Document Sequence
Maintain System and Document Sequences
Help
The Sequence Window defines how document numbers will be sequenced. Change the way document numbers are generated. You may add a prefix or a suffix or change the current number.
Window Type
Maintain
The Sales Transaction checkbox indicates if this item is a Sales Transaction.
Tabs
Sequence
Description Sequence Definition Help The Sequence Tab defines the numeric sequencing to use for documents. These can also include a alpha suffix and / or prefix.
The Single Row Layout checkbox indicates if the default display type for this window is a single row as opposed to multi row.
If not selected, the user cannot create a new Record. This is automatically disabled, if the Tab is Read Only.
Fields
Client
Description Client/Tenant for this installation. Help A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client.
Organization
Description Organizational entity within client Help An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations.
Name
Description Alphanumeric identifier of the entity Help The name of an entity (record) is used as an default search option in addition to the search key. The name is up to 60 characters in length.
Description
Description Optional short description of the record Help A description is limited to 255 characters.
Active
Description The record is active in the system Help There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports. There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.
Auto numbering
Description Automatically assign the next number Help The Auto Numbering checkbox indicates if the system will assign the next number automatically.
Used for Record ID
Description The document number will be used as the record key Help The Used for Record ID checkbox indicates if the document id will be used as the key to the record
Value Format
Description Format of the value; Can contain fixed format elements, Variables: "_lLoOaAcCa09" Help *\ Validation elements:\ (Space) any character _ Space (fixed character) l any Letter a..Z NO space L any Letter a..Z NO space converted to upper case o any Letter a..Z or space O any Letter a..Z or space converted to upper case a any Letters & Digits NO space A any Letters & Digits NO space converted to upper case c any Letters & Digits or space C any Letters & Digits or space converted to upper case 0 Digits 0..9 NO space 9 Digits 0..9 or space
Example of format "(000)_000-0000"*
Increment
Description The number to increment the last document number by Help The Increment indicates the number to increment the last document number by to arrive at the next sequence number
Current Next
Description The next number to be used Help The Current Next indicates the next number to use for this document
Decimal Pattern
Description Java Decimal Pattern Help Option Decimal pattern in Java notation. Examples: 0000 will format 23 to 0023
Restart sequence every Year
Description Restart the sequence with Start on every 1/1 Help The Restart Sequence Every Year checkbox indicates that the documents sequencing should return to the starting number on the first day of the year.
Start No
Description Starting number/position Help The Start Number indicates the starting position in the line or field number in the line
Date Column
Description Fully qualified date column Help The Date Column indicates the date to be used when calculating this measurement
Prefix
Description Prefix before the sequence number Help The Prefix indicates the characters to print in front of the document number.
Suffix
Description Suffix after the number Help The Suffix indicates the characters to append to the document number.
Activate Audit
Description Activate Audit Trail of what numbers are generated Help The Activate Audit checkbox indicates if an audit trail of numbers generated will be kept.