Business Process Automation
Configuring a Named Range with Recycling
This details configuring a named range with recycled numbers for the Auto-Pay Invoice Number. The number should be in the format <Six-digit number> and should recycle numbers when an invoice is deleted. If the range is depleted, the range should close and numbers should be generated in the format <YYYYMMDD>-<four-digit sequence number>.
- Navigate to the Business Number Rule page: Business Process Automation > Power Data > Business Numbers > Business Number Rule.
- On the search screen, set the following values:
- Default: Yes.
- BN Type: AUTO_PAY_INVOICE_NUMBER.
- Domain Name: your domain.
- Click Search.
- Edit the rule.
- Clear the Default check box.
- Click Finished.
- Click Create Another and enter the following:
- BN Rule: Any unique ID, such as AUTOPAY NUM.
- BN Type: AUTO_PAY_INVOICE_NUMBER.
- BN Generator: select PICTURE.
- Select the Default check box.
- Rule Definition: {p:range=AUTO_PAY_NUM_RANGE}.
- Click Finished.
Next, define a business number named range.
- Navigate to the Business Number Rule page: Business Process Automation > Power Data > Business Numbers > Business Number Named Range.
- Enter the following:
- BN Named Range ID: The ID for the named range referenced in the rule (AUTO_PAY_NUM_RANGE).
- Select Audit and Recycle in the Recycling Policy drop-down.
- Do not select the Use Context for Sequence check box.
- Domain Name: Your domain.
- Create a Business Number Range with the following information:
- BN Range ID: Any ID such as INV_NUM_PRIMARY.
- BN Rule ID: Click the New icon to create a new BN rule ID. Then enter the following:
- BN Rule: INV_NUM_RANGE_SEQ.
- Default: do not select the check box.
- Rule Definition: {nnnnnn:start=1}.
- BN Type: click the New icon to create a new type. Then enter the following:
- BN Type: INV_NUM_RANGE_TYPE.
- BN Context ID: EMPTY_CONTEXT.
- Table Name: INVOICE.
- Column Name: INVOICE_NUMBER.
- Click Finished.
- BN Generator: select PICTURE.
- Click Finished.
- Click Save for the business number range you just entered.
- Create a new business number range similar to the one above.
- BN Range ID: An ID, such as INV_NUM_DEFAULT.
- BN Rule ID: Click the New icon to create a new BN rule ID. Then enter the following:
- BN Rule: INV_NUM_RANGE_DATE
- Default: do not select the check box.
- Rule Definition: {dddddddd:id=1}-{nnnn:contexts=1:start=1}.
- BN Type: select the one created above (INV_NUM_RANGE_TYPE).
- BN Generator: select PICTURE.
- Click Finished.
- Click Save for the business number range you just entered.
- Create a new business number named range event by entering thresholds at which to send warnings:
- Description: Enter any description, for example INV_NUM_WARNING.
- Warning Level: 1
- Warning Threshold: Enter 50 to send a warning when number left in range is less than 50.
- Max Warning Events: Enter 3 to indicate the number of warnings after the threshold is surpassed.
- Click Save.
- Enter contact information which includes Contact, Communicator, Method, and Involved Party Qualifier.
- Click Save.
- Click Finished.
Related Topics
Configuring and Using the Business Number Generator
Creating a New Business Number Rule Definition
Generating Reference Numbers by Agent Actions