Question about custom fields and print formats

Dear Sirs,

I’m trying to do the following:

I need a customer number and supplier number which is auto incremented at creation time of either a customer or supplier.
This number needs to be shown on custom print formats, for instance the sales invoice.

My plan of attack was to first leave out the auto increment / generate of the number and only use a customer number.
I created a custom field in Customer and Sales Invoice with the same data type (int) and the same name, expecting this to be enough to transfer the number.

Because this didn’t work, I tried to use a Link and a Data type to no avail.

In the print format I can retrieve the number if I fill it out in the Sales info form, but I cant ‘reach’ the field from customer.

I understand Python, Javascript and html, but I’m not (yet) familiar with the whole structure and the WN framework.

Can anybody give me some hints or links to documentation?

I prefer to solve this problem with a least ‘hacking’ as possible, so it would be great if it’s possible to use all the nifty customization tools provided.

Thanks,
Wouter






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Hi Wouter,

This feature is already available in erpnext.

Go to Setup > Global Defaults  and set Customer Master created by --> "Naming Series"

Do the same for Supplier Master created by --> "Naming Series"

Then go to Tools (Top Black Bar) > Clear Cache & Refresh.

In a new Customer/Supplier, select the appropriate Series value and it will auto-increment.

Thanks,
Anand.

On 23-Nov-2012, at 8:47 PM, "W.Meertens" <wm...@excel.nl> wrote:

Dear Sirs,

I'm trying to do the following:

I need a customer number and supplier number which is auto incremented at creation time of either a customer or supplier.
This number needs to be shown on custom print formats, for instance the sales invoice.

My plan of attack was to first leave out the auto increment / generate of the number and only use a customer number.
I created a custom field in Customer and Sales Invoice with the same data type (int) and the same name, expecting this to be enough to transfer the number.

Because this didn't work, I tried to use a Link and a Data type to no avail.

In the print format I can retrieve the number if I fill it out in the Sales info form, but I cant 'reach' the field from customer.

I understand Python, Javascript and html, but I'm not (yet) familiar with the whole structure and the WN framework.

Can anybody give me some hints or links to documentation?

I prefer to solve this problem with a least 'hacking' as possible, so it would be great if it's possible to use all the nifty customization tools provided.

Thanks,
Wouter







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Hi Anand,

Thank you for your reply.
I tested this quickly, but it’s not completely what I meant.

With this solution everything is based on the generated customer number. I would like to use the customer number only as a reference on some of the paperwork.
Because we still have some custom solutions which can’t be integrated in erpNext very quickly I would like to use the number only to make it compatible with these tools.
But in the end it will be phased out.

Next to that, the customer number and supplier number should be generated from the same ‘number generator’.

So for instance I create a customer A, whom will get number 1, then I create a supplier, whom will get 2, next customer or supplier will get 3 and so on.

As I mentioned before, I only quickly tried your proposed solution, because lack of time I couldn’t test it more thoroughly. I hope I can do that tonight and or tomorrow, because when this issue is solved I can start setting up the ‘production’ version and we can switch to a new system, and I want this so badly :slight_smile:
ErpNext is the first system which can do most of the thing we need, and is still intuitive.

Best regards,
Wouter Meertens.




On Friday, November 23, 2012 4:26:26 PM UTC+1, Anand Doshi wrote:

Hi Wouter,

This feature is already available in erpnext.

Go to Setup > Global Defaults  and set Customer Master created by --> "Naming Series"

Do the same for Supplier Master created by --> "Naming Series"

Then go to Tools (Top Black Bar) > Clear Cache & Refresh.

In a new Customer/Supplier, select the appropriate Series value and it will auto-increment.

Thanks,
Anand.

On 23-Nov-2012, at 8:47 PM, “W.Meertens” <wm…@excel.nl> wrote:

Dear Sirs,

I’m trying to do the following:

I need a customer number and supplier number which is auto incremented at creation time of either a customer or supplier.
This number needs to be shown on custom print formats, for instance the sales invoice.

My plan of attack was to first leave out the auto increment / generate of the number and only use a customer number.
I created a custom field in Customer and Sales Invoice with the same data type (int) and the same name, expecting this to be enough to transfer the number.

Because this didn’t work, I tried to use a Link and a Data type to no avail.

In the print format I can retrieve the number if I fill it out in the Sales info form, but I cant ‘reach’ the field from customer.

I understand Python, Javascript and html, but I’m not (yet) familiar with the whole structure and the WN framework.

Can anybody give me some hints or links to documentation?

I prefer to solve this problem with a least ‘hacking’ as possible, so it would be great if it’s possible to use all the nifty customization tools provided.

Thanks,
Wouter







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Hi Wouter,


I don’t think ERPNext will allow you to share the series (it causes trouble in most cases).

If you are importing from another system, you should use the data import tool and explicitly give the name as customer name - you can later do another import (with just the id and name column) to update the real names.

best,
Rushabh


On Mon, Nov 26, 2012 at 10:37 PM, W.Meertens <wm...@excel.nl> wrote:
Hi Anand,

Thank you for your reply.
I tested this quickly, but it's not completely what I meant.

With this solution everything is based on the generated customer number. I would like to use the customer number only as a reference on some of the paperwork.
Because we still have some custom solutions which can't be integrated in erpNext very quickly I would like to use the number only to make it compatible with these tools.
But in the end it will be phased out.

Next to that, the customer number and supplier number should be generated from the same 'number generator'.

So for instance I create a customer A, whom will get number 1, then I create a supplier, whom will get 2, next customer or supplier will get 3 and so on.

As I mentioned before, I only quickly tried your proposed solution, because lack of time I couldn't test it more thoroughly. I hope I can do that tonight and or tomorrow, because when this issue is solved I can start setting up the 'production' version and we can switch to a new system, and I want this so badly :)
ErpNext is the first system which can do most of the thing we need, and is still intuitive.

Best regards,
Wouter Meertens.





On Friday, November 23, 2012 4:26:26 PM UTC+1, Anand Doshi wrote:
Hi Wouter,

This feature is already available in erpnext.

Go to Setup > Global Defaults and set Customer Master created by --> "Naming Series"

Do the same for Supplier Master created by --> "Naming Series"

Then go to Tools (Top Black Bar) > Clear Cache & Refresh.

In a new Customer/Supplier, select the appropriate Series value and it will auto-increment.

Thanks,
Anand.

On 23-Nov-2012, at 8:47 PM, "W.Meertens" <wm...@excel.nl> wrote:

Dear Sirs,

I'm trying to do the following:

I need a customer number and supplier number which is auto incremented at creation time of either a customer or supplier.
This number needs to be shown on custom print formats, for instance the sales invoice.

My plan of attack was to first leave out the auto increment / generate of the number and only use a customer number.
I created a custom field in Customer and Sales Invoice with the same data type (int) and the same name, expecting this to be enough to transfer the number.

Because this didn't work, I tried to use a Link and a Data type to no avail.

In the print format I can retrieve the number if I fill it out in the Sales info form, but I cant 'reach' the field from customer.

I understand Python, Javascript and html, but I'm not (yet) familiar with the whole structure and the WN framework.

Can anybody give me some hints or links to documentation?

I prefer to solve this problem with a least 'hacking' as possible, so it would be great if it's possible to use all the nifty customization tools provided.

Thanks,
Wouter







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--



Twitter: @rushabh_mehta



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