Hello evryone,
I migrated historical invoices from my old ERP Dolibarr into ERPNext and preserved their original names. The old convention is:
YYYYMMDD - Facture - XXXXX
where XXXXX is a global 5-digit sequence (e.g., 00001, 00002, …) that does not reset daily. After migration, the last imported invoice ends at 00174. Going forward, I need ERPNext to continue automatically with:
YYYYMMDD - Facture - 00175
(and so on, with the date coming from the invoice date).
What I need
Keep all imported invoice names as they are.
New Sales Invoices should be auto-named as YYYYMMDD - Facture - #####.
The 5-digit sequence must be global and continue after the last import (00174), not per day/month/year.
Prefer a configuration approach if possible; code is acceptable if that’s the only supported way.
What I tried / what I see
I cannot find the Naming Series page in the UI search (neither in setup, nowhere)
In Customize Form for Sales Invoice, the naming_series field appears, but its Options are effectively read-only in my environment; edits there do not take effect.
I understand that if the date is part of the prefix in a standard naming series, the counter is per-prefix and therefore resets when the date changes. I specifically need a single global counter while still embedding the date at the start of the name.
I can access Update Series, but I’m unsure what prefix to use if the date portion is not part of the counter key.
Questions for the community
Is there a supported, no-code way on v15 to have a name like YYYYMMDD - Facture - ##### where {#####} is a single global sequence (not tied to the date/prefix)?
If not, is the recommended approach a small Server Script that:
Builds YYYYMMDD from posting_date,
Pulls a sequence from a custom key (e.g., FACTURE-GLOBAL-),
Sets doc.name = f"{date} - Facture - {seq}",
And initializes the counter via Update Series (set FACTURE-GLOBAL- to 174 so the next is 00175)?
Any caveats with amendments, naming collisions, or upgrades?
Why would the Naming Series page be missing/hidden on a stock v15 environment? Which roles/permissions or feature flags control this? I am a System Manager.
If there is a clean configuration-only path, could you share the exact steps or examples for v15?
Thanks in advance for any guidance or best practices.
