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Important

Document numbering scheme may be Site wise, Organization Unit wise or across Organization Group.Image Removed

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Prerequisites

1. The users' role must have access to the Document Numbering Scheme feature by enabling Add app operation for the feature in Admin - Security - User - Role 

1. through Admin- Utility - Manage.

Step-by-step guide

The steps are as follows:

1. Go

1. to Ginesys Web > Admin > Utilities > Document Numbering Scheme. 

1. The Document Numbering Scheme

1.  window opens.

2. Click on

1. the Actions > Add.

2. Add Document Scheme window opens.
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3. Document Information:
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   1. Name - Put in the Name of the Document Numbering Scheme. Example: Bin Adjustment, POS Bill, Transfer Out. (Mandatory Fields).

   2. Description- Put in the Short description of Document Numbering Scheme.

4. Number Generation:
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5. Number Generation Section: Generation Basis
   
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   1. Type of Document - Select the Type of Document for which you want to create Document Numbering Scheme.

1. 1.  GST Documents Invoice,

1. 1.  GST Documents Credit Note,

1. 1.  GST Documents Debit note, Excise Documents, Other Documents

1. 1. and Batch/Serial Numbering (new).

   2. Generation Basis - The range of applicability of the document numbering scheme - whether it would be applicable at Organization Group, Organization Unit or Site level (Mandatory Fields). 

      Tip
      title Important - Applicability of Batch Serial Numbering
      If the selected ‘Document Type’ is ‘Batch/Serial Numbering’, then the Generation Basis field will be disabled. Generation Basis will be auto selected as Organization Group.

      
      

   3. GenerationDependency- The field based on which the numbering would be generated - either the menu or the document to which it is tagged (mandatory fields). E.g. Delivery Challan Adhoc and Delivery Challan Against Order can both have the same Document Numbering Scheme and Delivery challans have been created in this order Adhoc, Adhoc, Against Order, Against Order, Against Order and Adhoc.

      1. If the Generation Dependency is set to Menu Wise then the DCs will be numbered as Delivery Challan Adhoc 1, Delivery

1. 1. 1. Challan Adhoc 2,  Delivery

1. 1. 1. Challan Against Order 1,  Delivery

1. 1. 1. Challan Against Order 2,  Delivery

1. 1. 1. Challan Against Order 3 and  Delivery

1. 1. 1. Challan Adhoc 3.

      2. If

1. 1. 1. the Generation Dependency is set to Numbering Scheme

1. 1. 1. Wise then the DCs will be numbered as Delivery Challan 1, Delivery Challan 2,

1. 1. 1.  Delivery Challan 3, Delivery Challan 4,

1. 1. 1.  Delivery Challan 5

1. 1. 1. and Delivery Challan 6. 

         Tip
         title Important - Applicability of Batch Serial Numbering
         If the selected ‘Document Type’ is ‘Batch/Serial Numbering’, then the field to be disabled for user modification. Generation Dependency will be auto selected as Numbering Scheme Wise.

   2. Prefix / Suffix - you can add some alpha numeric string before the original number as Prefix.
      The same can be done after the original number as Suffix.  

      Tip
      title Important - Applicability of Batch Serial Numbering
      If the selected ‘Document Type’ is ‘Batch/Serial Numbering’, clear both Prefix and Suffix format.

   3. AutoNumbersegmentlength- The length of the auto generated number -

1. 1.  1 ≥ the digit of the document

1. 1. number ≤16 (for GST documents);

1. 1.  1 ≥ the digit of the document

1. 1. number  ≤ 25 (for Other documents) (Mandatory Fields).

   2. Padding Character - Character attached with main number to make it of the specified length. 

   3. Start from - The digit from which document numbering will start; usually it is kept at "1" (The User defined texts and separators which had different fields before can now be directly used in the Prefix and Suffix.) (Mandatory Fields).

   4. The Sample Number will be generated automatically based on Prefix, