ERPNext Fiscal Year Based Date Related Fields

ERPNext plugin that makes date related fields respect the start and end dates of default fiscal year.

In ERPNext, date related fields show the current date and there is nothing wrong with that, but if you are entering historical data manually then you might end up forgetting to change the date related fields to match the default active Fiscal Year. For such reason I created this to help myself and others with such issue.

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Table of Contents

• Requirements
• Setup
  • Install
  • Update
  • Uninstall
• Usage
• Supported Fields
• License

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Requirements

• Frappe >= v13.0.0
• ERPNext >= v13.0.0

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Setup

Install

⚠️ Important ⚠️

Do not forget to replace [sitename] with the name of your site in all commands.

Install

1. Go to bench directory

cd ~/frappe-bench

2. Get plugin from Github

(Required only once)

bench get-app https://github.com/kid1194/ERPNext-Fiscal-Year-Based-Date-Related-Fields

3. Build plugin

(Required only once)

bench build --apps erpnext_fiscal_year_based_date_related_fields

4. Install plugin on a specific site

bench --site [sitename] install-app erpnext_fiscal_year_based_date_related_fields

5. Check the usage section below

Update

1. Go to app directory

cd ~/frappe-bench/apps/erpnext_fiscal_year_based_date_related_fields

2. Get updates from Github

git pull

3. Go to bench directory

cd ~/frappe-bench

4. Build plugin

bench build --apps erpnext_fiscal_year_based_date_related_fields

5. Update a specific site

bench --site [sitename] migrate

6. Restart bench

bench restart

Uninstall

1. Go to bench directory

cd ~/frappe-bench

2. Uninstall plugin from a specific site

bench --site [sitename] uninstall-app erpnext_fiscal_year_based_date_related_fields

3. Remove plugin from bench

bench remove-app erpnext_fiscal_year_based_date_related_fields

4. Restart bench

bench restart

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Usage

How to make date related fields respect the default Fiscal Year

1. Go to Customization > Customize Form
2. Enter the form type/name (ex: 'Journal Entry')
3. Scroll down to the form fields area and edit the date related fields you want
4. Add Fiscal Year in the options property of those fields to enable the plugin

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Supported Fields

1. Date
2. Datetime
3. Date Range

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License

MIT