Generating Reference Numbers by Agent Actions

This example details configuring the Business Number Generator and an automation agent to create a reference number on an object. This example also details configuring Oracle Transportation Management to add a shipment reference number to new shipments using the format: <YYYYMMDD>-<four-digit sequence number>. These steps assume that you have already created a reference number qualifier.

1. Navigate to the Business Number Rule page: Business Process Automation > Power Data > Business Numbers > Business Number Rule
2. Click New.
3. Enter a unique BN Rule, such as "DATE REF".
4. Create a new BN Type by clicking the New icon. Then on the Business Number Type page:
   1. Enter a BN Type.
   2. Enter "EMPTY_CONTEXT" in the BN Context ID field.
   3. Click Finished and return to the BN Rule page.
5. Select the Default check box.
6. Enter the rule definition: {dddddddd:id=1}-{nnnn:contexts=1:start=1}.
7. Select the BN generator: "PICTURE"
8. Click Finished.
9. Navigate to: Business Process Automation > Agents and Milestones > Automation Agent.
10. Click New.
11. Enter a unique Agent ID, such as SHIPMENT-GENERATE REFNUM.
12. Set up agent with an agent type of SHIPMENT.
13. Set the event to be SHIPMENT -CREATED.
14. Click Save to save the event.
15. Click View/Enter Actions.
16. Click Add Action.
17. In the Agent Action Selection window, select GENERATE REFNUM from the Action drop-down list.
18. Select desired reference number qualifier, such as BM.
19. Select the BN Type created above (DATE REF).

    Note: The BN Type may optionally be left blank and instead specified on the Reference Number Qualifier.

20. Click Save.
21. Click Finished.