Configuring Company ID Generation

Configuring ID Generation for a Company ensures that the ID generation pattern is applied every time you create a Company.

Configuring Company ID Generation involves two steps:

1. Add Identification: This step involves configuring basic details of the Company ID like name, description, and so on.
2. Setup ID Generator: This step involves setting the pattern that the Company IDs should follow.

To create an ID Generation Configuration for a Company, follow this procedure:

Note:

Select a Config ID before performing the following procedure.

1. From Application Navigation, select Configuration, and then select ID Generator, and then select Company.
2. Select Add.
3. In the Add Identification page, enter the following attributes:
   1. Name: Enter the name of the company.
   2. Long Name: Enter the full name of the company.
   3. Description: (Optional) Enter a meaningful description of the company.
4. Select Continue. This opens the Setup ID Generator page.
5. In the Attributes section, select Add to add a new Generation Type for the company identifier. The Generation Type decides whether the identifier has to be generated automatically or manually.
   1. Select either Auto or Manual in Generation Type.
   2. (Optional) Select the maximum length for the Company ID from the list in Max Length / Value. All values from 1 to 16 are available for selection. This field appears only when you select Manual in the previous step.
   3. (Optional) Select the delimiter to be used in the Company ID from the list available in Delimiter Type. The values available are: !, @, #, %, &, *, and -.
   4. Select Done. This takes you back to the Setup ID Generator page.
6. Under the Components section, select Add to start adding components for the Company ID.

   Note:

   A Company ID would require more than one component.
7. From the Choose Component Type options, select a value and then select Continue. The possible options for component types are:
   • Static: Enter Static Name / Value and select Done.
   • Sequence: Turn Padding Indicator ON or OFF to choose whether to pad with zeroes on the left. Enter the number with which the sequence starts in Starts With and how it is incremented in Incremented By. Also enter the maximum value of sequence in Max Value and select Done.
   • CheckDigit: Select Mod10 or Mod11 under Algorithm section. Enter appropriate values for Transpose and Weight and select Done.
8. Select Continue. This validates the ID generation pattern that you configured for the Company and if valid, saves the configuration.

Once you have configured the Company ID Generation, you need to associate this configuration with a tenant (Non-Production). After the Company ID Generation configuration is associated with the tenant, you can start creating companies in the application.