Quotation Amend Creates New Naming Series Instead of -1

1

Hi Team,

I’m facing an issue with Quotation amendment naming and wanted to check if this is expected behavior or a known limitation.

Scenario

  • Doctype: Quotation

  • Multiple naming series configured (e.g. TRIAL/.####, 22/FY./####)

  • “User must always select” option enabled in Document Naming Settings

  • Amendment Naming set to Default Naming

Steps

  1. Create a Quotation using series TRIAL/.####

    • Example: TRIAL/0004

  2. Submit the Quotation

  3. Cancel the Quotation

  4. Click Amend and save

Current Behavior

  • Amended Quotation is created as a new naming series number

    Original: TRIAL/0004
Amended:  TRIAL/0005

  • Amended From field is correctly populated.

Expected Behavior

  • Amended Quotation should follow standard amendment naming:

    TRIAL/0004-1

Question

  • Is this an edge case where naming series enforcement overrides amendment logic?

Would appreciate confirmation or guidance on the recommended approach here.

Thanks in advance.

2

Hi,

With User must always select and Amendment Naming set to Default Naming, ERPNext will assign a fresh number from the chosen series to the amended Quotation and only track the relationship through the Amended From field. This is the intended behavior for Default Naming, not a bug. If you need the TRIAL/0004-1 pattern, switch the amendment naming for Quotation away from Default Naming to the standard amendment counter configuration.

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