Record Numbering option located in the Management menu of the System Administration application is used to record and track documents used in transactions with company specific numbers. Slip and invoice information is recorded in application sections by selecting appropriate slip types for each transaction. Each slip type has an independent sequence number. The number of characters used in slip numbers is specified using Record Numbering Templates option. Companies, Divisions, Warehouses or Plants to which defined record numbers will be applied are specified during definition. These record numbers are also connected to users, groups and roles to provide flawless data entry and security.
Slips are searched, sorted and filtered by numbers on the lists and reports of the LOGO application. Therefore, it is crucial to define slip numbers in accordance with company requirements and to display them as default during slip definitions.
Record Numbering can be performed by defining Record Numbering Templates or generating Standard Record Numbers.
The Record Numbering feature is used to define numbering templates for each slip type depending on their Companies, Divisions, Warehouses, Groups, Users and Roles. The slip type to which the numbering template will be applied is selected on the Record Numbering window, and "New" option is used to specify the numbering method.
Each Record Numbering Template defined for the related slip type displays the following information in separate lines:
- Card Code
- Company
- Division
- Warehouse
- Plant
- User
- Role
- Group
- Validity Date
- Start Numbers
- End Numbers
The Record Numbering Template window contains the following tabs:
- General
- Number Segments
General
Information within the General tab is grouped under the following sections:
- Options
- Organization
- User
The following information is recorded on the options section:
First Number: Indicates the start number of the numbering template definition.
Last Number: Indicates the last number of the numbering template definition.
Dates of Validity: Indicates the date range within which defined numbering will be used in transactions.
Order: Indicates the sorting method. The Sorting field consists of the following options:
- Right to Left (Numeric)
- Left to Right (Text)
Last Number: Indicates the last number to be assigned.
The Organization Options section is used to specify the following definitions that will use the defined template:
- Company
- Division
- Warehouse
- Plant
The User Options section is used to specify the following definitions that will use the defined template:
- Group
- Terminal
- User
- Role
In the event of using the record numbering template basis on terminal, the related terminal should be determined by using Terminal field in this part.
Number Segments
The Number Segments tab is used to record the characteristics of numbers defined on the numbering template. Each line defined on this tab indicates a section of the numbering method.
The Type field is used to specify the type of the definition made on the line. This field contains the following options:
- Fixed
- Incremented
- Incremented in Groups
Fixed and Incremented options indicate that the definition will stay fixed or increase as the number of records increases. Incremented in Groups option calculates the highest existing value by processing other fixed sections, and performs the increase accordingly. When the Incremented in Groups type is selected, the last number is read from the database during record numbering transactions. The application calls the last number found on the database by processing fixed sections specified on the template.
The Length field indicates the number of characters used in the definition.
The Attribute field indicates the characteristic applied to the definition. This field consists of the following options:
- None
- Company
- Division
- Warehouse
- Plant
- User
- Role
- Year
- Month
- Day
- Quarter
- Period
- Present Number
The Start field indicates the value from which numbering will start.
The Last field indicates the last value to be used for numbering.
The Fill with field is defined if parentheses will be used during numbering.
Order: Indicates the sorting method. The Sorting field consists of the following options:
- Right to Left (Numeric)
- Left to Right (Text)