Company-wise Naming Series

Company-wise Naming Series

Consider a scenario in which you need to establish distinct naming series for documents belonging to several companies because of your multi-company structure. You might have three businesses, for instance:

• Company A
• Company B
• Company C

It is necessary to develop company-specific naming series for documents like sales invoices and purchase orders, among others. For instance, if it were a sales invoice, Company A's naming series would be SINV-A-0001 and Company B's would be SINV-B-0001. By using customization, you may simply accomplish this by following the instructions below:

1) First, open the Customize Form for the DocType for which you want distinct series based on company. We will choose Sales Invoice as the From Type in this instance.

2) After that, add a new field with the name "Abbr" below the Company field. In the Fetch From input, add company.abbr.

3) Next, expand the Name Series row in the Customize Form itself. Add another entry in a new line in the Options box with the abbreviation SINV-.abbr.-.#### and make it the default.

Once finishing, select Update.

Create one by going to Sales Invoice right away. By selecting the Company, the Name Series will be instantly updated with the abbreviation of the selected Company.