Auto Generate Code

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Use this form to specify whether you want generate supplier codes and/or transaction reference numbers, and define to the auto-numbering parameters. If the option to automatically generate codes is selected, you do not need to enter a code or reference when you are creating a supplier or transaction.

There are four tabs on the form:

• Supplier codes,
• Invoice numbers,
• Credit note numbers, and
• Journal numbers.

Automatically generate suppliers code

Select this option to generate a supplier code number when you are creating a new supplier on the AP Supplier Maintenance form. 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 eXchange module is in use.

Use it to set up auto-numbering parameters per 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 the branch 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 of the recipient.

Station

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

You can define auto-numbering parameters by station. Leave this field empty to apply the parameters 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.

Length

This field 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 this option if the recipient, branch, or station combination creates automatically-generated codes.

Prefix

Enter a prefix value.

If the length of No. of Digits + Prefix + Suffix exceeds the Length, Greentree Desktop prompts you 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 help determine the final code.

If the length of No. of Digits + Prefix + Suffix exceeds the Length, Greentree Desktop 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 Desktop pads 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. If the length of No. of Digits + Prefix + Suffix exceeds the Length, Greentree Desktop 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.

The same parameters apply to Invoice, Credit Note, and Journal reference numbers, if the option to Automatically generate numbers is selected for each transaction type.

• AP Supplier Maintenance

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