Numbering Series Configuration in GoldFinch

Overview

In GoldFinch, numbering series for records are defined using a Prefix, Separator, and Number. This setup helps in creating unique identifiers for each new entry across different transaction types.

Key Configuration Details:

1. Prefix, Separator, and Number:

   • Prefix: An optional field that can be used to differentiate record types.

   • Separator: Another optional field to define how the prefix and number are separated.

   • Number: The core part of the numbering series.

2. Administrator Permissions:

   • The administrator has the ability to update the numbering series configuration. When changes are made, any new entries for the corresponding object will use the updated numbering format.

3. Last Number Used:

   • The Last Number Used field is mandatory. GoldFinch automatically increments this number by one for each new record created.

   • For example, if the Last Number Used is "PO-1000242", the next new Purchase Order will be assigned "PO-1000243".

4. Manual Number Entry:

   • You can manually enter numbers for specific objects by selecting the Manual No. checkbox. This option is only available for the Purchase Order and Promotion Calendar objects.

This configuration provides flexibility in maintaining a clear and systematic record-keeping process while ensuring consistency across various transactions.

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