Wednesday 2 March 2016

How to setup naming series in ERPNext?

Hello All,
I am sharing some naming series option which will be helpful.
  • You can now use custom fields in naming series.
  • You can also use YY MM DD in naming series, where YY represent current Year, MM represent current Month and DD represent Today.
  • You can also use fields from document in naming series like supplier code/customer code
Examples:
1) QTN-.YYYY.-.customer.-.####
Resulting in QTN-2016-SBK-0001 (Asuming SBK is selected customer in Quotation)
2) PO-.YY.MM.-.{vendor_id}.-.#####
Resulting in "PO-1603-WN-00001" (where "Vendor ID" is custom field created under Document: Supplier and fetched into Purchase Order.)
3) DE/./.YY./.MM./.##### will create a series like
           DE/16/03/0001 where 16 is the year, 03 is the month and 0001 is the series
   Autoname rules:
  • The key is separated by '.'
  • '####' represents a series. The string before this part becomes the prefix:
  • ABC.#### creates a series ABC0001, ABC0002 etc
  • 'MM' represents the current month
  • 'YY' and 'YYYY' represent the current year
  • Each Series Prefix on a new line.Allowed special characters are "/" and "-"Optionally, set the number of digits in the series using dot (.) followed by hashes (#). For example, ".####" means that the series will have four digits.
    Default is five digits.
Thanks,
Sambhaji Kolate
Email: kolate.sambhaji@gmail.com

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