Record Numbering in VTiger is very limited. In Standard VTiger, you can only configure record numbers to have prefix and a sequence number. In most cases, this is not sufficient. We get a lot of requests to customize record numbering and add customer name as prefix, month, date or a custom field value. Here’s what we did for one of the customers:
- Prefix: SC (quote) or AFF (opportunities) (This never changes)
- Year : 18, 19, 20, etc.. (This is updated once a year on the 1st of January of each year, and we take the last two digits of the year. This is applied on both quotes and opportunities range numbering.)
- Month: 01, 02, 03, 04, etc .. (This is updated the 1st of every month, based on the numbering of the month within the year. Once a year, you will have the yearly and monthly change at the same time (for January). This is applied to quotes and opportunities range numbering.)
- Sequence: on the 1st of every month, please reset the numbering start at 101, so that the month change is linked to restart the numbering sequence a 101 for each month.
The end result was:
SC1803101, SC1803102, SC1803103, etc..
AFF1803101, AFF1803102, AFF1803103, etc..