Changing the Auto Number prefix and restarting from 0

We currently make use of the Auto Number field to generate a unique number for each opportunity (which serves as our "Proposal Number" and used as reference by and for clients). We link these numbers to each Fiscal Year. For example: FY19 had the Auto Number formula P19{000} and FY20 had P20{000}, etc. We started using this function in FY18 and when we transitioned over to FY19, the Auto Number restarted from 0, which was great. 

example, our last FY18 opportunity was number P18482, on the first day of FY19, I edited the Auto Number field to P19{000} (from P18{000}), so the first FY19 opportunity was numbered P19001 - which was exactly what we needed. 

However, when attempting the same transition from P19 to P20, the numbering continued, instead of restarting. (last FY19 opportunity was numbered P19433 and the first FY20 opportunity was numbered P20435). This was not ideal, but we just left it as is, as it was still doing the important part of auto generating the numbers.

We are now needing to transition from P20 to P21 and would really like the numbering to restart from 0 again. Is there a way of ensuring that it won't just continue? If not, what will happen when we reach P20999? 

0

Comments

2 comments
  • Beana - I'm not sure, but you could always set up a new field as P20X where X is the only digit which auto-increments.  You could then set up 10 new sample opportunities which you later delete to see what happens. My guess is it'll restart at 0.

    Any chance you carry your auto number forward when you convert to project?  I can't seem to find a way to do that!

    0
    Comment actions Permalink
  • We use a similar method, by having a case number after the year (20-0000). I reached out to support for solutions to have the field reset to 21-0000, to which they told me to edit the number. I tested this by updating the field to 2020-0000 and all existing case numbers updating in this fashion also. Incidentally the starting number was not editable so unfortunately I cannot even go back to keep the numbers sequential after deleting the test projects I'd input. How do you have the field set up so as to be able to adjust it from year to year?

    0
    Comment actions Permalink

Please sign in to leave a comment.