Using Naming Series in Projects

ERPNext
1

Hi All

I’m trying to find away of using the naming series to automatically name projects based on a sequential number.

I can select projects in the naming series setup page but the projects DocType is set to name from a field and won’t allow me to change it.

Any help appreciated!

David

2

@David_Midgley

  1. Add a field naming_series of type Select
  2. Set autoname to naming_series:
3

@rmehta

I’ve added a custom field of type select and called it naming_series

But I can’t change the auto name from field:project_name

Is this possible on the cloud version?

4

Hi @David_Midgley,

please check the developer_mode

refer this link https://frappe.github.io/erpnext/user/manual/en/setting-up/settings/naming-series.html

Sagar Shiragawakar
New Indictrans Technologies Pvt Ltd.

5

Thanks @sagar @rmehta but I don’t think it’s possible to switch to developer mode when we are on a hosted version.

David

6

hello @David_Midgley,

if you want to changes on a hosted version you can change it. but you have to access of that server.
if you have access of server just use this command
bench set-config developer_mode 1

otherwise go to your develop environment and push the fixes which you want to change.

Sagar Shiragawakar
New Indictrans Technologies Pvt Ltd.

7

Hi,

Any update on this? I mean for ERPNext cloud subscribers who wish to use naming series for Projects

Thanks

8

Still hoping for some feedback here

Thanks

9

For feedback maybe post this on a new thread -

Good general question - I don’t believe ERPNext cloud subscribers have bench or console access!?

This may help clarify host options

10

Hi @clarkej

Thanks plenty for the pointers. I’m however not sure how it helps to start a new thread when this one addresses the issue directly? Do newer threads get more attention from the team?

Also, this is not a feature development since the capability is already in the Frappe framework. We’re only asking that it be enabled for ERPNext cloud customers

Thanks

11

Hi wale,

The way I grok the situation here -

To add a row (such as a naming_series field) to a DocType is a server side customization.

Such a change requires console access for eg ‘bench set-config developer_mode 1’. See How to Enable Developer Mode in Frappe

erpnext .com cloud supports custom app installs (limited to ‘large’ accounts), but I am not sure this host service includes console access, hence the question of server side customization support. I could be mistaken here and so seek informed sources.

Given that distinction (ie server versus client side customization) I thought best to start a new thread for a response to your question and an update.

Maybe please reiterate or clarify what is it you wish to do that you cannot and/or seek an update on?

12

Hi @clarkej

Thanks for your explanation. In a nutshell, here’s what I’m requesting:

There should be a setting for use of Naming Series for Projects just like we have for the Customer DocType under ‘Selling Settings’

Guess this should be put forward as a request on Github

Thanks

13

“Guess this should be put forward as a request on Github”

Or better still propose or contribute to a bounty, to implement that feature sooner rather than later.

14

Has this been added?

15

To all,

How can I include the naming series in Project (ErpNext V12).

Please see attachement for adaptions in “naming series”, “customize form Project”, Project.

Project%20Naming%20Series
Project%20Naming%20Series952×1153 86.7 KB

Although the prefix for numbering series is shown in the project form, the number is not translated.

Thanks for your support
Gerard