Location

Action

Remark

Setup Activity>

Running No.

 Click SETUP activity

 Click COMPANY DETAILS

 Click Running No. module

 Select QUOTATION

 Click EDIT

This is to open Quotation Running No. Registration to edit

mode.

 TYPE                                                   This is the document type. In this example you are working on the Quotation running number, hence it should be set to quotation

 NAME

Give a meaningful name to this running number series;

otherwise you can leave it as default.

To understand further see page 88 - 6.1.1.1 How do I setup

Multiple Running Number Series

 FORMAT                                                  Format is the system Formula of the running number.

Formula is within square brackets [ and ]

Anything outside these square brackets is ignored.

[0000] = 4 digits running nos.

[000000] = 6 digits running nos.

[YY] = display year in 2 digits, e.g. 11

[YYYY] = display year in 4 digits e.g. 2011 [MM] = display month in 2 digits, e.g.08 [DD] = display date in 2 digits, e.g. 31 [UU] = display User ID in 2 digits, e.g. SJ Note Alpha formula must be in Caps

To see if you have set the formulae correctly, see EXAMPLE

field below.

NEXT NUMBER

You can enter your next running number for the system to run here.

 If you are starting a fresh series, set this to 1.

EXAMPLE

This will display the number that you set. 

You should not see any ‘[‘ or ‘]’ 

if you have set your formula correctly.

RESET

Auto-Reset No. to One

Note formula must have [YY]

to reset on yearly basis

must have[MM]

to reset on monthly basis Otherwise

you’ll generate duplicate numbers

Click UPDATE

 Close the module

This is to save your changes.