Go to System ➔ Logistics ➔ External numbering ➔ Numbering rules to see the overview of numbering rules which have been created in the system.
If you have selected the Use external numbering check box at System ➔ General ➔ Settings ➔ Numbers settings to use the external numbers for your documents, you can maintain the numbering rules via System ➔ Logistics ➔ External numbering ➔ Numbering rules. With this functionality, you can obtain an overview of the numbering rules which have been created in the system. By using the numbering rules, it is possible to create your own set of numbers for your documents apart from using the standard numbering system based on the entry number, Our ref., and Your ref. numbers. The external numbers support characteristics such as masks, reusability for different transaction types, life cycles for different number range and compliance to different legislations.
Click this to search for the numbering rules based on the defined criteria.
Click this to clear the defined criteria.
Type the number of rows to be displayed in each screen. If you have set the default number of rows to 50, then 50 rows will be displayed. Therefore, if you have more than 50 rows listed, the Previous and Next buttons become available.
Click this to return to the previous list of results.
Click this to go to the next list of results.
Select the required option to filter the search that starts with or contains a certain letter or word.
Type a full or partial numbering rule code to display the numbering rules that match the code.
Type a full or partial description of the numbering rules to search for the numbering rules that match the description.
Select the transaction type to search for the numbering rules created for the selected transaction type. The options available include:
Alternatively, select the All check box to search for the numbering rules for all the transaction types.
Select the Include: Inactive check box to display the active and inactive numbering rules.
Click this to display the numbering rules report. The report will show the numbering rules and their details such as the transaction type, number ranges, optional conditions of the numbers, masks, last assigned number, validity date of the number ranges and the status of each number range.
Click this to view the details of changes made on the numbering rules. These details include information such as the date of modification, the full name of the person who modified the numbering rules, and the old and new values entered in the fields.
Note: This button will only be enabled if there is at least a change recorded in the Logbook.
Click this to delete the selected numbering rule and its associated number range. You can only delete active numbering rules which do not have number range or the number range has not been used. This button is disabled if the selected numbering rule is inactive.
If the selected numbering rule contains any inactive number range in which external numbers have been used, you will not be allowed to delete the numbering rule. A warning message will be displayed once you have clicked Delete.
If the selected numbering rule contains any active number range in which external numbers have been used, you will not be allowed to delete the numbering rule. A warning message will be displayed once you have clicked Delete. However, you can still inactivate the number range.
Click this to view or edit the details of the selected numbering rule.
Click this to create a new numbering rule. For more information see Creating and maintaining numbering rules.
Click this to exit.