Setting up the Numbering for Division and Department

In the previous steps – We have activated and created the division. – now we have to set special settings directly for the Division. The Numbering is one of the options offered by the Division.

Setting up a Numbering for your division has two main steps.The first step is to create a register that tells the system when to use what numbering. The second step is to create the numbering itself for the Division. We are going to set the numbering for the Sales Invoice, but it’s the same for all entities.

1. In the left navigation menu, unroll Configuration.

2. Click on Register.

3. Into the Breadcrumb MainKey type NUMBERING.LINK.

4. Open the Shared register NUMBERING.LINK-SALES.INVOICE.

5. First thing you need to is Clone it.

6. Unmarked Shared.

7. Change the Value from Key to TEXT_LONG.

9. Press Save. You have edited the Numbering Link for the Sales Invoice.

10. Now go back to register and into the breadcrumb MainKey type Numbering.

11. Open the Shared register NUMBERING-INVOICE.SALES.

12. Clone the register.

13. Unmarked shared.

14. Change the subkey from INVOICE.SALES to INVOICE.SALES.RED

15. Edit the Numbering. We will change the numbering to from

“CI-${formatDateTime:${currentObject:properties.supplyDate},YY}-[#####]”

to

“SI-${formatDateTime:${currentObject:properties.supplyDate},YY}-[#####]”

16. Press Save. You have successfully changed the numbering of your Division.

[If you need to change the numbering for the Department, it’s the same like Division. The sub-keys can be different, it’s up to you.]

Get in Touch

If you have problem or need further assistance, do not hesitate contact Teamogy Support. Use online chat (inside Teamogy or everywhere on www.Teamogy.com in the lower right corner) and you will get prompt reply.