I need to add to the commercial proposal a registration number that needs to be a unique number with date that is separated by / and resets the count to 1 when the year passes. Version 20.0.3
I did find something similar to my situation but not completely
I tried using the ODT Template Tag, but when the year passes, the number continues to increase instead of resetting to 1. This happens because the system already considers the number 1 as unique, so it does not reset at the start of the new year.
Hi @gifstv
In Home->Setup->Modules/Applications->Proposals press the cog and in Commercial proposal numbering models add in Saphir mask {00000}@12-{dd}/{mm}/{yyyy} this will give you the reference
00001@12-04/02/2025 which will auto increment the 00000 part, record the current date and will reset to 00001 in 1/1/2026
Hi,
trying something similar with no luck. I want to include the customers company and I added this OP-{00000}-{thirdparty_name} but the {thirdparty_name} part is not working instead of OP-00001-customercompany I am getting OP-00001-{thirdparty_name} Am I doing something wrong ?
Hi @nickon
You can’t add third party name to mask only third party code using
{cccc} add as many c as the third party mask
Next time please open a new issue because yours it is not related to this one