# ERPNext compatibility

The ERPNext integration is more recent. **11 actions** out of 60 are bound to ERPNext, 2 of them writes; 3 have no equivalent and are explicitly refused; the others are not available under ERPNext.

Bindings are verified against the official definitions of **ERPNext 15.121.5** and **Frappe 15.121.1** and covered by automated tests. **No execution on a real ERPNext instance is documented yet**: their validation in real conditions is in progress.

> Even when bound, an action is only offered if your ERPNext instance exposes the matching document and the user's permissions allow it.

## Bound actions

| Action | Identifier | Type | Limits |
|---|---|---|---|
| [Search for a customer, prospect or supplier](/en/catalogue/clients-prospects) | `thirdparty.search` | Read | value “prospect” of `nature` refused ; value “fournisseur” of `nature` refused |
| [Search quotations](/en/catalogue/devis) | `proposal.search` | Read | value “facturee” of `status` refused |
| [Search invoices](/en/catalogue/factures) | `invoice.search` | Read | — |
| [Search interventions](/en/catalogue/interventions) | `intervention.search` | Read | value “facturee” of `status` refused ; value “terminee” of `status` refused ; filter `date_from` not supported ; filter `date_to` not supported ; filter `date_from_local` not supported ; filter `date_to_local` not supported |
| [Create a task](/en/catalogue/taches) | `task.create` | Write — confirmation required | — |
| [Update a task's progress](/en/catalogue/taches) | `task.update` | Write — confirmation required | — |
| [Search projects](/en/catalogue/taches) | `project.search` | Read | value “brouillon” of `status` refused |
| [Search reminders and appointments](/en/catalogue/agenda-rappels) | `event.search` | Read | value “notes” of `scope` refused ; filter `date_from_local` not supported ; filter `date_to_local` not supported |
| [Search tickets](/en/catalogue/tickets) | `ticket.search` | Read | — |
| [Search orders](/en/catalogue/stock-expeditions) | `order.search` | Read | value “en_cours” of `status` refused |
| [Show an object's detailed record](/en/catalogue/recherche-consultation) | `object.get` | Read | — |

## Actions with no ERPNext equivalent

| Action | Identifier | Reason (source text, French) |
|---|---|---|
| [Create an intervention](/en/catalogue/interventions) | `intervention.create` | La fiche d'intervention SpeakDo (lignes datées avec durée, passage en facture) n'a pas d'équivalent ERPNext : Maintenance Visit n'a ni durée, ni lignes de temps, ni projet, ni chemin vers une facture. |
| [Turn an intervention into an invoice](/en/catalogue/interventions) | `intervention.invoice.create` | Reproduit le bouton natif Dolibarr « Créer facture » d'une fiche d'intervention : aucun équivalent ERPNext. |
| [Change an object's status](/en/catalogue/recherche-consultation) | `object.set_status` | Chaque (type, statut cible) est une opération métier distincte. Sous ERPNext, `invoice -> payee` n'existe pas comme transition : une facture n'est payée que par un règlement (Payment Entry) ; `proposal -> signee` n'existe pas (Ordered résulte de la création d'une commande) ; revenir en brouillon après soumission est impossible (annulation + nouvelle version). Aucune transition n'est liée tant que chacune n'est pas prouvée équivalente. |

## Actions not available under ERPNext

[Create a new third party](/en/catalogue/clients-prospects) (`thirdparty.create`) · [Get a customer brief](/en/catalogue/clients-prospects) (`thirdparty.brief`) · [Find the customer you are visiting](/en/catalogue/clients-prospects) (`thirdparty.nearby`) · [Identify a company](/en/catalogue/clients-prospects) (`thirdparty.identify`) · [Identify a contact](/en/catalogue/clients-prospects) (`contact.identify`) · [Create a quotation](/en/catalogue/devis) (`proposal.create`) · [Add a line to a quotation](/en/catalogue/devis) (`proposal.line.create`) · [Send a document by e-mail](/en/catalogue/factures) (`document.send`) · [Add a line to an existing intervention](/en/catalogue/interventions) (`intervention.line.create`) · [Add a report to an intervention](/en/catalogue/interventions) (`intervention.note.create`) · [Change an intervention's status](/en/catalogue/interventions) (`intervention.set_status`) · [Search tasks](/en/catalogue/taches) (`task.search`) · [Get a project brief](/en/catalogue/taches) (`project.brief`) · [Create a reminder or appointment](/en/catalogue/agenda-rappels) (`event.create`) · [Edit an appointment](/en/catalogue/agenda-rappels) (`event.update`) · [Create a ticket](/en/catalogue/tickets) (`ticket.create`) · [Add a message to a ticket](/en/catalogue/tickets) (`ticket.message.create`) · [Search equipment](/en/catalogue/equipements) (`equipment.search`) · [List a customer's equipment](/en/catalogue/equipements) (`equipment.list`) · [View an equipment record](/en/catalogue/equipements) (`equipment.get`) · [Select a piece of equipment](/en/catalogue/equipements) (`equipment.select`) · [Add equipment to the inventory](/en/catalogue/equipements) (`equipment.create`) · [Edit equipment](/en/catalogue/equipements) (`equipment.update`) · [Copy an equipment location](/en/catalogue/equipements) (`equipment.copy_location`) · [List an equipment's tickets](/en/catalogue/equipements) (`equipment.ticket.list`) · [Open a ticket on equipment](/en/catalogue/equipements) (`equipment.ticket.create`) · [Update an equipment ticket](/en/catalogue/equipements) (`equipment.ticket.update`) · [Comment on an equipment ticket](/en/catalogue/equipements) (`equipment.ticket.comment`) · [Check an order's availability](/en/catalogue/stock-expeditions) (`order.availability`) · [Search products](/en/catalogue/stock-expeditions) (`product.search`) · [Search shipments](/en/catalogue/stock-expeditions) (`shipment.search`) · [Create a shipment](/en/catalogue/stock-expeditions) (`shipment.create`) · [Validate a shipment](/en/catalogue/stock-expeditions) (`shipment.validate`) · [Stock issue](/en/catalogue/stock-expeditions) (`stock.issue`) · [Stock receipt](/en/catalogue/stock-expeditions) (`stock.receive`) · [Stock transfer](/en/catalogue/stock-expeditions) (`stock.transfer`) · [Get a warehouse brief](/en/catalogue/stock-expeditions) (`warehouse.brief`) · [Open a record in the ERP](/en/catalogue/recherche-consultation) (`object.get_url`) · [List objects](/en/catalogue/recherche-consultation) (`object.list`) · [List and download an object's documents](/en/catalogue/recherche-consultation) (`object.list_documents`) · [List linked objects](/en/catalogue/recherche-consultation) (`object.list_linked`) · [Create a generic object](/en/catalogue/recherche-consultation) (`object.create`) · [List available actions](/en/catalogue/recherche-consultation) (`actions.list`) · [Describe capabilities](/en/catalogue/recherche-consultation) (`capabilities.describe`) · [Check active modules](/en/catalogue/recherche-consultation) (`system.check_modules`) · [Switch working mode](/en/catalogue/recherche-consultation) (`profile.switch`)