As we know that each company will have separated Chart of Account.
But the problem that the naming serial for the invoices is not separated, and will cause to have discontinuity for the numbers when there is audit, this is not allowed.
The only way to overcome this is to create new instance for each company but in this case, it will mot be possible to see all companies from one login (session), and will not be able even to use duplicate feature.
So how to resolve this problem?
It is not acceptable to have SINV-00001 and then SINV-00020, the audit will ask where is 2 and 3 and 4 … etc, how did u reach for invoice SINV-00020 directly!!!
There should be a solution for this, otherwise it is not possible to use multi company and multi financial book.
I did this before, I create custom field in company for all documents that needs separate naming series like Sales Order, Sales Invoice, Journal Entry ,etc…
for example : here I have company called Demo Company so I will take the abbr and add it to naming series JV-DC, For anther company in the same instants called Sky Zone I will create JV-SZ and so on
erpnext support putting field value in naming series. So on Sales Invoice DocType, you just need to create a custom field (company_abbr) that fetch value from the abbr field in company doctype. For example, Company A will have abbr as CPA, Company B will have abbr as CPB. https://erpnext.com/docs/user/manual/en/setting-up/settings/naming-series
The naming series will be company_abbr.SINV.#####. And the document ID will be
CPASINV.00001
CPASINV.00002
CPBSINV.00001
CPBSINV.00002
I used this method and it is by far the most reliable option. company initials are automatically appended to naming series and the numbering is unique to each company.
@Parag_Chatwani if you want to do that you have to create custom fields in User DocType and write the script to fetch the naming series from the user record
Thanks for your kind support.
I have configured this Company Wise Naming Series for sales order.
but it went blank, sales order become blank.
Please help.
I think I had followed the steps.
Can you kindly explain how these steps, can create this kind of effect?
Please suggest do I need to re-do all this, with some specific sequence.
Once again, thanks a lot for your constant support.
Can you please share your mobile no. or call me on +91 98676 32366 if you can able to do and assist in the said matter would like to outsource the said work and discuss commercials.