This feature allows you the flexibility to modify and control the document numbering scheme for each Master and Transaction available in the system.
This is a one-time setup to be done at the time of Go-Live.
System already has predefined setups in place and this can be changed if required.
Numbering Scheme must be set for various masters and transactions before starting the Salary Process flow.
¶ Form Details
¶ Numbering Scheme
| Name | Type | Description |
|---|---|---|
Code* |
Text | Unique identifier for the numbering scheme (e.g., PO) |
Description |
Text | Description of the numbering scheme (e.g., PURCHASE ORDER) |
Prefix |
Text | Prefix to be added before the number (e.g., PO-) |
Number |
Text | Starting number or current sequence number (e.g., 6) |
No of Digits |
Text | Total number of digits for the numeric part (e.g., 4 means 0001, 0002, etc.) |
Suffix |
Text | Optional suffix to be appended after the number |
Debit |
Dropdown | Select debit account (up to 4 fields available) |
Credit |
Dropdown | Select corresponding credit account for each debit |
Project |
Dropdown | Select associated project |
Division |
Dropdown | Select associated division |
Auto No |
Option (Yes/No) | Whether auto numbering is enabled |
Show in Journal Voucher |
Checkbox | Option to display this numbering in Journal Vouchers |
Yearwise Serial |
Checkbox | Enables year-wise serial number generation |
Include Division |
Checkbox | Whether to include division information in the serial number |
Include Type (SI/SID) |
Checkbox | Whether to include Type in the serial |
¶ Detail Grid
| Name | Type | Description |
|---|---|---|
Project Code |
Grid:Text | Project code associated with the serial range |
LocCode |
Grid:Text | Location code |
Division Code |
Grid:Text | Division code |
Type |
Grid:Text | Document type (e.g., PO) |
Year |
Grid:Text | Fiscal year for the numbering scheme |
Prefix |
Grid:Text | Prefix used for the year |
Digits |
Grid:Text | Number of digits used for the serial number |
Separator |
Grid:Text | Character separating parts of the number, if any |
Counter |
Grid:Text | Current counter for the specific year |
¶ Modifying Numbering Scheme
- Click on
Edit. - Select the existing numbering scheme you want to update.
- Modify fields as necessary.
- Click
Saveto apply changes.
Changes will affect subsequent numbering, but previously generated numbers remain unaffected.