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How to set new numeric sequence of quotations (sales orders)?

By
Jana Rennerova
on 2/3/15, 10:40 AM 793 views

Hi, 

I have a problem with Open ERP System.

I closed financial year 2014 and set new financial year 2015. But the problem is, that new orders (sales orders) are continuing in numerical sequence from 2014. How can I set that new orders (created in financial year 2015) will start new numeric sequence from beginning?

Thank you very much for answers!
Jana

1

Ivan

--Ivan--
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Jakarta, Indonesia
--Ivan--
Ivan
On 2/3/15, 10:49 AM

This webpage will give you the gist of what to do.  Basically you need to create new sequences for the new Fiscal Year.

1
Simon
On 2/4/15, 4:48 AM

I am using settings under Settings - Sequences & Identifiers - Sequences - Sales Order - Prefix is "SO-%(year)s"

And numeric sequence always contains current year. If you need anything else, you can set up it here.

0
Jana Rennerova
On 2/3/15, 11:28 AM

Hi Ivan, thank you for your answer. The numbering of Invoices is fine, but I have a problem with Quotations (Menu > Sales > Quotations) – the number of new file is still continuing from the last year.

If the Sale Order is backdated to last year and hence getting the Fiscal Year for last year, it would get last year's sequence. Have you checked that the sequence for sale.order has also been created for this Fiscal Year?

Ivan
on 2/3/15, 11:35 AM
0
Martin
On 2/12/15, 5:11 PM

Hi, have anybody found a solution for Quotations/Sales Orders numbering restart ?

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Asked: 2/3/15, 10:40 AM
Seen: 793 times
Last updated: 3/16/15, 8:10 AM