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ERPNext Starting number for next Purchase Invoice, Purchase Order, Sales Invoice, Sales Order, etc


We'd like to set starting number for each of the documents generated to match up with our prior system.

Is there a way to set these within ERPNext settings ?  or do we manual set a field in the database for each ?

Also, one of our companies resets the invoice each month  (e.g. This month invoices start with number 404001  next month 405001 etc.   How would be have this automatically happen ?


Robert



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Hi Roger,

It is possible using Setup > Settings > Naming Series and Update Series option.

Is there a pattern in the prefix that you use to generate the series?


For example you can have a series like:

SI-.YY.MM.-.#####

That will generate a value like:
SI-1408-00001

Note: A prefix like SI is necessary in the system to maintain separate counts for Sales Invoice, Delivery Note etc. if you want to maintain the same Year Month pattern in all transactions.

-Anand.


On Thu, Aug 7, 2014 at 10:53 PM, Robert Miller <ke...@gmail.com> wrote:

We'd like to set starting number for each of the documents generated to match up with our prior system.


Is there a way to set these within ERPNext settings ? or do we manual set a field in the database for each ?

Also, one of our companies resets the invoice each month (e.g. This month invoices start with number 404001 next month 405001 etc. How would be have this automatically happen ?



Robert



Note:



If you are posting an issue,


  1. ERPNext is a free and open source software and support is given on this forum by a team (https://frappe.io/webnotes). So please consider donating if you find this forum useful (https://frappe.io/buy). Even a small amount would be helpful.

  2. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.

  3. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email

  4. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.



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Note:

 

If you are posting an issue,

 

  1. ERPNext is a free and open source software and support is given on this forum by a team (https://frappe.io/webnotes). So please consider donating if you find this forum useful (https://frappe.io/buy). Even a small amount would be helpful.
  2. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.
  3. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email
  4. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.

     

    End of Note



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Hi @anand,

Can I use Transaction month (instead of server date) for the naming series?
example: Server date is 2 Jan 2016, but I want to input a back date transaction (30 Dec 2015). After I saved the Sales order, the created number is SO-201601#### instead of SO-201512####.

Is it possible for current erpnext version (v6.17.0)?

Thx & Regards
Dar

Sorry. That is not possible right now unless you write server side code for it via a custom app

Hi
Our requirement for serial number for invoice is like this
mm-yy-####
the serial number should reset to 1 every month
can you please help me do this
regards
Hemanth