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Siebel eConsumer Goods Handheld Guide for Windows-Powered Devices > Application Administration >
Document ID Administration
Document IDs support the legal requirement to print unique numbers on legal documents, such as invoices and receipts. Governments provide specifications for the document ID format, and this format may be used to generate a document ID mask within the Siebel application.
Use the Document Id Mask view to create a document ID mask for each document, as required. A mask is a set of components that, when compiled together in a particular sequence, generate a completed document ID. For example, the first component of a mask may be a company code, the second component may be an employee ID, and the third component may be a code specific to the type of document. Together, these components make up a document ID.
Once the mask is created, it must be assigned to an individual user who has the authority to use it. When the user prints from the handheld, a unique sequence of numbers is printed onto each legal document defined with a document ID mask
In the Document Id Assignments view, associate each document with an individual who is authorized to print it. For example, if you have 200 van sales representatives who are all authorized to print both invoices and receipts, you will assign two document IDs to each representative, for a total of 400 records added to the Document Id Assignments view.
To create a document ID mask
- From the application-level menu, select View > Site Map > Document Id Administration > Document Id Mask.
- In the Document list, create a record and complete the necessary fields.
Some of the fields are described in the following table.
- In the Mask list, add a record for each component of the document ID mask, and complete the necessary fields.
Some of the fields are described in the following table.
NOTE: Populate only one of the two fields, Value or Employee Field, not both.
- From the Show drop-down list, select Document Id Assignments.
- In the Sequence list, add a record and complete the necessary fields.
Some of the fields are described in the following table.
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Siebel eConsumer Goods Handheld Guide for Windows-Powered Devices Published: 18 July 2003 |