Tracking Number Setup
Records a range of pre-printed numbers (a receipt book) handed to a person, one line per number, so that every receipt is accounted for: used on a collection, or void.
What it is for
Collectors write the receipt number in the Tracking Number column of the Collection. The Tracking Number Setup list then shows, number by number, whether it was used on a collection (with the collection, the payer and the amount) or voided. The collection does not check the number against this screen: any number can be typed.
Every field in plain words
| Field | What it means | What to put |
|---|---|---|
| Tracking Number Setup | The record's number | Required |
| Tracking Number Date | When the book was issued | Required |
| Number Group | The kind of numbers | Required |
| Series From, Series To | The first and last number of the book | Pressing Create fills the grid with one line per number |
| Responsible | Who holds the book | Optional |
| Notes | Free text | |
| Basic Data grid: Series, Void, Void Reason, Void Date | One line per number. Tick Void for a spoiled receipt | Void Reason and Void Date open when Void is ticked; Void Date is then required |
What it is connected to
- Collection, Tracking Number column.
- Lists and reports: Tracking Number Setup list.
If something looks wrong
- "Line ID: ... - Please insert Void Date". A voided number needs its date.
- The grid is empty. Fill Series From and Series To before pressing Create.