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Naming Series

Masters and transactions can be given prefixes in the form of naming series.

ABNERP allows you to make prefixes to your documents, with each prefix forming its own series. For example, a series with prefix INV12#### will have numbers INV120001, INV120002, and so on.

You can have multiple series for all your transactions. For example, Sales Invoice IDs like these can be generated:

  • ACC-SINV-.YYYY.-
  • SINV12####
  • SALESINV-00####

You can define or select the Naming Series pattern from:

\u003e Home \u003e Settings \u003e Naming Series

1. Setting up Naming Series for Documents​

  1. Select the transaction for which you want to make the series. The system will update the current series in the text box.

  2. Edit the series as required with unique prefixes for each series. The first prefix will be the default prefix. Each new prefix Naming Series must be added on a new line. The newly added naming series will be available in the document.

  3. If you want the user to explicitly select a series instead of the default one, check the \u201cUser must always select\u201d checkbox. There will be no default naming series if this is ticked.

  4. You can also update the starting point of a series by entering the series name and the starting point in the \u201cUpdate Series\u201d section.

  5. Click on the Update button to update the set of Naming Series for the selected document.

\u003e Note: To see the newly added Naming Series, click on Settings \u003e Reload.

2. Financial Year in Naming Series​

You can also show the financial year in the Naming Series. By default, if you enter 'YYYY' in the naming series, it'll pick up the current year. To set naming series based on the fiscal year, enter something like 'ACC-SINV-.FY.-' where 'FY' will be resolved to match the current Fiscal Year. It is common to have a separate series for each financial year.

Alternatively it is also possible to manually embed the fiscal year in the naming series, for example by entering something like 'ACC-SINV-.19-20.-' where 19-20 is the current Fiscal Year.

As you can see, in the following screenshot of a Sales Invoice, the year 2019 is listed:

3. Updating the current value for existing Naming Series​

You can change the starting/current sequence number of an existing series.

  1. Under the Update Series section, select the prefix whose sequence is to be changed.
  2. The current value will be fetched and displayed.
  3. Change starting/existing sequence number if needed.
  4. Click on Update Series Number.

For example, if the current Sales Order series number is at 16, and you want to restart or set it as 50, enter 0 or 50 depending on your case. Any new Sales Order created will start from the new sequence number.

To know more about this, visit this article.

\u003e Tip: You could have a separate series for each type of Customer or for each of your retail outlets.

4. Using Field Values in Naming Series​

Some companies prefer to make use of \