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Numbering and Serials

     

    Numbering

    Numbering settings set the Mask for any system-generated number on new Folder, Project or Estimate, Invoice, Order, etc. This Numbering mask can be assigned to Project type, for instance.

    Numbering Mask

    The mask is quite flexible, you can combine several system files, serial number & text strings.

    For instance: "INV"YYS generates the invoice number like INV110001 for the 2011 year.

     

    S Serial Number Is serial selected in Serials selected, using X number of digits defined. Serials can be shared among several Numbering Masks.
    YYYY Long Year 2011
    YY Short Year 11
    O Organization Reference Number See Settings > Organization in MS Win client.
    A Account Reference Number Another term for "Folder" reference number.
    P Project Reference Number Differently also "Job Number"
    R Master Project Reference Number Number assigned to Slave Project, based on Master Project Ref. ID
    U User Number Not applicable
    M Month Month identificator, ie 01 for January
    Q Quarter Quarter identificator, ie 1 for I. Q.

    Edit Numbering Settings

    In order to change Numbering Settings, go to: Settings -> Translate -> Numbering

    Menu_numbering.JPG

     

    Numbering List allows you to create new numbering Mask or edit existing. When amending Numbering Mask you can set mask format and serial digits. In order to assign the Serial, go to "..." button.

    Menu_numbering_Win.JPG

     

    Serials

    Serials are used to track last number used in Numbering. Serials allow to track several numbering sets, based on Counter Reset Criteria. You can reset the counter automatically based on Organization / Account (Folder) / Project / Master Project / Year / Quarter or Month. (User is not applicable).

    Once you need to change last number used, go to Serials & amend the "Next serial" field by double-clicking on appropriate Mask row. (Please note that Next serial number displays Last used number in given Reset Criteria).

    In order to amend Serials, go to: Settings -> Translate -> Serials

    Menu_serials.JPG

     

    The Serial list form allows you create new Serial type or edit existing. At Edit Serial you can set "clearing period".

    Menu_serials_Win.JPG

    Location, where is possible to link numbering with:

    Finance: win client settings/finance/journal

    Tasks: web client Options&Tools/Type of Work Settings

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