01What it is
Document numbering sets how the number of each of the eight kinds of document is built: enquiries (ZAP), quotes (WYC), jobs (ZLE), requirements and orders (ZAM), scope changes (ZAK), goods issue notes (WZ), stock transfer notes (MM) and handover protocols (PO). The number is issued automatically when the document is created.
In automatic mode the number depends on the reset: every year gives the prefix, the year and a four-digit number, every month adds the month, and with no reset the number has five digits. Each kind has its own counter, kept within your company only.
Numbers already issued do not change when the pattern changes, because a number once given to a customer must stay. Once the first number has been issued, you can change that document's mode at most once every 24 hours.
- PREFIXES
- You recognise the kind of document by the first letters.
- NUMBERING RESET
- Every year, every month or never.
- CUSTOM PATTERN
- Placeholders for prefix, company, date and number.
02What it is for
Numbers the way your company uses them
A custom pattern keeps your existing number layout.
New year, new series
A yearly or monthly reset starts the numbering again.
Clear on the phone
The prefix tells a quote from a job in a phone call.
No guessing
The preview shows the next number before you save.
03Main options
Every kind of document has a prefix, a numbering mode, a reset and a preview of the next number.
A number by reset
The pattern follows the chosen reset.
- Every year: prefix, year and a four-digit number
- Every month: prefix, year, month and a four-digit number
- Never: prefix and a five-digit number
A number laid out your way
A pattern of placeholders, up to 180 characters. Click a placeholder to insert it at the cursor.
- Placeholders: {prefix}, {workshop}, {year}, {month}, {day}, {nr}, {nr:N}
- The pattern must contain {nr}
- A yearly reset needs {year}; a monthly reset needs {year} and {month}
04Tasks step by step
- STEP 1Open Settings › Document numbering and find Jobs.
- STEP 2Set the reset to Every month and check the Next number preview.
- STEP 3Save. If a number has already been issued, the next mode change will be possible after 24 hours.
- STEP 1Choose the Custom pattern mode and build it from placeholders, for example {prefix}/{year}/{nr:4}.
- STEP 2Check the preview and save. The new pattern applies only to documents created later.
05Actions
The most common tasks around numbering.
Numbering reset
Every year, every month or never.
Custom pattern
A number made of placeholders.
Next number
A preview before saving.
06What it connects to
Choose a module to see where the numbers go.
Stock documents
Stock documents have the WZ and MM prefixes.
Go to the topicStock documents