The Auto Generate window is used to set Docket, Invoice, Invoice Batch number, Order (Job) and Price Book Code Defaults and requires Administration privileges. Consider this tool as the means to template and standardise across profit centres. The grid fields are identical for each tab and each is named appropriately to reflect the master data sets you will auto generate the codes for.
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From - Is numeric and determines the first number of a range, for the applicable tab and data set.
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To - Is numeric and determines the last number of a range for the applicable tab and data set.
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Use Prefix - Is True or False, on True lets users determine a custom alpha or numeric identifier for each profit centre on Docket, Invoice, Order and Price book production.
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Prefix - Is the custom alpha or numeric identifier that will be placed before the From/To number. Is system generated on production (transaction record save) for each profit centre.
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Use Suffix - Is True or False; on True lets users determine a custom alpha or numeric identifier for each profit centre on Docket, Invoice, Order and Price book production.
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Suffix - Is the custom alpha or numeric identifier that will be placed after the From/To number. Is system generated on production (transaction record save) for each profit centre.
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Suffix and prefixes can be used in combination.
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Invoice Batches exclude the prefix and suffix options because accounting systems accept batch numbers as being numeric only.
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Next Number - Reports the next number (excluding the prefix or suffix) and can be updated manually by an Administrator. The next number field is updated automatically on production of Dockets, Invoices, Invoice Batches, Orders and Price books created and saved by users.
