Sales Invoice Custom Naming Series

ERPNext User Forum
1

Hi, I seem to have problems customizing my naming series for different documents. I am using the naming series option under setup to create a custom name but when I test it out it keeps returning to the default name.

For example The Sales invoice always go back to default “SINV-”
I changed the series to INV-.YYYY/.###
I have tried various changes and nothing seems to work.

When I look at the custom document setup for the sales order, my changes show in the series selection field, yet does not show up when I am actually trying to create an invoice.

Any suggestions?

Thank you.

2

INV-.YYYY./.###
Give separator dot (.)

3

Thanks for the reply… typing error from my side. That is how I have it in the system. But still only get the default series when I try creating an invoice

4

naming series
naming series967×785 59.9 KB

Put the series you made in the top position and press update, it should be running

1 Like
5

Hi

I think you notyet “Reload”

6

Thanks. I added it in. I originally deleted the default series.
It did not work right after the update, but I logged out and back in and then it worked.

7

Is it possible to add branch name in the naming series as shown in the image?

IMG-20171020-WA0005
IMG-20171020-WA00051130×1280 161 KB

8

Hi

You can add field in naming seri: .field_name.

field_name is your brand name

example:
.field_name..YY..MM./.#####

9

Thank you. @vinhnguyent090