Try ERPNext Buy Support Partners Foundation

[French topic] New on ERPNext/Frappe - Nouveau venu sur ErpNext/Frappe

Bonjour a tous et toutes, chères utilisateurs, intégrateurs, développeurs francophone !

Je me présente rapidement, cela fait 10 ans que je fait de l’intégration, formation, développement personnalisé pour des ERP/CRM basé sur des solutions libres (Dolibarr principalement) : [https://github.com/FHenry].

J’ai découvert ERPNext et Frappe il y a peu et la première chose qui m’a énormément plu c’est cette volonté de proposer tout en natif et open source. Mon coté libriste à tout de suite dit : oui. Quand je regarde l’équivalent Odoo qui pour les montées de versions oblige à passer par eux, ça laisse songeur.

Je me suis amusé, réellement, à installer Frappe “à la main”, puis avec la simplicité de Docker, et enfin j’ai mis les mains dedans (New to Frappe but already suggest an update of library management tutorial module).

Je suis bluffé par la rapidité des développements, de la puissance du cadriciel.

Je creuse profondément maintenant sur le coté fonctionnel d’ERPNext, puisque maintenant je comprends comme il fonctionne sous le capot.

A première vue, ERPNext est peu complexe par rapport aux clients à qui je propose mes services d’intégration. Par exemple créer un devis avec la bonne TVA et le bon prix, pour un produit, nécessite “un peu” de configuration préalable, pas forcément intuitive. Mais en même temps le positionnement “alternative à SAP” oblige ce niveau de complexité. Pour le coup par rapport à Dolibarr par exemple, c’est carrément complexe dans ERPNext.
J’ai bon espoir de préparer un module qui simplifie tout ça pour le fonctionnement en France car la puissance de l’outil le mérite.

Si vous avez des retours d’expériences d’intégrations, des “Succes story” ou “Failed story”, cela pourrait être intéressant de les partagés ?

En vous souhaitant une bonne continuation avec cet outil qui mérite toute la place sur le marché français.

A vous lire

Welcome on board, si tu parle en anglais ca sera plus facile pour l’ensemble de la communaute la communication d’enrechir et de s’enrechire.
I have 15+years experience with Oracle ERP and I love working with erpnext.

Yes I can. This is a kind of test to know if french spoken poeple are here, but of course main language is English on the Forum, i will post with it.
Ps: long time ago, I work with Oracle Siebel crm, I’m happy to switch on open source software
Kind regards

Welcome @FHenry .
I reply here for VAT configuration for France because it can also help others.

First you need to create a Sales Taxes and Charges template with one line per TVA rate (Normal, Intermédiaire, Réduit and Particulier).
You specify the right account head but it is important to set the rate to 0 for all lines.

Then you add a new Tax Rule with the tax template you 've just created

Then you go to item master and set the item tax section with the rate

That’s it !
When you create a new sales order for instance, it will search the tax rule for the customer and apply the tax template (here the tax rule is applied to all customer’s groups) and cross it with the item master tax rate.

If you want to sell TTC or without VAT for export, you need to add new tax templates in the same way.
In the purchase side, it is the same principle with Purchase Taxes and Charges template.

2 Likes

Thank a lot Britlog.
Your explanation help me to understand what can be changes (should I say gap) between version, or do we have different global settings ?

Are you in ERPNext 12 ?
I’ve got different list view.
On Item, the tax section look like there is :


It need an Item taxe template and optionally a Tax Category.
And Item tax template is related to one or more accountancy code and a Taxe rate.

By the way, the accountancy code also have a rate property…

Whouaa , where to put the right data ? probably every where, but if it’s done like that it may be use at different places. I have to dig more.

It work fine if you define the four Item tax template (and only accountancy code per Item Tax template) and apply the good one on the item.
In this case I wonder where are use the Sales Taxe Template ? From now, it’s no more on item.

I also try to use Tax rule to apply them by Item Group, but as Tax rule use Sales Taxe Template and not Item Tax Template, it do not impact TVA when adding item to quotation or invoice.

The other thing that bug me, is Tax Category, I didn’t find yet how it work, but I will :wink: It seem to be just a kind of label/tag for identifying taxes models (available on item tax, sales tax temple, and purchase tax template)

I also wonder how to implement what we call “Autoliquidation”, when a company make subcontract in BTP market. Normally you have two more records into the bookeeping (on buying journal) that cancel the TVA, but it must be here with two specifics code, one in credit the other as debit.
Same kind of feature for bookepping on byuing journal when you buy abroad (outside of CEE), you should have a “like” 20% percent TVA cancelled by another code.

And last but not least when you choose for your main company France as main Company country normally", (I found it do it on update if country change , not on create but anyway) ERPNExt create Sales Taxes and Charges Template like that :

So it seems that there is a mix to do between Item Tax template, Sales Tax template and Tax Rule, but the recepie is not well cooked for the moment. I will continue to find a simple way, and the goal it to propose a default data “Tax” creation for France.

I’m still in V11.
It seems the Item Tax Template is new but if you put in the account/rate and assign this tax template to item master, it will normally work like in v11. But a test is needed for sure.
The tax rate in chart of account is informative, the tax applied is in the item tax section in V11 and Item Tax Template in V12.
I plan to migrate in V12 for pre-production, so I will confirm how it works in V12, but you will have found already at that time for sure :wink:

I 've just tested VAT settings in V12 and I confirm that the only difference between V11 and V12 is the Item Tax Template.

So, you create a tax template with the lines that were in tax item section in v11

And you select this template in item master

It works like a charm and it is a very good change because you don’t need to deal anymore with accounts when you create a new item.