatically. (#47553)
• Allows adding the finished product itself as a component in a BOM, so you no longer have to adjust settings when it is also used as a raw material. (#47550)
• Clarifies validation messages in Stock Entry by showing the row number and a clearer title when the selected Difference Account is of an invalid type. (#47549)
• Allows redeeming loyalty points on POS Invoice when rounded totals are disabled. (#47564)
• Fixes child rows in the stock and asset tables that fail to delete when capitalizing WIP composite assets in Asset Capitalization by correctly linking them to their purchase receipt items. Removes an invalid callback parameter to prevent form errors during item or asset selection. (#47576)
• Adds Enforce Time Logs checkbox to Manufacturing Settings, letting you submit a Job Card without entering From Time and To Time when the option is disabled. (#47577)
• Fixes incorrect quantity recorded when you reset a Serial and Batch Bundle, preventing unexpected stock changes. (#47595)
• Fixes broken address links in inter-company transactions, so the inverted address now opens the correct Address record. (#47600)
• Stops Party Balance from being copied when duplicating a Payment Entry, preventing incorrect balance values on the new record. (#47563)
• Fixes issue that prevents users from changing or removing the Image on an Asset after it has been saved or submitted. (#47617)
• Fixes an error that blocks creating return documents from transactions such as Sales Invoice or Purchase Receipt by reading the company from the actual source document instead of always from Delivery Note, so these returns now submit correctly. (#47622)
• Fixes Delivery Note billing calculation so invoices created with the Update Stock option no longer count toward the billed amount, keeping the note in "To Bill" instead of being wrongly marked "Completed". (#47625)
• "Sales Analytics" report skips opening entries in Sales Invoice, Purchase Invoice, and Payment Entry, so totals reflect only regular transactions. (#47623)
• Adds a Calculate Ageing With selector to "Accounts Receivable" and "Accounts Payable" reports, allowing ageing to be calculated from either the report date or today’s date. (#47628)
• Displays Posting Date in the Accounts Receivable print of Process Statement Of Accounts using the standard date format (e.g. DD-MM-YYYY) instead of the raw system format. (#47631)
• Changes the Description field in the "Alternative Items" dialog of Quotation to a rich-text editor, so long texts fit and remain readable. (#47633)
• Shows a clearer error when a BOM fails because of recursion, directing you to enable Do Not Explode if the finished product should also serve as a raw material. (#47477)
• Removes the restriction that blocked cancelling the only Asset Movement of an asset, allowing assets with a single movement record to be cancelled. (#47641)

Full Changelog: v15.61.1...v15.62.0
Authors: @ljain112, @l0gesh29, @Bhavan23, @diptanilsaha, @mihir-kandoi, @khushi8112, @barredterra, @rohitwaghchaure, @kittiu, @akhilnarang
Reviewers: @diptanilsaha, @ruthra-kumar

AI content

For these release notes, we used an LLM (OpenAI o3) to review and summarise the code changes, along with the associated issue and PR descriptions. It may contain typical errors and inaccuracies. You can read the prompt here.

v14.85.9

What's Changed

• Allows users to update or remove the Image field in Asset records after saving, resolving the issue where changes to the image were not being saved. (#47616)
• Removes the restriction that limited returns to only the Delivery Note DocType, allowing returns to be created for various transaction types. (#47621)
• Updates Delivery Note status calculation to consider only Sales Invoices where Update Stock is not checked, so the billing status accurately reflects pending invoices. (#47624)
• Improves the validation message in BOM to explain how to use a finished good as a raw material by enabling the Do Not Explode checkbox. (#47476)

Full Changelog: v14.85.8...v14.85.9
Authors: @barredterra, @rohitwaghchaure, @ljain112, @khushi8112
Reviewers: @ruthra-kumar

AI content

For these release notes, we used an LLM (OpenAI o3) to review and summarise the code changes, along with the associated issue and PR descriptions. It may contain typical errors and inaccuracies. You can read the prompt here.

v15.61.1

What's Changed

• Fixes the calculation of expense amounts in the "Customer Ledger Summary" report, so expenses show the correct values. (#47557)

