Change quote / invoice number

đź’¬ General Discussion
1

Hello,

I have another questions, bit 1st of all :

What version of SuiteCRM am I using ?

7.9.4

What OS ?

Windows 10 Pro 64bit

What PHP version ?

7.0

What are you trying to do ?

So, I’m struggling to find a clear way to set a pattern for quotes and invoices. For instance :
19FA (for invoices) + 000 + incremental number
19DE (for quote) + 000 + incremental number

I tried to change that in Admin > AOS and in Studio, but it’s no avail : none of the methods I looked for actually worked. I read as many topics as possible, I searched in documentation, but none solutions were useful.

Any help, pelase ?

2

I don’t think there is a way to define a pattern for invoice numbers like that in SuiteCRM.

You would have to do code customization, perhaps.

I can imagine a solution to be possible with Workflows and Calculated Fields, perhaps, but you’ll have to figure it out from the Documentation, I never tried it, sorry…

3

And thanks again for your answer.

Ok, I thought adding a pattern was something basic.

Right now, I’m not even able to change the initial number (i.e 00001 instead of 1). I reset database, tried both in studio and AOS, but it’s no avail : Suite always starts with 1…

4

For changing initial Number of Quotes/Invoices, you can modify the values of the config.php file in the config_override.php
The values are set in the following code


aos' => 
  array (
    'version' => '5.3.3',
    'contracts' => 
    array (
      'renewalReminderPeriod' => '14',
    ),
    'lineItems' => 
    array (
      'totalTax' => false,
      'enableGroups' => true,
    ),
    'invoices' => 
    array (
      'initialNumber' => '1',
    ),
    'quotes' => 
    array (
      'initialNumber' => '1',
    ),

So what you can do is just change the initial numbers in config_override.php like following


$sugar_config['aos']['quotes']['initialNumber'] = '1000';
$sugar_config['aos']['invoices']['initialNumber'] = '3000';

For Having a Custom pattern, since you need an alphanumeric value, i would suggest that create a new field say “quote_number” and assign it the Number from Logic Hooks. So one number would be the primary incremental number while the other will be alphanumeric serial number. You can change the stepping/increments which you can see in the file modules/AOS_Quotes/AOS_Quotes.php save function

2 Likes
5

Thank you, the first tip helped a lot !!! :woohoo:

For the 1st part, I gave a test by setting the first incremental number in config_onverride.php to be 190001 and it worked !

Then, I wanted to see what would happen if I changed the incremental number to start with 20 (and not 19). To be more accurate, let’s imagine I created 11 quotes in 2019, so the last quote would be 190011. We’re now in 2020, so I want to change the incremental number to start at 200012 => I tried and it worked (yay ! :woohoo: )

Regarding the second part, thanks for the hint, but unfortunately, I’m not good enough to understand precisely what I have to do >_<
According to your message + researches I did on the documentation, it sounds like it requires many php files and code to add to get the result I want, andI don’t want to screw everything up because I’m too bad at it ^^’

So I think I’ll stay with what I’ve got from the first part. Thank you for your help !

6

Year 2024:
I have been looking for open Source CRM, then lucky when I check my Vodien Web hosting the application is in the software list to install, manage to change the normal running quote number “1” to my customize YYYYddmmQT001 format, with the help of Chatgpt and some of your comments happy to solve this issue

This our the 2 directories I’ve been modifying:
public_html/[crm_name_for_your_company]/public/legacy/modules/AOS_Quotes
public_html/[crm_name_for_your_company]/public/legacy

This our the PHP I’ve been modifying:
AOS_Quotes.php
Vardefs.php

Not a programmer here, just reading and looking for sources on internet.