Enumerators

Creating Enumerator

Automatic numbering of financial objects can be defined. Creating a rule and a format of numbering, can be done in the following way.

Create New/Other then find Prefixed Number Enumerator type

The type for which this enumerator is to be used. Let’s for example create enumerator for Sales Quotes.

For type should be defined as Sales Quote

Property is set to Quote # (Symbol)

Next number is the number from which the numbering will start

Name is the name of the enumerator

Prefix is the text used as prefix.

Once created, the enumerator has to be added to the corresponding type (in this case Sales Quote) in the Enumerator property field.