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#EASY NUMBERING CODE#

Select the Quotation number same as project number and phase check box.Tip: If you do not see the fill handle, you may have to display it first.

To set up quotation numbers that are the same as the project number and phase: Quotation number same as project number and phase You use this button to add a cost estimate/quotation from a project. If you select this check box, the Cost estimate action button (F8) appears in the project properties.

Select the Quotation number same as project number check box.

To set up quotation numbers that are the same as project numbers: This message appears at the end of the wizard for adding data.

Select the Report generated number check box to report the automatically generated number.

This is only allowed if you have selected the User may deviate check box. You can always deviate from this later on by deselecting the Auto numbering check box in the relevant function.

Select the Use auto numbering by default check box to apply auto numbering by default.

The maximum total length of a number is 9 positions.

Enter the total number of positions that can be used for the numbering.

You can change the step size by entering the value the number must be increased with.

If you add a sales order, it gets number 60000700. Number 60000700 is not in use because this invoice has been deleted from Profit. Profit always numbers consecutively based on the last number assigned. If you want to start with P00001000, you enter 999 as the start value. If you do not enter the maximum number of positions, zeros are placed in front of the number. The length of the start value depends on the value in the Total length field and whether you entered a leader. The start value is increased by 1 for the next number to be assigned.

To achieve this, leading zeros can be placed in front of the number. In the Start value field, enter the first number of the number range you want to use.Įach number that is assigned gets the maximum length.If you want to use alphanumeric codes that start with a certain letter, you can specify the required letter here. For example, if you want to use codes that always start with the year, you can enter the current year in this field. You can enter up to 5 digits and/or letters.

#EASY NUMBERING CODE#

If you want to use codes that always start with the same digits or letters, enter the fixed part of the code in this field. Go to: General / Configuration / Numbering settings / Auto numbering.If you do not select this check box, Profit only performs this check when you enter actual costing lines. Select the Use validity combinations check box if you want Profit to check on validity combinations as you enter cost estimate and actual costing lines.Go to: Projects / Management / Settings / Project.This makes it easy to retrieve the quotation but you can only create one quotation per project phase, which you can later change or supplement. You then create quotations with a number that is the same as the project code, followed by the code of the project phase. You can use this setting if you also work with project phases. Quotation number same as project number and phase.You can however change or supplement the quotation later on. After all, you can only create a quotation if there is no other quotation with the same number. This makes it easy to retrieve the quotations but you can only create one quotation per project.

With this setting you create quotations with a number that is the same as the project code.

Quotation number same as project number.If the quotation number does not have a particular significance, you can set the numbering to increment automatically with a certain step size. The number has the meaning you assign to it. When you add a cost estimate you can enter the number yourself. If you want to determine the number for each quotation yourself you do not have to make any special settings. Because you can use the cost estimate as a quotation, you can use separate numbering for cost estimates.