Others: How to assign document running number format by users: Difference between revisions

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Latest revision as of 04:40, 19 February 2020

Question: How to assign different document running number formats for different users?

Version: 1.8 / 1.9 / 2.0

Answer:

Go to General Maintenance>Document Numbering Format Maintenance:

1) Click on Manage

2) Choose the Tab “Assign Document Number Format to Users”

3) Click on the user

4) Select the document numbering format you preferred

5) Click on Save.

Note : For users not assigned with any specific document numbering format, the default document number format applies.

By: Lay Swan 170818, KM 170821, P170821

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@@ Line 1: / Line 1: @@
-<b>Question:</b> How to maintain multiple running number?
+<b>Question:</b> How to assign different document running number formats for different users?
+<b>Version:</b> 1.8 / 1.9 / 2.0
 <u><b>Answer:</b></u>
+Go to <span style='color:red'>General Maintenance>Document Numbering Format Maintenance</span>:
-<b>How to set the following 3 sets of running number format of Invoice:</b>
+) Click on <span style='color:red'>Manage</span>
-Set 1: starts with constant 'B', followed by 2-digit of 'year', ending with 4-digit running number. e.g. B09-0001
+) Choose the Tab “<span style='color:red'>Assign Document Number Format to Users</span>”
-Set 2: starts with constant 'C', followed by 2-digit of 'year', ending with 4-digit running number. e.g. C09-0001
+) Click on the <span style='color:red'>user</span>
-Set 3: a free format so that I can key in anything I like (alpha-numeric).
+) <span style='color:red'>Select</span> the document numbering format you preferred
+) Click on <span style='color:red'>Save</span>.
-The Steps:
-There has already a default running number, we can change its format (for Set 1), and create a new format for Set 2.
-. Go to <span style='color:red'>General Maintenance > Document Numbering Format Maintenance</span>
+[[File:Doc by user.jpg|1200px]]
-. Look into <span style='color:red'>Category: Sales > DocType: Invoice</span> ... click to highlight <span style='color:red'>IV Defaul</span>t, click on <span style='color:red'>Edit</span>
+''<span style='color:red'>Note :</span> For users not assigned with any specific document numbering format, the default document number format applies.''
-[[File:Howto-multiple bunbering01.png]]
-[[File:Howto-multiple bunbering02.png]]
-. Key in format: <b>B{@yy}-<0000></b> , set Next Number to '<span style='color:red'>1</span>', click on OK 'B' and '-' are static text, {@yy} is the last 2 digit of year, <0000> is 4-digit running number
-. To create the 2nd set of invoice running number, click on <span style='color:red'>New</span>. key in a name for this format, and the format is: <b>C{@yy}-<0000></b>, click on <span style='color:red'>OK</span>.
-[[File:Howto-multiple bunbering03.png]]
-You need to log out and login again for new formats to take effect.
-. As for Set 3, it requests no running number, thus no setting is needed. User can enter any invoice number (alpha-numeric) when issuing invoice, just click on <<New>> and key in document number directly in <span style='color:red'>Invoice No./span> field.
-[[File:Howto-multiple bunbering04.png]]
+By: Lay Swan 170818, KM 170821, P170821
-Now issue a new invoice, you can choose running number format (the chosen format and next possible number will be displayed on the top of the invoice windows. Should you key in the invoice number directly onto <span style='color:red'>Invoice No</span>. field, all running formats will be ignored.
+{{NavigateForUser}}
+[[Category:Users]]
-By: AutoCount Forum 090202; KM 170824, P170825