Change Naming Series Prefix

ERPNext Buying
4

Perfect thanks for your reply.

Alessandro

5

A follow-up question. In the document-naming-series documentation, it mentions that it is common to have a separate series for each financial year.

But will this really happen automatically? Will the system be smart and detect this by itself?

i.e. INV-YY####

  • INV-120001
  • INV-120002
  • [happy new year!!]
  • INV-130001

/d

6

Should be INV-.YY.####

don’t forget the separators.

7

For Year vs. Sequence no#

Will the system be smart and detect this by itself? i.e. reset the sequence when YY updates?

8

Yeah should reset. The prefix is dynamically evaluated. It will be a new prefix in a new year.

9

What happen if a series has reach its maximum digit i.e. INV-15-9999

Will it automatically add digit for next invoice transaction : INV-15-10000 ??

Tks

10

No it will start from 0 for the new series/

11

Do you mean it will automatically create a new prefix for that transaction and restart from 0?

1 Like
12

YY detect fiscal year or civil year?

our fiscal year are from april 1st 2015 to march 31th 2016 wich year the system will take. our fiscal year are named 2015-2016 does the system can take INV-1516####?

13

@synertic YY detect civil year,

You can manually set naming series INV-1516- and reset it every year.
I think its one time job for you

14

Its getting close to our numbering series in production (without ERPnext yet)

It would be appreciated you can not only Reference YY as Year, but also any other linked field
in ERPnext DB like “$fiscal_year” or in our use case we the customer no. in the Invoice Series, which would convert roughly to “$customer_id” or so.

15

@hwinkel you can add your fields in naming series.

refer You can use custom field in naming series along with YY MM DD option - #7 by kolate_sambhaji

16

link not working

17

Is there a way to prevent it from starting over every month
I am using CUST-.YY.MM.-.####

I want it to continue without being effected by year or month
I am using erpnext on AWS

Thanks

18

I have the same question, will it start new series automatically or need to reset manually ?

19

Hello, @alan @A.Mas No, it wouldn’t reset on the transitioning of months automatically. You will have to do it manually. Let’s not forget we are an ERP, not AI-ERP :wink:

1 Like
20

It will reset and start the count on the beginning of every month and every year.

I figured that the best solution is to make it yearly.

21

Is there way through which I can use Fiscal Year in naming series? Not hard coded but based on dynamic fiscal year.

22

I want to show naming series option of one doctype to another doctype.Means if doctype-A has HR-PRUN-.YYYY.-##### naming series.So it should be visible on doctype-B. Any help?

23

Now there is an option to add fiscal year in the naming series using .FY. ex:- INV-.FY.-