How to create an account number automatically

[ptemplin7]

Sugar 5.0a
CentOS 5
php 5.1
Apache 2.X
Mysql 5

Hi All,

I know the basic logic and could probably do this in C but my php is rather rusty and frankly I don't have the time to waste if someone out there already basically has this implemented!

What I want to do is to have sugar create a account number for me using the format YYMM### where YY is 08 for 2008, MM is 01 for January, (These are easy!) and ### is a growing number for accounts/leads for the month. We would like to have the opportunities for an account and the account name have this number at the start of the name. The rest of the name will have the last,first of the customer, the Opportunities will have something similar.

I suppose I could read the accounts file and determine the next number to assign but is there an easier way to do this. We would prefer to only assign the number once the lead is converted or if there is an account added. Thus the account name filed in the leads module will likely be ignored.

If someone has the php code to do this or something similar that would be great. I would save me lots of agony and allow me to concentrate on getting this application up for the office.

Thanks for any help or suggestions,
Paris

[kuske]

Sounds like a SalesForce calculated field...
I had the same problem and solved it like described in this thread
For details you should search for "logic hooks" in sugarcrm wiki too.

have fun
hk

[ptemplin7]

Thanks,

I'll check those out. Tried to search but didn't find anything.
Company does not currently have official numbering system (actually 1/2 doesn't!) Trying to organize things and also eliminate a field or too that keeps track of how long they have been a customer (hence the year and month!).

thanks again,
Paris

[kuske]

The stored procedure only can work if there is an initial line.

At last I added one initial line to table config with values ('kuske', 'offer_number', '1').

Do not forget this line !