Use the Numbering tab of General System Settings to view the current formats for your firm's record identification numbers, and to set up auto numbering for records.
You can set up auto numbering for the
Project, Employee,
Vendor,
Client, Opportunity, and Marketing Campaign Info Centers. You can also set up numbering formats for user-defined components. When you create a user-defined Info Center that includes a
Number field, a row is added to the Numbering tab, and you can define the numbering structure for the new Info Center.
To change the length and format of key fields, use the Key Formats utility.
Contents
| Field | Description |
|---|
| System Numbering Format Drop-down
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. When the Print Preview form displays, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display.
Not all options are available on all grids.
|
| System Label
|
This field displays the system label.
|
| Length
|
This field displays the specified length of the system label.
|
| Leading Zeros
|
This field displays the position of leading zeros.
|
| First Delimiter
|
This field displays the position of the first delimiter.
|
| First Delimiter Position
|
This field displays the location of the first delimiter position.
|
| Second Delimiter
|
This field displays the position of the second delimiter.
|
| Second Delimiter Position
|
This field displays the location of the second delimiter position.
|
| Auto Number Source
|
If you use the auto numbering feature, select one of the following options as the source for the auto numbering. These options let you create custom formats for your auto numbers.
-
Custom Method
-
Expression
-
Stored Procedure
-
Web Service
-
<None> — Select this option to disable auto numbering for the associated Info Center. When you select
<None>, the column remains blank to indicate that no
Auto Number Source is assigned.
|
| Auto Number Format
|
If a value is selected in the
Auto Number Source column, then the
Auto Number Format column is enabled and required. If no value is selected in the
Auto Number Source column, then the
Auto Number Format column is disabled.
When you click in this column,
Vision displays a detail
 button. Click this button to open a dialog box that reflects your selection in the
Auto Number Source column. After a format is defined,
Vision displays
<auto number defined> in this column.
|
| Allow Override of Auto Number
|
Select
Allow Override of Auto Number to allow the user to enter a different number before
Vision generates the auto number for a record.
When you attempt to enter a non-automatic number,
Vision searches your database to look for duplicate records. If
Vision detects a duplicate record, the Potential Duplicate Records Found dialog box displays. The dialog displays the name and number of the existing record that exactly matches the number you are trying to add.
If an auto number has been generated, you must run a Key Conversion to change the number.
|