Datasets:

ServiceNow-AI
/

erpnext-tasks

license: apache-2.0
task_categories:
  - text-generation
tags:
  - web-agent
  - evaluation
  - erpnext
pretty_name: ERPNext Tasks
configs:
  - config_name: default
    data_files:
      - split: train
        path: data/train-*
dataset_info:
  features:
    - name: benchmark
      dtype: string
    - name: task_name
      dtype: string
    - name: task_seed
      dtype: int64
    - name: task_config
      dtype: string
    - name: goal
      dtype: string
    - name: start_url
      dtype: string
    - name: validation
      dtype: string
  splits:
    - name: train
      num_bytes: 428581
      num_examples: 207
  download_size: 53520
  dataset_size: 428581

ERPNext Tasks

An evaluation dataset for web agents operating on a self-hosted ERPNext instance. Each row contains a task goal, a configuration dict with a SQL validation query, and a standalone Python validation function that scores agent performance by querying the ERPNext database.

Dataset overview

207 samples across 82 task categories
A single shared validator queries a SQL endpoint to verify outcomes

Domain	Categories	Samples	Examples
User Management	7	18	Create users, assign roles, disable accounts, create user groups
Purchasing	8	16	Create suppliers, purchase orders, manage discounts and confirmations
Sales	10	27	Create customers, sales orders, sales invoices with tax rates
Inventory	8	18	Create stock items and entries, edit item properties, manage letterheads
HR	5	14	Create employees with various detail levels, update departments
Accounting	10	22	Create journal and payment entries, cancel or assign entries
Projects	14	38	Create projects and tasks with dependencies, change status, delete
Multi-step	20	54	Cross-domain workflows combining creation, assignment, and management

Schema

Column	Type	Description
`benchmark`	`string`	Benchmark name (`erpnext`)
`task_name`	`string`	Task category (e.g. `erpnext.create_sales_order`)
`task_seed`	`int`	Sample index within the category
`task_config`	`string`	JSON-encoded dict with `sql` (validation query) and `count` (expected result count)
`goal`	`string`	Natural language instruction shown to the agent
`start_url`	`string`	URL where the agent should begin (empty, defaults to ERPNext home)
`validation`	`string`	Python source code of the validator module

Validation

The validator module exposes a validate(messages, config) function:

def validate(messages: List[Dict[str, str]], config: Dict[str, Any]) -> int:
    """
    Args:
        messages: Conversation history (list of {"role": ..., "content": ...} dicts).
        config:   The task_config dict for this sample, containing:
                  - sql: A SQL query to run against the ERPNext database
                  - count: The expected results_count value

    Returns:
        1 if the task was completed successfully, 0 otherwise.

    Raises:
        ValueError: If the task configuration is invalid.
    """

The validator calls a SQL query endpoint on the ERPNext instance. The following environment variables must be set:

Variable	Description
`ERPNEXT_URL`	Base URL of the ERPNext instance (e.g. `https://erpnext.example.com`)
`ERPNEXT_EXTRA_HTTP_HEADERS`	JSON string containing authentication headers (e.g. `{"Authorization": "Bearer <token>"}`)

Usage

import ast
from datasets import load_dataset

ds = load_dataset("servicenow-ai/erpnext-tasks")

sample = ds["train"][0]
config = ast.literal_eval(sample["task_config"])

# Load the validator
exec(sample["validation"], globals())
score = validate(
    messages=[{"role": "assistant", "content": "Done."}],
    config=config,
)

Task categories

User Management

assign_role: Assign a role profile to a user
create_user_email_first_last: Create a user with email, first name, and last name
create_user_email_first_last_username_phone: Create a user with full contact details
create_user_with_email_account_dependency_HARD: Create a user with email account dependency
create_user_group_with_new_users_HARD: Create a user group with newly created users
disable_user_account: Disable a user account
create_user_then_cancel_journal_entry: Create a user then cancel a journal entry

Purchasing

create_supplier_name_email_phone: Create a supplier with contact details
create_supplier_name_group_currency_tax_id: Create a supplier with financial details
create_purchase_order_with_discount / without_discount: Create purchase orders
create_purchase_order_then_manage_supplier: Create a purchase order then manage the supplier
create_stock_item_with_name_description_then_create_purchase_order: Create item then order
create_stock_item_without_name_description_then_create_purchase_order: Create item then order (minimal)
add_date_confirmation_number_to_purchase_order: Update purchase order confirmation details
add_comment_to_draft_purchase_orders: Add comments to draft purchase orders

