Setting up automated Client Codes

Last modified 07:46, 24 Apr 2017

Overview

Automatically generated client codes can be based on two types of algorithms.

  • Client Code (based on client details)

  • Next code number in sequence

The Next Code Number in Sequence takes precedence. To generate codes based on a Client Code algorithm, ensure that in the Maintenance Client/Supplier Client Creation Settings window, the Algorithm column for the Next code number in sequence row is left blank.

Set up a Client Code algorithm

  1. From the main menu, select Maintenance > Client/Supplier > Client Creation Settings.

  2. On the Client Creation Settings window click the ellipsis in the Algorithm column.

  3. On the right side of the Algorithm window, select from the following options:

  • All: Select All if you want all the available characters to be included in the automatically generated client code. The available characters will depend on the code you select in the left side of the window.

  • Character: Enter the specific characters to be used.  For example, if you want the first and third characters of the code to be used, enter 1,3.  When you select a code, say Partner Code, from the left side of the window, the block at the top of the window will display the algorithm: [PC - 1,3]

  • Characters: Enter the range of characters to be used and then double click the code to be used.  For example, of you enter the range 1-3 and then select the Partner Code, the algorithm [PC – 1/3] is displayed in the block.

  1. Double click a code option (e.g. Partner CodeClient Company, etc.) to include it as part of the Client Code Algorithm.

To set up a sequence algorithm

  1. From the main menu, select Maintenance > Client/Supplier > Client Creation Settings.
    The  opens.

  2. In the Client Creation Settings window, in the Algorithm column, in the row for the Next Code Number In Sequence enter the number that will be used for the next client code.
    For example, if you enter 1001, the next client code will be 1001 when you click Auto in the client creation wizard.  The number will be incremented by one every time the Auto button is clicked, and the next client code generated will be 1002.

Note

You will not be able to pad the client code with zeros as the zeros will be discarded and the next client code to be created will be the number supplied in the Algorithm column, without the zeros.
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