How do you create a Custom Quote Number???

[CONN3CTED]

Hi All,
I am new to Sugar and have been trying to find out how to create a custom quote number with no luck finding any answers??

What I would like, is for my quote numbers to be in a format like "CN_OppName_Increment"
The default appears to be "Account_Increment"

Can anyone guide me to the best way to achieve this?

Thanks in advance
Glenn

[SugarDev.net]

A simple hook can achieve this. Here's some inspiration: In this case, I had to derive the Opportunity number from the year and add a auto increasing number to it. And, it has to be a string, because of the "-" character in the number.

 $hook_array['before_save'][] = array(0, "_insert_quotenr", 'custom/modules/Opportunities/_insert_quotenr.php', '_insert_quotenr', 'generateQuoteNr'); 
  

 class _insert_quotenr {
 
  function generateQuoteNr(& $bean, $event, $arguments) {
    print_r($_REQUEST);
    if (empty ($bean->name)) {
      if ($_REQUEST['relate_to'] == "Project" AND !empty ($_REQUEST['relate_id'])) {
 
        require_once 'modules/Project/Project.php';
        $Project = new Project();
        $Project->retrieve($_REQUEST['relate_id']);
      //  print_r($bean);exit;
        // Fill in the Project
        $bean->account_id = $Project->account_id_c;
 
        // Fill in the Account
        $bean->project_id_c = $_REQUEST['relate_id'];
 
        // We need a new quote nr
        $query = "SELECT SUBSTRING(name, 9, 4) AS name FROM opportunities WHERE name LIKE ('" .$Project->name. "%') ORDER BY name DESC";
        //echo $query; exit;
        $result = $bean->db->query($query);
        $row = $bean->db->fetchByAssoc($result);
        if (empty ($row['name'])) {
          //We have a new year
          $projnr = $Project->name . "-01";
        } else {
          ///We have an existing year
          $nr = sprintf("%02d", $row['name'] + 1);
          $projnr = $Project->name . "-" . $nr;
        }
        echo $projnr;
        $bean->name = $projnr;
      } else {
        die("foobar");
      }
    }
  }
} 
  

[SugarDev.net]

*pasting a PM for general benefit*

Sorry to private message you but I've got a real problem. I did something similar to what you have here:
http://www.sugarcrm.com/forums/showthread.php?t=33820

And it worked saving a derived name into the name field. So I thought I'd try it with some other modules and was unsuccessful. I thought it was just something about those modules. Now I've gone back to implement what was working on a new system with the 5.0f patch installed and it fails. It want's something in the name field first. If I put in anything then my code executes and a new name is created. But I know it was entering the derived name into the name field prior to saving. I am using the before_save event

Have you upgraded to the f patch and noticed if there is a problem with this?

Thanks so much for your time.

Hi user,

I believe the problem you're having is that the name field is required, and you need to fill in that field to create the record. For this to work, the name field must be read-only, like so:

 array (
        'name' => 'name',
        'type' => 'readonly', //this piece disables the input of the field
      ), 
  

This is to go in editviewdefs.php in ./custom/modules/<module>/metadata/. If that file doesn't exist yet, copy it from ./modules/<module>/metadata and add this 1 line of code.

Hope this helps. I'm off to the Caribbean now, so please don't hesitate to ask others the next 3 weeks .

Good luck!