I want to change the ID based on the customer code

ERPNext User Forum
1

I want to change the ID based on the customer code. If the customer code changes, then the document name should also change."

2

Reference: Naming

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Screenshot 2024-11-18 164904
Screenshot 2024-11-18 164904948×346 19 KB

I want to use only the code, but the prefix also appears at the end of the code. how can solve this

4

Use it like

image
image1920×924 85.9 KB

One generated the ID, and the custom_customer_code was updated; however, the ID will not update, which requires server-side logic.

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which script to use set customer code as id

6

Reference:

if doc.custom_customer_code:
    new_id = doc.custom_customer_code.strip().replace(" ", "-").lower()
    if doc.name != new_id:
        frappe.rename_doc(doc.doctype, doc.name, new_id, force=True)
        doc.name = new_id

Note: Be cautious with rename operations, especially if there are linked documents, as it may impact data consistency. Always test thoroughly in a development environment before applying to production.

7

Renaming in general is a bad idea in Frappeverse.

1 Like
8

Better use “Document Naming Rule” doctype to setup naming