01What it is
Document numbering sets how the number of each of twelve document types is built: enquiries (ZAP), quotes (WYC), jobs (ZLE), vehicle check-ins (PRZ) and handovers (WYD), work cards (KPR), requirements and orders (ZAM), scope extensions (ZAK), transport orders (HOL), tyre deposits (DEP), goods issues (WZ) and transfers (MM).
In automatic mode the number depends on the reset: yearly gives the prefix, year and a four digit number, monthly adds the month, and with no reset the number has five digits.
After the first number is issued, the mode of that document can be changed at most once every 24 hours.
- PREFIXES
- Recognise the document type by the first letters of the number.
- RESET
- Yearly, monthly or none.
- YOUR OWN PATTERN
- Tokens for prefix, workshop, date and number.
02What it is for
Numbers like in your company
Your own pattern keeps the numbering you are used to.
New year, new series
A yearly or monthly reset starts numbering again.
No guessing
The preview shows the next number before you save.
03Main options
Every document type has a prefix, a numbering mode and a preview of the next number.
A number by reset
The pattern follows the chosen reset.
- Yearly reset: prefix, year and a four digit number
- Monthly reset: prefix, year, month and a four digit number
- No reset: prefix and a five digit number
A number your way
A pattern of tokens, up to 180 characters.
- Tokens: {prefix}, {workshop}, {year}, {month}, {day}, {nr}, {nr:N}
- The pattern must contain {nr}
- A yearly reset needs {year}, a monthly one {year} and {month}
04Tasks step by step
- STEP 1Open Settings › Document numbering and choose Jobs.
- STEP 2Pick the monthly reset and check the Next number preview.
- STEP 3Save. If a number was already issued, the next mode change is possible after 24 hours.
- STEP 1Choose your own pattern and build it from tokens, for example {prefix}/{year}/{nr:4}.
- STEP 2Check the preview and save.
05Actions
The most common tasks around numbering.
Reset
Yearly, monthly or none.
Own pattern
A number made of tokens.
Next number
A preview before saving.
06What it connects to
Choose a module to see where the numbers go.
Check-in and handover
Check-in and handover protocols have the PRZ and WYD prefixes.
Go to the topicCheck-in and handoverStock documents
Stock documents have the WZ and MM prefixes.
Go to the topicStock documents