Full Changelog: v15.61.0...v15.61.1
Authors: @ljain112
Reviewers: @ruthra-kumar

v15.61.0

What's Changed

• Stops automatically fetching the latest exchange rate when opening an Opportunity; users can now choose to update the rate by clicking "Fetch Latest Exchange Rate" if needed. (#47448)
• Improves performance by skipping unnecessary link checks when removing attached files in repost actions. (#47450)
• Fixes an error that could occur when creating a Stock Adjustment for a past date after a stock reconciliation. (#47458)
• Displays a warning message in Stock Entry when the selected difference account is of the "COGS" type. (#47454)
• Fixes error when clicking the "Add Sales Partners" button in the Event form; the button now correctly opens the Sales Partner records. (#47467)
• Fixes an issue where regional tax accounts were not always created for new companies in regions using UAE VAT, allowing the UAE VAT Settings form and related reports to work correctly. (#47482)
• Updates the timesheet portal to display billing hours for each line item instead of showing the total billable hours of the entire document. (#47494)
• Adds a validation to prevent overbilling against Purchase Order and Purchase Invoice. (#47497)
• Fixes an issue in the POS where non-stock items are hidden when the Hide Unavailable Items option is selected in the POS profile. Non-stock items now remain visible regardless of this setting. (#47506)
• Updates the "Profit And Loss Statement" report so that when Accumulated Values is selected, values are accumulated across all selected fiscal years, not just within a single year. (#47508)
• Displays Credit, Debit, and Balance values using currency formatting in the "General Ledger" report, so amounts show the correct number of decimal places based on your currency settings. (#47517)
• Fixes an error that could occur when retrieving outstanding reference documents in Payment Entry, allowing the form to load correctly even if accounts are missing. (#47523)
• Updates Process Payment Reconciliation to use the company's reconciliation date setting, allowing reconciliation of entries created in a closed fiscal year. (#47522)
• Allows cancellation of Period Closing Voucher even when there are many related Account Closing Balance records, preventing errors during the process. (#47527)
• Adds a Non Depreciable Category checkbox to Asset Category to mark asset categories that should not be depreciated. Depreciation and related account setup are now skipped for assets in these categories. (#47533)
• Makes Sequence ID editable on Work Order Operation and updates operation planned time calculations to reflect the order of operations; also removes the ability to manually edit planned start and end times for operations. (#47534)

Full Changelog: v15.60.2...v15.61.0
Authors: @mihir-kandoi, @Bhavan23, @Yankyyyy, @ruthra-kumar, @ljain112, @Abdeali099, @ankush, @rohitwaghchaure, @khushi8112, @diptanilsaha
Reviewers: @nabinhait, @rohitwaghchaure, @ruthra-kumar

v14.85.8

What's Changed

• Displays a warning message in Stock Entry when the selected difference account is of the "COGS" type. (#47453)
• Fixes error when clicking the "Add Sales Partners" button in the Event form; the button now correctly opens the Sales Partner records. (#47466)
• Fixes an issue where regional tax accounts were not always created for new companies in regions using UAE VAT, allowing the UAE VAT Settings form and related reports to work correctly. (#47518)
• Displays Credit, Debit, and Balance values using currency formatting in the "General Ledger" report, so amounts show the correct number of decimal places based on your currency settings. (#47516)
• Allows cancellation of Period Closing Voucher even when there are many related Account Closing Balance records, preventing errors during the process. (#47526)

Full Changelog: v14.85.7...v14.85.8
Authors: @rohitwaghchaure, @Abdeali099, @ruthra-kumar, @Yankyyyy, @ljain112
Reviewers: @ruthra-kumar

