Short Fiscal Year Format in Naming Series

[GopalKedia2020]

Hii,

We greatly appreciate the comprehensive features offered by ERPNext. We would like to suggest an enhancement that could benefit many users, especially those operating under the naming conventions mandated by the Indian government.

Current Challenge: The current .FY. placeholder in the naming series generates a long-form Fiscal Year (e.g., 2023-2024). However, this format utilizes 9 characters, which significantly reduces the remaining character count we can use, especially considering the 16-character limit for invoice series as per Indian regulatory standards.

Proposed Feature: We propose the introduction of a new placeholder for the naming series that generates a short Fiscal Year format. For instance, .SFY. could result in a fiscal year displayed as 23-24 instead of the full 2023-2024.

Benefits: This feature would not only ensure compliance with character limits but also streamline the annual update process of the naming series, shifting from a manual to an automated, one-time configuration. It enhances efficiency and reduces the potential for human error during the transition between fiscal years.

We believe this feature could be a valuable addition to ERPNext for all users who require adherence to specific invoicing standards. We look forward to your consideration of this request and are happy to provide further details if needed.

Thank you for your continued efforts in improving ERPNext.

[GopalKedia2020]

For someone, who might look for this feature, I found a solution to this. Just goto fiscal year from the top search bar and create your fiscal year name to short Fiscal Year after deleting the existing fiscal year (don't do it in production sites). If you are setting fresh account, you can delete the automatically created fiscal year and create new with a short name.

If developers choose this Feature Request in future, then they can add a new field in fiscal Year doctype - short fiscal year and add same logic to add in the naming series for short fiscal year too. that will be much straight forward thing.

For time being (for developers), just giving an option to rename the present Fiscal year will be helpful to others including me, as the option option right now is to delete and then create new fiscal year.

[coderGtm]

Hi! I am new to ERPNext. Is there a builtin solution to this now considering more than 6 months have passed? I checked this but it does not work and the same digits are shown which we enter as example in the naming settings?

Also, if not then I will apply the workaround you suggested, but will a new fiscal year be automatically created in this case as mentioned in this doc:

2.Three days prior to the end of the current Fiscal Year, system checks if new Fiscal Year for the incoming year is already created. If not, then system auto-creates new Fiscal Year.

[GopalKedia2020]

There is no update yet from Frappe. What you can do is create fiscal year doc for upcoming 2-3 years in advance, it will not harm in anyway. or you can create a server script to generate the doc automatically, maybe 30 days in advance. So, at the time, system will look for present doc, it will there already.

Since you said, you are new in ERPNext, let me tell you, to make a server script work, you have to be in a private bench. In public bench, your server scripts will never work.

[coderGtm]

Thanks for the tip! I'll do it your way then.

Also, I am hosting it locally so I don't think the server script restriction would affect me, but thanks for letting me know 👍🏻