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Location: NPO-Accounting/npo-accounting-ikiwiki/ExistingProjects/ERPNext.mdwn - annotation

http://wandborg.se/ Joar@web
Filled in licensing, added double-entry API FIXME
Links:

- <https://erpnext.com> - Commercial homepage
- <https://erpnext.com/open-source> - Community homepage
- <https://github.com/webnotes/erpnext> - Source code

Demo: <https://demo.erpnext.com>

### Evaluation of [[Reporting|UseCases/GeneratingReports]] UseCases
- [[Trial Balance Report|UseCases/GeneratingReports#trial-balance]]: [Yes](https://demo.erpnext.com/app.html#trial-balance)
- [[Bank Reconciliation Report|UseCases/GeneratingReports#bank-reconcilation]]: [Yes](https://demo.erpnext.com/app.html#Form/Bank%20Reconciliation/Bank%20Reconciliation)
- [[Chart of Accounts|UseCases/GeneratingReports#chart-of-accounts]]: [Yes](https://demo.erpnext.com/app.html#Accounts%20Browser/Account)
- [[Cash Disbursements Journal|UseCases/GeneratingReports#cash-disbursements]]: FIXME
- [[Income Report|UseCases/GeneratingReports#income-report]]: [Kind of](https://demo.erpnext.com/app.html#financial-analytics)
- [[Expense Report|UseCases/GeneratingReports#expense-report]]: Yes, shown together with "Income Report" and a graph.

### Evaluation of [[Reporting|UseCases/GeneratingReports]] UseCases for Fund Accounting

Can each of these reports be generated, confined to a specific temporarily
restricted asset type?
   
- [[Trial Balance Report|UseCases/GeneratingReports#trial-balance]]: FIXME
- [[Bank Reconciliation Report|UseCases/GeneratingReports#bank-reconcilation]]: FIXME
- [[Chart of Accounts|UseCases/GeneratingReports#chart-of-accounts]]: FIXME
- [[Cash Disbursements Journal|UseCases/GeneratingReports#cash-disbursements]]: FIXME
- [[Income Report|UseCases/GeneratingReports#income-report]]: FIXME
- [[Expense Report|UseCases/GeneratingReports#expense-report]]: FIXME

### Evaluation of [[Fund Accounting|UseCases/FundAccounting]] UseCases

- [[Fund-only View|UseCases/FundAccounting#fund-view]]
- [[Funds as part of whole org View|UseCases/FundAccounting#fundless-view]]
- [[Ignore Funds for operations|UseCases/FundAccounting#fundless-view]]

### [[UseCases/Collaborating]] evaluation
- [[Simultaneous Editing of Ledger|UseCases/Collaborating#simultaneous-ledger-edits]]: FIXME
- FIXME: Other uses cases need rewrite.

### Evaluation of [[Double-entry Accounting|UseCases/DoubleEntryAccounting]] UseCases

- Does the system implement pure double-entry accounting?

### Evaluation of [[TrackingDocumentation|UseCases/TrackingDocumentation]] UseCases

- Does the system [[link up to external documentation|UseCases/TrackingDocumentation#document-link-up]]?

- Does it have a [[the ability to explore transactions via documentation linkage|UseCases/TrackingDocumentation#document-link-explore]]?

### Evaluation of [[Handling multiple currencies|UseCases/MultiCurrency]] UseCases

- Does it support the concept of
  [[a single functional currency|UseCases/MultiCurrency]], while still
  permitting multi-currency entries?

### Evaluation of [[draft transaction|UseCases/DraftTransactions]] UseCases

- Does the system allow
  [[generally for draft transactions|UseCases/DraftTransactions#draft-general]]
  that can be later approved before officially being posted to the books? 

### Evaluation of WorkFlow UseCases
- Is a [[specific workflow dictated by the system|UseCases/WorkFlow#workflow-dictated]] ?
- Is a [[the workflow configurable|UseCases/WorkFlow#workflow-configurable]] ?
- [[Unaccrued Invoice|UseCases/WorkFlow#unaccrued-invioice]] ?

### Evaluation of the [[Reading and Reporting API|UseCases/ReadingAPI]]

FIXME: This is assessment of what the API for manipulating the accounting
data does, so I think it's tough to do it as a list of questions.

### Evaluation of the [[Storage API|UseCases/StorageAPI]]

FIXME: This is assessment of what the API for storing the accounting data
does, so I think it's tough to do it as a list of questions.

- Is the accounting API separate from the ERP stuff? FIXME

### Evaluation of the [[Community Health|UseCases/CommunityHealth]]
- Is the [[license both determined as Free Software by FSF and OSI-approved|USeCases/CommunityHealth#license-approved]]? Yes, it's [GPLv3](https://github.com/webnotes/erpnext/blob/master/license.txt), (CC-BY-SA 3.0 for documentation).
- Is the [[license GPL-compatible||USeCases/CommunityHealth#gpl-compatible]]? Yes, it's [GPLv3](https://github.com/webnotes/erpnext/blob/master/license.txt), (CC-BY-SA 3.0 for documentation).

## Final(-ish) Evaluation
<a id="final-eval"></a>

Unfortunately, we discovered
[this policy early in our evaluation](https://github.com/webnotes/erpnext#copyright-for-contributors),
and decided that until this policy can be corrected to something more fitting
with actual copyright law and that will allow us to contribute under the
stated license of the project, it's not worth further evaluation of the codebase,
since this policy is just not acceptable.  bkuhn has
[raised the issue on the ERPNext Developers' Forum](https://groups.google.com/forum/?_escaped_fragment_=msg/erpnext-developer-forum/jfsURU8Ew9A/HVDX1z3vvkgJ#!msg/erpnext-developer-forum/jfsURU8Ew9A/HVDX1z3vvkgJ).