Documents such as invoice, sales order, purchase order, accounting vouchers required number series based on the financial years, it start with 1 every first day of new financial year prefix can be changed based on the document like SO for Sales order, Invoice INV, etc so on each new financial year you have a number like INV/2013/001 on 1st April or 1st January.
I would like to show you how you can reset sequence in OpenERP for all your commercial documents on new financial year. We will create a 2 invoice to understand how it works, first in old financial year and second in new financial year. Lets create a first invoice in financial year 2013.
Confirm invoice to have the valid numbers on the invoice.
Now, Lets go to Settings -> Sequences & Identifiers -> Sequences, and change the sequence of related document, just need to select the new financial year and new sequence for that year, as below.
Assign a sequence to the new financial year as below.
In order to test the sequence configuration, you can change system date, you can change it form the system settings, or simple change the date on invoice to have the next year’s date.
Finally, lets test the sequence configuration by creating new Invoice.
So, choose document and set the new sequence every year, even you can create a new sequence in advance as it take the numbers based on the date only, so do not forget to restore the correct date once you test it.
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