Sales

create_customer_name_account_manager_group: Create a customer with manager and group
create_customer_name_type_address: Create a customer with address details
create_customer_with_account_manager_group_tax_dependencies_HARD: Complex customer creation
create_customer_with_account_manager_role_profile_group_tax_dependencies_HARD: Complex customer creation with role profiles
create_sales_order / create_sales_order_put_on_hold: Create and manage sales orders
create_sales_invoice / create_sales_invoice_with_custom_tax_rate: Create invoices
create_sales_invoice_with_date_cost_center: Create invoice with cost center
create_sales_invoice_with_customer_item_account_dependencies_HARD: Complex invoice creation
create_sales_invoice_with_customer_item_territory_pricelist_account_dependencies_HARD: Complex invoice with territory and pricelist

Inventory

create_stock_item_id_group: Create a stock item with ID and group
create_stock_item_name_id_group_description: Create a stock item with full details
create_stock_item_name_id_group_description_shelf_life_warranty: Create item with shelf life and warranty
create_stock_entry / create_stock_entry_with_letterhead: Create stock entries
edit_stock_item_warranty_weight: Edit item warranty and weight
edit_stock_item_warranty_weight_material_request_type_tag: Edit item with additional fields
delete_stock_item / disable_stock_item: Remove or disable stock items

HR

create_employee_name_gender_dob_status_join_date: Create employee with basic info
create_employee_name_gender_dob_join_date_salary_phone: Create employee with salary and phone
create_employee_full_address_HARD: Create employee with full address details
create_employee_with_emergency_contact_HARD: Create employee with emergency contact
update_employee_department: Update an employee's department

Accounting

create_journal_entry / create_journal_entry_with_account_dependency_HARD: Create journal entries
create_payment_entry_without_cost_center / with_cost_center_cheque_date_reference: Create payment entries
create_payment_entry_with_customer_account_project_dependencies_HARD: Complex payment entry
create_payment_entry_with_mode_of_payment_account_supplier_cost_center_dependencies_HARD: Complex payment entry with supplier
cancel_journal_entry / cancel_payment_entry / cancel_purchase_order: Cancel accounting documents
assign_journal_entry / assign_payment_entry / assign_purchase_order: Assign documents to users

Projects & Tasks

create_project_with_name_company: Create a project with name and company
create_project_with_name_company_priority_note: Create project with priority and notes
create_project_with_name_company_priority_note_dept_cost: Create project with department and cost center
create_project_with_customer_full_address_HARD: Create project with customer address
create_project_with_type_dept_dependencies_HARD: Create project with type and department dependencies
create_project_with_type_dept_cost_center_dependencies_HARD: Create project with cost center dependencies
create_project_with_type_dept_customer_cost_center_dependencies_HARD: Create project with full dependencies
create_task_with_subject_project: Create a task in a project
create_task_with_subject_project_priority_dept: Create task with priority and department
create_task_with_subject_project_priority_dept_comment: Create task with comment
create_task_with_project_type_dept_dependencies_HARD: Create task with dependencies
create_task_with_project_type_parent_dept_dependencies_HARD: Create task with parent task dependency
change_project_status / delete_project / delete_task: Manage project lifecycle
update_task_status / assign_task: Update and assign tasks

Multi-step & Cross-domain

assign_sales_invoice / tag_sales_invoice / favorite_sales_invoice: Manage sales invoice metadata
tag_supplier / delete_supplier: Manage supplier metadata
update_target_warehouse_on_suppliers_purchase_orders: Update warehouse on purchase orders
create_customer_then_create_sales_invoice: Create customer then invoice
create_customer_then_create_sales_order: Create customer then sales order
create_sales_invoice_then_assign_task: Create invoice then assign a task
create_project_then_cancel_payment_entry: Create project then cancel payment entry
create_task_then_assign_payment_entry: Create task then assign payment entry
assign_journal_entry_then_update_task_status: Assign journal entry then update task