Overview of numbering rules
Menu path
Go to System ➔ Logistics ➔ External numbering ➔ Numbering rules to see the overview of numbering rules which have been created in the system.
Introduction
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.
Fields
Search
Click this to search for the numbering rules based on the defined criteria.
Clear
Click this to clear the defined criteria.
Rows
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.
Previous
Click this to return to the previous list of results.
Next
Click this to go to the next list of results.
Filter
Select the required option to filter the search that starts with or contains a certain letter or word.
Numbering rule code
Type a full or partial numbering rule code to display the numbering rules that match the code.
Description
Type a full or partial description of the numbering rules to search for the numbering rules that match the description.
Transaction type
Select the transaction type to search for the numbering rules created for the selected transaction type. The options available include:
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Cash receipt
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Collection processing
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Commission invoice
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Direct credit note
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Direct Invoice
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Interbranch transfer fulfillment
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Interbranch transfer receipt (available once you have selected the Use intermediate warehouse check box in the Interbranch transfers section at System ➔ General ➔ Settings ➔ Inventory settings)
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Internal fulfillment
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Internal return
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Letter of credit
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Payment
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Production disassemble fulfillment
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Production disassemble receipt
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Production fulfillment
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Production receipt
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Purchase receipt (available once you have selected the Receiving slips check box in the Receipt section at System ➔ General ➔ Settings ➔ Purchase settings)
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Purchase return
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RMA receipt
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RTV return
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Sales credit note
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Sales fulfillment
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Sales invoice
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Sales return
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Stock count
Alternatively, select the All check box to search for the numbering rules for all the transaction types.
Include: Inactive
Select the Include: Inactive check box to display the active and inactive numbering rules.
Buttons
Report
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.
Logbook
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.
Delete
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.
Open
Click this to view or edit the details of the selected numbering rule.
New
Click this to create a new numbering rule. For more information see Creating and maintaining numbering rules.
Close
Click this to exit.
Related documents
Main Category: |
Attachments & notes |
Document Type: |
Online help main |
Category: |
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Security level: |
All - 0 |
Sub category: |
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Document ID: |
15.764.559 |
Assortment: |
Exact Globe+
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Date: |
26-09-2022 |
Release: |
380 |
Attachment: |
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Disclaimer |