How to use Automatic Customer Code function

Using my Dolibarr
1

Dear Friends,

I am new to Dolibarr, i would like to know how to use automatic customer code function , and Customer accountancy code?.

Regards

Binosh

2

Go into home - setup - modules - thirdparties module and click on “setup”.
You can choose the engine to use to autofill fields with an automatic value.

3

Hi,

Thank you so much for your quick reply, yes i tried that it is working perfect, but when i tried using the option elephant option i got an error ,please see the attached screen shot. How can i rectify this?. please see this link http://beonenetwork.in/doli1.jpg

Second question , how can i change the values of Prof Id 2 Prof Id 3 and Prof Id 4 in new third party adding section i want to change that to PAN Number, Registration Number etc …how can i do that?.

Expecting Your Kind reply

Regards

Binosh

doli2.jpg
doli2.jpg1280×800 225 KB

4

please see the attachement

5

What you probably want to do is: CU{yy}{mm}{00000+10000}

To rename professionnal id, you must edit language files, the key
ProfId1IN, ProfId2IN…
into htdocs/langs/en_IN/companies.lang

For the moment, for indian the prof id 1 has been set to TIN by default.
If there is other field to define a company into india, tell us we will update directly language files for next version.

6

Hi Eldy,

I don’t know to edit that file, can you help me in that to add PAN number, TIN Number, Service Tax number, and send me the file ?.

Well there are few things you can add to indian section.

For adding third party you can include a column for PAN Number ( Pan number is using to deduct tax it is known as TDS )
And another column for service tax registration number ( This is for paying service tax)

I also will send you the format of some invoice formats which we use

  1. Sales Invoice format
  2. Service Invoice Format
  3. Payment slip format
    So you can include that while you release the new version. If you require any help about indian financial system and structure please do let me know, i will get all those with the help of my Charted Accountant.

Regards

Binosh

7

OK. I can send you the modified file.
So we already have TIN, I must add PAN and “service tax registration number”. For this last one, is there a shortcut to call it ? STR ?

8

Hi Eldy,

For service Tax you need to put SRVC TAX , when the mouse hover to that the user can see what is that meant by.

Eldy also please take a look at the attached pic. I got few question when i add a new product.

  1. what is the Ref meant by, what should we enter there?
    2.How we can add more measurement like 1 number, 2 number etc ?
  2. Is there any automatic custom code is possible?
    4.Insted of bar code can we include QR codes ?
  3. How we can make a new tax section, which we can enter the percentage of tax which should deduct from the total payment receivable? (TDS)http://en.wikipedia.org/wiki/Tax_Deducted_at_Source

I added your gtalk user id to my mail id admin@b1network.in please accept it.

Regards

Binosh

doli3.jpg
doli3.jpg1280×800 179 KB

9

Hi eldy,

I am new to Dolibarr as well and want to use it from Australia. Like binosh, I need at least two more additional ID fields but can’t find where to define them (besides ABN I need ICN/ORIC and Incorporation Numbers). Where can I activate and modify these fields?

Also, since I am already asking here, in the screen “Third Parties” I can’t access “Legal forms of thirdparties” -- the drop down menue is empty. I can access the respective Dictionary page and make changes, but any addtions are ignored, and I do not see the activated “Legal forms” in the Third Parties page anyway.

Many thanks, Gerhard