4.1 Create Definition
The Create Definition page facilitates you to create a definition using which system generates the numbers automatically for different entity types. While creating a definition, you can specify various parameters based on which the system should generate a number for an entity type.
You can create only one definition for an entity type, product processor, and branch combination. This means when a definition is created for generating auto numbers, all the numbers for an entity type of the accounts received from the specified product processor and branch, are generated based on the definition created for the same.
You can create definition for generation of auto numbers for entity type - Case Number.
Table 4-1 Field Description: Create Definition
| Field Name | Description |
|---|---|
| Product Processor | Indicates the product processor.
The auto numbers are generated for the accounts received from the selected product processor. |
| Branch | Indicates the branch name.
The auto numbers are generated for the accounts of the selected branch. |
| Entity Type | Indicates the entity type for which the auto number should be generated using the definition.
The option is Case. By default, the option selected is Case. The auto numbers are generated for the selected entity type for the accounts received from the specified product processor for the selected branch. The generated auto number is displayed or available in a list for selection for entity type fields wherever it appears in the system. |
| User Sequence # Reset Frequency | Indicates the frequency at which the system should reset the auto number generation logic for an entity type.
The options are:
|
| Max Length | Indicates the maximum length of the number that is generated. |
| Length | Toggle to indicate whether system should generate number with variable or fixed length.
If Variable is selected, system generates number that is of variable length but up to the maximum length specified in the Max Length field. If Fixed is selected, system generates number equal to the maximum length specified in the Max Length field. |
| Add Check Digit | Toggle to indicate whether system should add a check digit at the end of the auto number generated for the selected entity type.
Note: If this toggle is enabled, system checks that length of all the units and check digit together is not greater than the maximum length specified in the Max Length field. |
| <Unit Details> | This section is used to specify what the number should constitute and the sequence of the same in the auto number to be generated. |
| Sequence | Indicates the sequence of the unit in the auto number generation logic. The value of the unit appears in the generated auto number as per the sequence number.
By default, when you add a row it displays the sequence number. If you add multiple rows, system automatically provides a sequence number depending on the number of rows added in the table. You can modify the sequence number based on how you want the values of the unit should appear in the auto number to be generated. The sequence number must be unique for each unit. |
| Units | Indicates the unit with which the system should generate the number.
The options are:
For example, if you select Constant and specify AN as the value in the Value field with sequence as 1 for entity type as Case. In this scenario, auto number generated for all the case numbers will start with AN as a constant value. Note: This list displays options based on the selected entity type. By default, Constant is selected. You can add one or more units for generating auto number for an entity type. However, ensure that the total of values specified for each active unit is less than or equal to the maximum length specified in Max Length field. It is mandatory to add and enable the System Sequence Number > Length unit. And it must be numbered last in the sequence if more than one units are added. |
| Value | Indicates or displays the length of the unit.
For the following options in the Unit field, it displays the values by default and you cannot edit the same.
Note: Ensure that the total of the values specified for all the active units is less than or equal to the maximum length specified in the Max Length field. |
| Enabled | Toggle to indicate whether the unit is active.
Note: System uses only the active units for generating auto numbers. |
Parent topic: Auto Number Generation