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Naming series for new doc type

Hi,

i wondering how i can create new naming series for my new doc type ?
i want the user to select the prefix like in SO / PO

Thanks

Create a field called naming_series - see how it is handled in Sales Order etc.

1 Like

Great its works…thankssss

Steps:-
1.Go to “DocType” List.
2.Create New doc type
3.Go to “Naming” section
4.Set “Auto name” to PO (Or whatever you want “prefix”)

If you want to put multiple options in field i.e PO,SO then
1.Go to “Fields” Section
2. Set “Label”- Series
3.Type= Select
4.Name=naming_series
5.Options = PO-
PUR-
6. And Give permission Rules .

1 Like

Hey Shraddha,

I wanted to add naming series to a new doc type i made. I tried to implement the steps you have mentioned above. But it doesn’t seem to work.
The doc type i made is used as a table in item form. I am not able to get the desired series.
Say i want the series to follow this pattern - Pack-.####
How should i name the Auto Name field ? I have tried every combination but none worked for me.
Any help would be highly appreciated.
Thanks,
Akarsh

Hi Akarsh_Hegde,

In auto name field set series as pack-.#####

Hey,
The count seems to increase as i add new items. But the series is not visible in the table. It still shows as pack-.#### .

Thanks,
Akarsh

Hi Everyone,
I appreciate, if anyone can let me know to create a naming series for Operations whereas Operation is not listed in Document List.

Hi I want to use the Naming_Series for Operation Document.
Can anybody tell me what is the way to do it.

  1. Set naming_series field to Auto name filed in Naming section of doctype

Yes, I have tried everything but it didn’t work.

You have to set Auto Name value on Operation doctype.
Set Auto Name value as naming_series:

Priya Shitole
New Indictrans Technologies Pvt. Ltd.

How and where to do it, can you please elaborate it.

Go to : Setup -> Customize -> Doctype
Search doctype ‘Operation’
In Naming section : set Auto Name value as naming_series:

Priya Shitole
New Indictrans Technologies Pvt. Ltd.

1 Like

I didn’t find any way to edit it.

Ok. Means you are not on developer mode.
Is your setup on frappe cloud or local ??

Priya Shitole
New Indictrans Technologies Pvt. Ltd.

Frankly speaking, I don’t know about it.
My boss has installed on amazon cloud but I have Administrator password.

I appreciate, if you can tell me what is required for that and how to do that?

Regards
Ruchin Sharma

Ok. Login to your server go to path : frappe_bench/sites/{your site name}/site_config.json
Set Developer Mode to 1.
Example :
Note : Don’t make any changes in db_name and db_password, just add developer_mode:1
{
“db_name”: “718adddf93”,
“db_password”: “LQgK3yTNL7NVMSrX”,
“developer_mode”:1
}

Save this reload supervisor. Then login with admin and set Auto name value.

Priya Shitole
New Indictrans Technologies Pvt. Ltd.

I hope, it will not do any mess for rest of the things because this is our active account.

Hi Priya,
Thanks for everything now the numbers are generating but at the wrong place and in the wrong way.