BakrAldubai/ERPNext-Fiscal-Year-Based-Date-Related-Fields

ERPNext app to make date related fields respect the default fiscal year.

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.

Table of Contents

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

---

Requirements

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

---

Setup

Install

1. Get the plugin from Github

(Required only once)

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

2. Install the plugin on any instance/site you want

bench --site [sitename] install-app erpnext_fiscal_year_based_date_related_fields

3. Check the usage section below

Update

1. Go to the app directory (frappe-bench/apps/erpnext_fiscal_year_based_date_related_fields) and execute:

git pull

2. Go back to the frappe-bench directory and execute:

bench --site [sitename] migrate

3. In case you need to restart bench, execute:

bench restart

Uninstall

1. Uninstall the plugin from the instance/site

bench --site [sitename] uninstall-app erpnext_fiscal_year_based_date_related_fields

2. Uninstall the plugin from bench

bench remove-app erpnext_fiscal_year_based_date_related_fields

---

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

---

Supported Fields

1. Date
2. Datetime
3. Date Range

---

License

MIT