Auto Generate Code

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Use this tab to specify whether you want generate receipt reference numbers, and define the auto-numbering parameters. If the option to automatically generate numbers is selected, you do not need to enter a reference when you are entering a receipt transaction.

Automatically generate receipt numbers

Select this option to generate a reference when you are entering a receipt transaction using CM Receipt Entry. If you don't select this option, enter supplier codes.

Validate entered values

Click this option to select the Validate checkbox for all lines in the table.

Details Table

Recipient

This field is enabled if the Greentree eXchange module is in use.

Use it to set up auto-numbering parameters for a recipient and branch combination.

Branch

You can assign details at a branch level by first selecting the branch, and then defining the auto-numbering parameters for the branch. Leave this field empty to define system wide parameters that apply to all branches. If you are using Point of Sale and eXchange, each recipient and branch combination must be unique.

If multiple branches exist and only one recipient and branch combination is defined, you must create a line for the recipient with a empty branch. This acts as a catch-all for the other branches associated with the recipient.

Station

This field is enabled if Point of Sale is in use.

Use this field to define auto-numbering parameters by station. Leave the field empty if you want the parameters to apply to all stations. Each recipient, branch, or station combination must be unique.

If multiple stations exist and only one recipient and branch combination is defined for one station, you must create a line for the recipient and branch combination with a empty station. This acts as a catch-all for the other stations of the recipient and branch combination (and set the line Enable option to true).

Length

This displays the maximum length for the automatically-generated code, in read-only format.

Enable

This field is enabled if both Point of Sale and eXchange are in use. Select the option if the recipient/branch/station combination creates automatically-generated codes.

Prefix

Enter a prefix value. Where the No. of Digits + Prefix + Suffix length exceeds the value of Length, Greentree prompts you with a message to change the parameters.

No. of Digits

Enter the length that applies to the numerical part of the automatically-generated code. The prefix and suffix are additional in determining the final code. Where the No. of Digits + Prefix + Suffix length exceeds the Length value, Greentree prompts you to change the parameters.

Pad Leading Zero

Select this option to calculate the number of digits to pad. This is determined by the No.of Digits and the Next number. For example, if the No. of Digits is 5, and the next number is 2, Greentree will pad the number to 00002.

From

Enter the start value for the range of the numerical part of the code.

To

Enter the end value for the range of the numerical part of the code.

Next

Enter the value of the next number to use when the code is generated. The default value is the To value when you are first defining the parameters. The value increments each time a new code is generated.

Suffix

Enter a suffix value. Where the No. of Digits + Prefix + Suffix length exceeds the Length value, Greentree prompts you to change the parameters.

Validate

Select this option if a manual entry of a transaction reference is to be validated using the auto-numbering parameters.

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