Naming series for new doc type

bobzz_zone · January 30, 2015, 8:08am

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

rmehta · January 30, 2015, 11:21am

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

bobzz_zone · January 30, 2015, 11:22am

Great its works…thankssss

shraddha · January 30, 2015, 11:30am

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 .

Akarsh_Hegde · June 13, 2015, 5:36pm

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

saurabh6790 · June 13, 2015, 6:25pm

Hi Akarsh_Hegde,

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

Akarsh_Hegde · June 14, 2015, 5:15am

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

ruchin78 · August 24, 2015, 5:27am

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.

ruchin78 · August 24, 2015, 5:47am

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

priya_s · August 24, 2015, 6:34am

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

ruchin78 · August 24, 2015, 6:50am

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

priya_s · August 24, 2015, 7:24am

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

Priya Shitole
New Indictrans Technologies Pvt. Ltd.

ruchin78 · August 24, 2015, 7:30am

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

priya_s · August 24, 2015, 7:36am

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.

ruchin78 · August 24, 2015, 7:40am

I didn’t find any way to edit it.

priya_s · August 24, 2015, 7:43am

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

Priya Shitole
New Indictrans Technologies Pvt. Ltd.

ruchin78 · August 24, 2015, 7:44am

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

priya_s · August 24, 2015, 7:52am

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.

ruchin78 · August 24, 2015, 8:10am

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

ruchin78 · August 24, 2015, 9:36am

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