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

Question

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

Ivan · Answer

* This webpage [1] * will give you the gist of what to do.  Basically you need to create new sequences for the new Fiscal Year.

[1] https://opensourceenterprise.wordpress.com/2013/03/10/reset-index-of-commercial-documents-every-new-financial-year/

Simon · Answer

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.

Jana Rennerova · Answer

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.

Martin · Answer

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

Related Posts	Відповіді	Переглядів
Disable Auto Create Sales Order From Quotation quotation salesorder	1 груд. 23	2373
Quotation numbering in Odoo skips a few numbers, how can I make them stay in sequence? Вирішено sequence quotation	3 жовт. 19	4356
Automate actions to make all Quotations in Sales order. Вирішено quotation salesorder Automation	3 лют. 25	6060
How can I change sequence prefix between quotation and sale order? Вирішено sequence quotation prefix	5 трав. 21	22474
Is there no way to name a sales order? V13 quotation name salesorder	1 лист. 20	3265

Це запитання позначене

Enjoying the discussion? Don't just read, join in!