Codes

Use the settings on the Codes form to make sure that items such as parts, sales offers, sales orders, shipping notes and purchase offers are numbered automatically. You have full control of the numbering format.

Isah fields containing codes always show the code number added last, which means that you would see, for example, the sales order code or the purchase invoice code that was added last.

To reset the numbering, for instance at the beginning of the year if the year is part of the number, change the fields on the Codes form.

Note: As almost all fields on this form have the same behavior, the field explanations on the tabs mainly relate to the Isah codes concerned.

Example

Let us assume that you want sales offer codes to have the following format:

• The code must begin with the year.
• This initial element should be followed by a code indicating that it is a sales offer. Within your company, the number '4' represents sales offers.
• The last element of the code should be a sequence number that is incremented automatically.

In the Offer field on the Sales tab, enter "20124000". The first sales offer you add will now have number 20124001. The field on the Codes form will also be changed to 20124001, to indicate which sales offer code was used last.

Note: Make sure you have sufficient positions to accommodate incrementing sequence numbers. For instance, if you reserve just two positions of the sales offer code for the sequence number, you will only be able to enter 99 sales offers.

Example

Your numbering format for sales offers and orders is as follows:

• Year
• '4' for 'Sales offer', '5' for 'Sales order'
• '00' as the sequence number

Your first offer code is 2012401. As soon as you reach number 2012499, any subsequent sales offers will be assigned numbers 2012500, 2012501, 2012502, etcetera, which will corrupt your numbering system.

• After all, the offer codes now look like order codes, because they contain the number '5',
• and the codes now assigned to offers are actually existing order codes.

Therefore, always make sure your numbering system has plenty of positions to accommodate sequence numbers.