General Description of the Feature

This feature deals with the development of a new functionality and an enhancement of the current system, where it is possible to configure different Numbering Series per entity or document.

The Entity Business Partner is can now receive a Presentation Numbering Serie.

As mentioned in 2.72.3 Document No. Series for DSW & DASW - Documents the numbering series can be configured and get generated per 3 possible parameters. 

In addition per Entity Numbering Setup , the following must be configured:

  • Table Name (mandatory): Business Partner is selected here
  • Sub Field and Sub Field Value (optional) according the type of the BP 
  • Increment (mandatory): The number the system should add each time a new entity is created and gets a numbering series
  • Prefix and/or Suffix (optional):  A string that should be added at Front or/and at the End of a generated numbering series.
  • Next Number (mandatory): The first number that the first generated entity will get                                                   
  • Company  (Sub Field =CompanyPrivate SubField Value=eCompany                                                                                                 
  • Private (Sub Field =CompanyPrivate SubField Value=ePrivate                                                                                               
  •  Sub Field = CardType SubField Value=cLid           (For Lead use prefix L For Customer use prefix C for Vendor use prefix V )     

Business Benefit

Customers can have different BP numbering series per a selected characteristic, i.e. per type or card type for all the BPs generated.


Configuration 

New Administration and Process pages:

Entities Numbering Setup: ~/SetupEntities/NumberingGridList

Entity Dimensions:

If the Numbering Series should be configured per Company or per Branch, the IDMS_DOCUMENT entity should be added in the Entity Dimensions table with the relevant value (C=Company, B=Branch).

Printing & Notifications:

  • For workflow documents parameter named"CustomerPresentationSeries" inside the Header and can be accessed by using {Header.CustomerPresentationSeries}.
  • For the Reservation and the GDPR document  parameter named "PresentationSeries' can be accessed by using {BusinessPartner.PresentationSeries}.
  • Email Notification parameter: {BusinessPartner.PresentationSeries}

Additional Information

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