This article describes how to tag the Document Numbering Scheme.
Prerequisites
The user must have the right to allow tagging.
The Document Numbering Scheme to be tagged must exist.
Step-by-step guide
The steps are as follows:
Go
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to Admin > Utilities > Document Numbering Scheme.
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The Document Numbering Scheme
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module opens.
Now select the Document Numbering Scheme you want to tag and click on
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the Tag
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button.
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If the Document Numbering Scheme is for the Web Application, then select the desired module in
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the Web Application
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tab. If the Document Numbering Scheme is for the Desktop Application, then select the desired module in
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the Desktop Application
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tab.
Click
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on Save button if you have to tag other schemes too or else click on Save & Close
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button.
Tip title Important information Note: After tagging to the appropriate document, the Numbering Scheme must be assigned to required Organization Sites. Otherwise, the document numbering scheme will not be available to the tagged documents.
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Warning
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icon
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Block name for ‘Available Document Numbering Scheme’ to be renamed to ‘Available Numbering Scheme’
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Column name for ‘Document Numbering Scheme’ to be renamed to ‘Numbering Scheme’
false title Alert - Restriction for Tagging of Batch/Serial Type Numbering Scheme List of Numbering Schemes displayed for tagging with ERP menu
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will not display such schemes where, ‘Document Type’ = ‘Batch/Serial Numbering’
To go back to the main page click on How To: Manage Document Numbering Scheme in Ginesys ERP Admin