Reset index of commercial documents every new financial year !

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.

Invoice in FY 2013
Invoice in FY 2013

Confirm invoice to have the valid numbers on the invoice.

Invoice with number
Invoice with number

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.

Create a new financial
Create a new financial

Assign a sequence to the new financial year as below.

Sequence per financial years
Sequence per financial years

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.

Change system date
Change system date

Finally, lets test the sequence configuration by creating new Invoice.

Invoice in new financial year - 2014
Invoice in new financial year – 2014

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.

6 thoughts on “Reset index of commercial documents every new financial year !

  1. You will find some attention-grabbing points in time in this write-up but I dont know if I see all of them middle to heart. There could be some validity nevertheless I will take hold opinion till I look into it further. Great write-up , thanks and we wish extra! Added to FeedBurner as nicely

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