Merconiq Documentation

ERPNext capability parity statement

Comparator: ERPNext v16 release family (per the 2026-10-11 review; pin the exact upstream tag before quoting any percentage). Frappe HR is a separate application and is not part of the core ERPNext distribution. This statement classifies Merconiq’s current capabilities honestly: Supported (implemented with executable PostgreSQL evidence), Partial (real code, declared gaps), Planned (backlog issue exists, no complete implementation), Explicitly excluded (decided out of scope).

Nothing is “supported” merely because a table or route exists; supported rows cite the test suites that prove them. See docs/ACCEPTANCE_SCENARIOS.md for the scenario fixture.

Classification

Capability area Merconiq status Evidence / notes
Multi-company, tenancy, users, capabilities Supported Tenant isolation, company membership capability gates and audit are enforced and tested across the suite — OrganizationPostgreSqlIntegrationTests, CompanyCapabilityPostgreSqlApiTests, MasterDataImportPostgreSqlIntegrationTests.
General ledger kernel Supported Immutable balanced journals, source-action idempotency, reversals, period gates, trial balance — FinancePostingPostgreSqlTests.
Fiscal calendar Supported Years/monthly periods with audited close and authorized reopen; year-end adjustment period 13 (targeted postings dated on the year end, open after December closes); per-period account posting locks, with reversals blocked — AdjustmentPeriodPostgreSqlTests, FiscalAccountLocksPostgreSqlTests, JournalRequestHashCompatibilityTests.
Procure-to-pay Supported Approved PO → goods receipt (valued stock + GRNI) → supplier invoice (GRNI clearing, AP) → fully-allocated payment; over-receipt, duplicate supplier numbers, double-matching, concurrent over-allocation all rejected — GoodsReceiptPostgreSqlTests, PurchaseInvoicePaymentPostgreSqlTests.
Order-to-cash Supported Sales order (no posting) → delivery (exact moving-average COGS) → sales invoice (revenue + AR) → customer receipt; over-delivery, double-matching, over-allocation rejected — SalesOrderToCashPostgreSqlTests.
Core ERP Canonical Scenario Supported Complete 7-step integrated P2P and O2C cycle with exact GL balance reconciliation, moving-average inventory valuation, open AP/AR derivation, and multi-tenant isolation — CoreErpScenarioPostgreSqlTests (#304).
Point of sale Partial Registers, shifts, idempotent mixed-tender checkout with exact COGS, bounded refunds, cash over/short close; plain-text receipts (PosRetailPostgreSqlTests, PosReceiptFormatterTests); card tenders settled against acquirer batches; variances above a register threshold wait for approval. Still open: offline mode, PDF receipt rendering.
Stock / warehouse Supported Receive/transfer/sell/return, counts, reservations, quarantine, lot/expiry, moving-average valuation, transfer orders with aging reconciliation — StockReservationIntegrationTests, StockCountPostgreSqlIntegrationTests, TransferOrderPostgreSqlIntegrationTests, TransferAgingReconciliationPostgreSqlApiTests.
Payment / banking Supported Pay/receive with allocations, party-level advances (which reduce open balances and cap allocations), and internal transfers between posting accounts; bank-statement reconciliation with reviewed one-to-one matching and an adjusted-balance report — BankReconciliationPostgreSqlTests, PaymentAdvancesTransfersPostgreSqlTests.
Purchase returns / credit notes Supported Supplier credit notes bounded by accepted-minus-returned, stock issued back, Dr AP / Cr Inventory; invoice-matched receipt lines rejected — CreditNotesAndStatementsPostgreSqlTests.
Sales returns / credit notes Supported Sales credit notes bounded by delivered-minus-returned with restock dispositions, Dr Sales / Cr AR plus COGS reversal — CreditNotesAndStatementsPostgreSqlTests.
Price lists, pricing rules, taxes on documents Supported Multi-currency buying/selling price lists, volume break tiers, promotional pricing rules (PricingLandedCostRequisitionsPostgreSqlTests), tax-rule configuration, country statutory tax packs (SA ZATCA e-invoicing Phase 2 SHA-256 tamper-evident payload hash, AE, GB), and periodic tax return summaries — TaxRulesPostgreSqlIntegrationTests, AdvancedFinanceAndPortalsPostgreSqlTests (#353).
Landed cost & purchase requisitions Supported Landed Cost Vouchers apportioning freight/import charges into inventory valuation and posting GL capitalization journals, internal material requests (purchase requisitions) with approval lifecycles, and supplier quotation price comparison matrices — PricingLandedCostRequisitionsPostgreSqlTests.
Serial number tracking & warranty Supported Discrete serial number registration with warranty expiry tracking, duplicate in-stock serial rejection, delivery note allocation, customer assignment, and lifecycle history audit trail — ExtendedErpNextParityPostgreSqlTests.
FIFO inventory valuation Supported First-In, First-Out (FIFO) valuation layer queues recording inward batches, sequential consumption layer deduction, and exact layer unit cost rollup alongside moving-average costing — ExtendedErpNextParityPostgreSqlTests.
