How do I Customize Contract Number Generation?

Updated on December 21, 2016 09:56PM by Admin

Indicate whether you want to manually specify or automatically generate Contract number, while creating a Contract.

Steps to Generate Contract Number

  1. Log in and access Contract App from your universal navigation menu bar.
  2. Click on "More" image result for more icon icon and select “Settingsimage result for settings located at the app header bar.
    contract settings
  3. Select "Contract" drop down. Click on "Numbering" from left navigation panel.
  4. Enable "Auto Generate” by clicking on "Toggle ON" option and specify:
    • Prefix - Prefix should be added to Contract Number.
    • Starts with - Starting number of Contracts.
    For instance:
    1. You can choose either “Static Text” or “Year Of Contract Date”.
    2. If you choose static text, Prefix - Con_ABC and Starts with -1000
    3. If you choose Year Of Contract Date , Prefix would be current year and Starts with - 1000.
    4. So your Contract Number starts from "Con_ABC1000".
  5. You can also manually provide contract numbers by opting "Toggle OFF" for "Auto Generate".
  6. All your changes will be auto updated.

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