7. Setup - Number Generation

The Number Generation screen facilitates to create and manage definitions for customized auto number generation which is later associated to specific entities maintained in the system such as Applications, Accounts and so on.

7.1 Overview

A Number Generation Definition consists of the logic that system uses to generate unique numbers based on specific defined criteria. This helps to create unique and non duplicate numbers validating the underlying entities and attributes instead generating random numbers.

7.2 Navigation

Number Generation sub menu link is available under Setup in LHS menu. Clicking on Number Generation link, the screen is as displayed:

The Number Generation screen consists of the following:

• Number Generation Definition
• Number Sequence

7.3 Number Generation Definition

The Number Generation Definition section helps to define the number generation criteria for specific entities such as Account Number, Application Number using specific Company, Branch, and Entity combination. However note that, system allows to define only one definition for any given Company, Branch, and Entity combination.

In this section, you can add new definition and view the list of pre-defined definitions maintained in the system.

7.3.1 Add Number Generation Definition

1. click ‘Add’ in Number Generation Definition section. System displays the following screen.

   

2. Populate the required details in the following fields:

   Field Name	Description
   Company	Select the company from drop-down list for which the system should generate the number.
   Branch	Select the branch for the selected company from the drop-down list. If company is selected is ALL, then all the Branches are populated.
   Entity	Select the entity as one of the following from drop-down list: - Account Number - Application Number The list is populated with values maintained in NUM_GEN_ENTITY user defined table.
   User Sequence Reset Freq	Select the sequence reset frequency from the drop-down list. This is the interval at which system should reset the sequence and the same can be used as a counter to the number of record within that sequence duration. The list is populated based on values maintained in NUM_GEN_US­R_SEQ_RESET_FREQ_CD lookup code.
   Max Length	Specify the value between 1 to 80 to indicate the maximum length of the number to be generated.
   Limit Length	Select the limit length as either Variable or Fixed using the toggle but­ton. This indicates the system to generate either fixed sequence num­ber or variable sequence number. - If limit length is Fixed, system ensures that the auto number gener­ated is up to the Max Length field. If it is shorter, zeros are prefixed. - If limit length is Variable, then auto number is generated as per for­mat. However, system displays an error if the sequence number generated exceeds the specified Max length.
   CheckSum Digit	Select the toggle button to indicate the system to add a check sum digit at the end of the auto number generated.
   Enabled	Select the toggle button to enable to auto number definition.

In the same section, you can do one of the following:

• Click ‘Add’ and save the Number Generation Definition and define a Number Sequence later.
• Further define a number sequence in the flow to indicate the order in which system should use the number generation logic. However, adding or editing can also be done in ‘Number Sequence’ section.

7.3.2 Number Sequence

This section displays the Number Sequence defined for an entity and facilitates to add and edit the number sequence for an existing number generation definition. Number Sequence is mandatory to be defined for a Number Generation Definition and based on this sequence only system executes the number generation logic and derives the number for specific entity.

1. Click Add or Edit in the Number Sequence section. The following screen is displayed:

   

2. Click ‘+’ icon next to Validate Sequence button.
3. Populate the following field values

   Field Name	Description
   Sequence	Specify the sequence number in which system should use in the num­ber generation logic. Once specified, the same can be incremented or decremented using the up or down arrow buttons.
   Units	Select the Units using which system should generate the number from the drop-down list. This list is populated based on entity type and val­ues maintained in NUM_GEN_UNIT_CD lookup code. The available options are: Constant Record Creation Date (DD) Record Creation Month (MM) Random Number Length System Sequence Number Length User Sequence Number Length Record Creation Year (YY) Record Creation Year (YYYY) Record Creation Year/Month (YYYYMM) It is mandatory to add and enable the System Sequence Number Length. The length of the all units plus the Check Digit (if enabled) together should not be greater than the maximum length specified in the Max Length field. Note: If number generation definition does not exist then you can auto-generate the number using the system sequence number alone. This can work as a mechanism to identify if number should be generated by system or as per user defined logic in this screen.
   Value	Specify the value which can either be a Constant or Index Number in reference to the unit selected. Once specified, the same can be incre­mented or decremented using the up or down arrow buttons.
   Enabled	Select the toggle button to enable and use this parameter in the num­ber generation.

4. Click ‘Validate Sequence’ to validate the number generation sequence based on the selected parameters. On validation, system displays the errors if any such as duplicate sequence and when successful, displays the sample number.
5. Click ‘Save’ to update the Number Sequence changes.