Creating and Setting Up Autonumberers

In this section

• Adding and Editing Autonumberers
• Substitutes and Their Settings
• Adding and Editing Substitutes

See also

• Available Substitutes

Adding and Editing Autonumberers

To create a new autonumberer, open the corresponding tab (for example, Subjects) and click  Add autonumberer.

When creating an autonumberer for customers you need to specify the customer group for which it will be used.

For a document autonumberer, you need to specify a document type (select it on the Documents tab) and a workflow.

For objects, you can use autonumberers of two types: those for objects themselves and those for their components. Open autonumberer parameters to specify what a value is generated for — a code or an object name. In Object type, enter a group or an entry from the product catalog. Thus, the autonumberer will be used for objects created on the basis of these entries. In case autonumberers are set for both a child entry/group and a parent one, the first autonumberer will have the highest priority.

Enter Validity period and Division (if there are more than one), click Add. An autonumberer is created with the Inactive status. Next, you need to determine the autonumberer contents, i.e. a set of substitutes, and change its status to Active.

To edit an autonumberer, click in the corresponding row.

If the autonumberer has already been used to generate at least one number, it is marked with  and has most of the boxes blocked. Substitutes of such autonumberers cannot be further changed or deleted.

Substitutes and Their Settings

Substitutes are "building blocks" of an autonumberer. Autonumberers used for different entities have their certain sets of substitutes. Open an autonumberer to set up its substitutes.

The order of autonumberer's substitutes determines the order of substitute values within a generated number.

Depending on the type of a returned value, substitutes can be numerical, string, date and those returning reference values. Each type uses its own settings.

Substitute Type	Available Settings
Numerical	Step — a number a substitute value is incremented by. Padding — padding a generated number with a specified character to a specified length. Range — generating a number that belongs to a specified range (you can use multiple ranges as well).
String	Substring — extracting a part of a string of starting with a specified position. Case modification — applying lower, upper or sentence cases. Length limit — used only for values entered manually: the length of an entered string is to fall within a specified interval. Transliteration — transforming a string into Latin letters. Replacement — replacing a part of a string with another string, even sequentially if necessary.
Date	Year, YYYY — rounding a date to a year using 4 digits, e.g., 2018. Year, YY — rounding a date to a year using only 2 digits, e.g., 18. Year, Y — rounding a date to a year using only 1 digit, e.g., 8. Month number — an ordinal number of a month, e.g., 7. Month number, MM — an ordinal number of a month containing 2 digits, e.g., 07. Month name — a name of a month, e.g., July. Month code, MMM — a short name of a month, e.g., JUL. Day number, D — an ordinal number of a day of a month,e.g., 9. Day number, DD — an ordinal number of a day of a month containing 2 digits, e.g., 09. Day.Month.Year — a date in the format specified in the current locale, e.g., 09.07.2018. Custom — a user format of a date.
Reference value	A reference data which values a substitute takes (only user reference data can be used), and settings that are available for the String substitute type.

Adding and Editing Substitutes

To add a new substitute, click  Add substitute in the Substitutes section, select a substitute from the list and click Add substitute.

Confirm adding the substitute by clicking Add substitute.

After the substitute is added, click it to open its settings.

Click  Add setting to see the list of available settings. Choose the necessary one and click Add setting.

See the parameters of the chosen setting (if there are any).

Configure parameters and click Add setting. If necessary, repeat the above steps to add more substitute settings. Finally, click Save.

Add all necessary substitutes to the autonumberer (new ones are highlighted in green) and click Save.

Click a substitute to edit its settings: use  to change setting parameters or click  to delete a setting.

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Click  next to a substitute to delete it.