ERPNext Reports & Form Customisation

Замовник: AI | Опубліковано: 14.10.2025

I run an active ERPNext installation that now needs two focused upgrades: • Reporting & analytics – I want tighter, business-specific insights drawn from my existing data. This involves building custom reports (script and query based) that can be saved, scheduled, and exported in the standard ERPNext formats. • Form fields and views – Several DocTypes must be reshaped. I need new fields added, a few current ones modified, and certain validations revised so users enter clean data every time. All changes have to appear seamlessly in both the desk and web views, respecting role permissions. Deliverables I will review for acceptance: ‒ At least three working custom reports accessible from the Reports module, each tested with live data. ‒ Updated DocTypes reflecting the added, modified, and re-validated fields with no breakage to existing workflows. ‒ Brief technical notes (Markdown is fine) so future updates through Frappe bench are migration-safe. If you’re comfortable working within the Frappe framework, can write clean Python/JS, and are used to pushing changes via Git, let’s get this started quickly.