AX-08 · Extend
Customization and Frappe apps
Custom fields, print formats, workflows, server scripts, and small Frappe apps when standard ERPNext is short.
Typical length: Scoped per gap
Outcome
A named list of customizations, each with a reason, a test, and a place to live so upgrades stay possible.
Who it is for
- Teams with a few rules ERPNext does not ship
- Businesses that need their own print formats and document names
- Groups ready for a custom app rather than a pile of one-off scripts
What is included
- Gap decision
- Each request is marked configure, customize, or decline. Declined items get a workaround so the list stays honest.
- Light customization
- Custom fields, client scripts for checks, print formats, letter heads, and workflows.
- Frappe app
- When logic must be versioned, tested, and reused, it goes in a custom app with fixtures — not only in the site database.
- Upgrade care
- Custom work is listed so a future ERPNext version can be tested against it before production moves.
How the work runs
- 01Write the rule in plain languageWho does it today, and what must be true before the document submits.
- 02Choose the lightest buildField, script, workflow, or app.
- 03Test with the role that will use itIncluding the case where the rule should block them.
Deliverables
- Customization register
- Print formats and workflows in staging
- App repository when an app is justified
- Short test notes per item