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How do I number documents?

Build the number on Number Range, then tie it to the screen on Process Number Range.

Who
The implementation consultant
Takes effect
From the next document saved
Needs first
The company

Before you start​

  • Agree the number format with the client, for example SO-2026-00001.

Steps​

  1. Open Number Range, New, a code and name, Create.
  2. On Rules, add the parts in order:
    • fixed text (SO-), parts read from the document, and the running counter with its length.
    • Set Start Value, End Value and Increment.
  3. Save.
  4. Open Process Number Range and add a line: Legal Entity (or empty for all), the screen, the number range.
  5. Save.

Check it worked​

  • A new document of that screen gets its number on save.

If something looks wrong​

  • “No number range is assigned to …”. The screen has no line on Process Number Range.
  • “Number range is not defined for Scheduler (OSSC)”. The Scheduler screen needs a line too.