v15.60.2

What's Changed

• Adds a warning message in the Item form when changing the Valuation Method to "Moving Average" if stock already exists, informing users about potential effects on transactions and that reverting to FIFO is not possible. (#47342)
• Fixes the display of Supplier Name and Customer Name columns in the "Supplier Ledger Summary" and "Customer Ledger Summary" reports so they correctly show the actual names instead of repeating the ID or code. (#47354)
• Renames occurrences of "Group By" to "Categorize By" in reports for clearer terminology. (#47360)
• Removes completed entries from the "Get Items From -> Transit Entry" list, so only active transit entries are shown. (#47379)
• Fixes an error that prevented users from submitting a Stock Entry in certain cases. (#47383)
• Prevents selecting a Stock account as the Difference Account in relevant forms. (#47390)
• Updates Sales Invoice and POS Invoice so that when the Mode of Payment is changed in the payments table, the corresponding Account field updates automatically. (#47400)
• Fixes an issue where the Time to Resolve status on Issue always showed "Failed" even when the SLA was met, and updates the status to correctly reflect whether the SLA was fulfilled or not after resolving or closing the issue. (#47407)
• Restores support for the previous name of the group filter in "General Ledger" and "Supplier Quotation Comparison" reports, so older saved filters and links continue to work. (#47403)
• Renames the Group By filter in the "General Ledger" report for clearer labeling. (#47405)
• Updates the way shipping addresses are fetched for customers with multiple addresses, so that an address is no longer randomly selected when no preferred shipping address is set. (#47414)
• Displays the correct party type (such as supplier or customer) in due date overdue messages for documents like Purchase Invoice. (#47416)
• Prevents errors in Payment Entry when adding a reference row with missing Reference Type or Reference Name and adjusting the Paid Amount. (#47426)
• Allows selling assets without requiring a depreciation account if the asset has not been depreciated in Asset. (#47428)
• Adds a new setting in Selling Settings and Stock Settings to let you choose whether item prices are auto-updated based on the entered rate or the price list rate during transactions. Updates how price list rates are recorded to match your selected preference. (#47434)
• Fixes calculation of decimal quantities to display correct stock levels and prevent unusually high valuation rates in stock transactions. (#47437)
• Fixes an issue where recalculating quantities in backdated Stock Reconciliation entries did not reflect correct stock levels for batch items. (#47440)

Full Changelog: v15.60.1...v15.60.2
Authors: @Abdeali099, @Nihantra-Patel, @diptanilsaha, @rohitwaghchaure, @khushi8112, @i-am-vimal, @sagarvora
Reviewers: @rtdany10, @ruthra-kumar, @nabinhait, @ankush

v14.85.7

What's Changed

• Adds a warning message in the Item form when changing the Valuation Method to "Moving Average" if stock already exists, informing users about potential effects on transactions and that reverting to FIFO is not possible. (#47341)
• Renames occurrences of "Group By" to "Categorize By" in reports for clearer terminology. (#47359)
• Removes completed entries from the "Get Items From -> Transit Entry" list, so only active transit entries are shown. (#47378)
• Restores support for the previous name of the group filter in "General Ledger" and "Supplier Quotation Comparison" reports, so older saved filters and links continue to work. (#47402)
• Renames the Group By filter in the "General Ledger" report for clearer labeling. (#47404)
• Prevents selecting a Stock account as the Difference Account in relevant forms. (#47389)
• Updates the way shipping addresses are fetched for customers with multiple addresses, so that an address is no longer randomly selected when no preferred shipping address is set. (#47413)
• Displays the correct party type (such as supplier or customer) in due date overdue messages for documents like Purchase Invoice. (#47415)
• Prevents errors in Payment Entry when adding a reference row with missing Reference Type or Reference Name and adjusting the Paid Amount. (#47425)
• Adds a new setting in Selling Settings and Stock Settings to let you choose whether item prices are auto-updated based on the entered rate or the price list rate during transactions. Updates how price list rates are recorded to match your selected preference. (#47433)

Full Changelog: v14.85.6...v14.85.7
Authors: @Abdeali099, @rohitwaghchaure, @diptanilsaha, @i-am-vimal, @sagarvora
Reviewers: @rtdany10, @ankush, @nabinhait, @ruthra-kumar

v15.60.1

What's Changed

• Fixes an error that prevented users from submitting a Stock Entry in certain cases. (#47384)

Full Changelog: v15.60.0...v15.60.1
Authors: @rohitwaghchaure