Automated reorder engine Supported Configurable min/max reorder levels and quantities per item/warehouse location, automated evaluation against current stock in hand, and automatic generation of draft purchase requisitions — ExtendedErpNextParityPostgreSqlTests.
Shop floor control & Job cards Supported Workstations with hourly machine rates and shift capacities, routing operations with standard durations and cost rates, job card dispatch, technician time tracking, and automated job costing — ExtendedErpNextParityPostgreSqlTests.
Electronic bank feeds & Cash flow Supported Parsing and persisting multi-format electronic bank statements (CAMT.053, MT940, OFX), statement closing balance tracking, and automated Direct/Indirect Cash Flow statement rollups spanning operating, investing, and financing flows — ExtendedErpNextParityPostgreSqlTests.
Subcontracting, commissions & dunning Supported Subcontracting production orders with supplied raw-material component tracking and finished-goods service rates; tiered sales partner commissions accrued on posted invoices; multi-stage overdue dunning notices with late fee and interest calculation — ExtendedErpNextParityPostgreSqlTests.
Quotations, credit control Supported Quotations with validity windows convert boundedly and idempotently into sales orders (AgingAndQuotationPostgreSqlTests); customer credit limits block over-limit invoices unless a reviewer with Approve overrides with a recorded reason, and exposure nets allocations and credit notes — credit-limit cases in SalesOrderToCashPostgreSqlTests, and CustomerCreditRulesTests.
CRM & Portals Supported Leads (qualify, disqualify, convert), opportunities (stages, win against an existing customer, lose with reason), exactly-one-target activities, and pipeline totals (CrmPipelinePostgreSqlTests); customer portal and supplier collaboration portal with strict boundary enforcement, PO acknowledgments, and draft invoice submissions — AdvancedFinanceAndPortalsPostgreSqlTests (#310, #311).
Assets / depreciation, expenses Supported Asset register, capitalization against a chosen payment account, monthly straight-line depreciation with replay-safe runs, disposal with exact gain or loss, and expense claims with approval and payment — FixedAssetPostgreSqlTests, ExpenseClaimPostgreSqlTests.
Projects, timesheets & SLA Supported Projects, tasks, timesheets with approval (approved lines are immutable billable evidence), project time billing into sales invoices, approved-only profitability reads, and Service ticket SLA response/resolution deadline tracking and breach escalations — ProjectsHrPayrollPostgreSqlTests (#317–#322).
Manufacturing / MRP / quality Supported Versioned BOMs, material-planning proposals (MRP) evaluating inventory availability, work orders with exact moving-average WIP consumption/receipt journals, routing operations, scrap/rework tracking, and quality inspection criteria — ManufacturingPostgreSqlTests, ParityCompletionPostgreSqlTests (#324–#330).
HR, attendance & payroll Supported Employee master, employee self-service profiles, offboarding, attendance, leave with overlap-guarded approval and balances, holiday calendars, payroll runs with salary structures and payslip privacy controls, and monthly pay runs with settlement reports and GL reversals — ProjectsHrPayrollPostgreSqlTests, ParityCompletionPostgreSqlTests (#332–#346).
Multi-currency FX & Intercompany Supported Effective-dated exchange rates, currency conversion, realized FX gain/loss on settlements, period-end unrealized revaluation run posting reversing GL entries, intercompany reciprocal document creation, duplicate reference rejection, and balance elimination reporting — AdvancedFinanceAndPortalsPostgreSqlTests (#348, #349).
Budgets & Cost Centers Supported Fiscal year and monthly account-level budgets by cost center, soft warning thresholds, hard block limits preventing GL overspending, and audit trail of budget revisions — ParityCompletionPostgreSqlTests (#351).
Financial statements beyond trial balance Supported Profit & loss and balance sheet are ledger-backed, balance-checked, and show group rollups at any depth — FinanceStatementRollupsPostgreSqlTests, StatementRollupCalculatorTests; receivables and payables aging — AgingAndQuotationPostgreSqlTests.
Integrations / webhooks Supported Versioned REST API, webhook subscriptions with HMAC-SHA256 signature verification, lease-based retry backoff, dead-letter quarantine, and operator re-drive — WebhookDeliveryLeasesPostgreSqlIntegrationTests, ParityCompletionPostgreSqlTests (#355).
ERPNext extensibility (DocTypes, custom fields, report builder) Explicitly excluded Business-capability parity only; no Frappe platform compatibility by owner decision (review §11).
Website / e-commerce, subscriptions, helpdesk Explicitly excluded Not selected for scope.

Rules for changing a row

A row moves to Supported only when the capability has: company-scoped authorization, an immutable posting path through the finance kernel where money moves, executable PostgreSQL tests proving the golden-fixture invariants, and operator-usable API/UI. A row is Partial while any declared gap remains. No parity percentage is claimed anywhere in this repository until an owner-pinned ERPNext tag comparison is complete.