You are here: Primavera Unifier Administration Mode > Business Process Setup > Configuring Business Processes > Configure auto-sequencing

Configure auto-sequencing

Business processes can have values specified on the upper or lower form that enable auto-sequencing. This feature is available for Company level and project/shell level, and can be used on workflow and non-workflow business processes.

You can configure auto-sequencing for certain data elements on a business process form. This is in addition to the standard business process numbering, and allows you to number up to two fields on a upper form, and two fields on a lower form. For example, you can specify that a Name field uses auto-sequencing in order to number business processes that have similar names.

The data elements that support auto-sequencing use the SYS Auto Sequence data definition configured in Primavera uDesigner. You can use up to two data elements on a business process upper form and lower form that enable auto-sequencing.

Auto-sequencing generation occurs when the user clicks:

• Send on workflow business processes
• Save on non-workflow business processes
• Finish Editing on non-workflow business processes for line items
• Apply or OK for line items

To configure auto-sequencing

1 Go to the Company Workspace tab and switch to Admin mode.
2 Click Company Workspace > Business Process Setup in the left Navigator.
3 On the right pane, double-click the business process to open it.
4 to Configuration > Business Process. The Configuration-Business Processes log opens, displaying the BPs that have been imported into your company.
5 Select the business process you want to work with and click Open > Data Elements. The Data Elements Configuration window opens.
6 Click the AutoSequence tab.
7 Click Add. The Select Data Element for Auto Sequence window opens.
8 In the Data Element drop-down menu, select a data element to configure for auto-sequencing. All upper and lower form data elements of the type String and that were created using the SYS Auto Sequence data definition are listed. Upper form data elements are distinguished by the list format Upper Form/<data element>; detail form data elements are listed by the data element names only.
9 Specify the Level. If you select Company, the system will generate the auto-sequencing across all records in the entire company. If you select Project/Shell, the system will generate the auto-sequencing across all records in the current project or shell. Per Record indicates data elements at the line item level (detail form).
10 Specify the Start is a numeric value. The default start number is 0001. This value is required. The sequence number generated for the field will start with this number.
11 Click Create to specify the format for the auto-sequencing. The Formula Creation window opens.

This window shows a list of String type data elements available from the form, and an additional system-defined data element, SYS Sequence Counter. This counter represents the value you entered in the Start field on the Add Auto Sequence Data Element window. You must use this counter when you build your formula for auto-sequencing.

12 Choose a Delimiter, and then choose a data element from the list and click Add Parameter. Add the delimiter, and then choose the SYS Sequence Counter and click Add Parameter to build a formula to increment the auto-sequence counter. Build the formula by using the data element, the delimiter, and the SYS Sequence Counter in combination. The SYS Sequence Counter can appear first or last in the formula. For example:

Data Element 1 - SYS Sequence Counter.

If the data element is a document name, and example of the resulting auto-sequenced data element could be:

Building Specification-0001

After the auto-sequence value is generated by the system, it cannot be modified, however you can modify the auto-sequencing configuration. See the procedure below.

Note: An auto-sequence value will not be generated if any of the data elements that are part of the formula you specify do not have values. This includes the SYS Sequence Counter value.

13 Click OK.

To modify the auto-sequencing configuration

1 In Administration Mode, navigate to Configuration > Business Process. The Configuration-Business Processes log opens, displaying the BPs that have been imported into your company.
2 Select the business process you want to work with and click Open > Data Elements. The Data Elements Configuration window opens.
3 Click the AutoSequence tab.
4 Select the element you want to change and click Modify.

You can modify the Level, Start, and Format as needed. Changing these values affects new records only. Existing auto-sequenced records are not changed. Any changes will take affect based on level selected before the change.

• If Company is the initial level and data was created, changing level to project/shell, the format will be the only value that will take affect
• If project/shell the initial level and data was created, changing start value will affect the sequence created under new project/shells
• Changing format will affect existing and new project/shells.
• Changing level to company then sequence number will be created across project/shells and any modification to start value will be ignored.
• For data elements on the detail form, you cannot modify the level; the only level applicable is per record.

You cannot remove auto-sequencing data elements unless the data element has been previously removed from the design in Primavera uDesigner. Data elements that are removed from the design in Primavera uDesigner are listed in the Data Elements Configuration window in red, and can be removed.

To remove the data elements that are listed in red, select the data element and click Remove.

5 Click OK.

 

 

 

 

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