2.72.3 Documents DASW & DSW - Numbering Series

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.

Currently the following entities can receive a Presentation Numbering Serie:

• JobCards
• Documents
• Inquiries

The numbering series can be configured and get generated per 3 possible parameters:

1. a field that belongs to the relevant entity, i.e., for Documents → per Document type (Sub Field = U_IDMS_DocumentType)
2. Company
3. Branch

None of the above are mandatory and if left empty, the generated Numbering Serie will be the same for the entirety of the selected entity.

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

• Increment (mandatory): The number the system should add each time a new entity is created and gets a numbering serie
• Prefix and/or Suffix (optional):  A string that should be added at Front or/and at the End of a generated numbering serie.
• Next Number (mandatory): The first number that the first generated entity will get

After creating a Entity Numbering Setup it can be:

• edited with limited possibilities (only the Prefix and/or Suffix & the Next Number can change) 
• deleted

If there is no Entity Numbering Setup for an entity, the system will display the existing Code or DocEntry, which is usually the primary key of the relevant table.

Documents

Specifically for the Documents entity, the Entity Numbering Setup can be configured per Document Type. For this to happen the admin should configure the SubField = U_IDMS_DocumentType

Find below the available Document types: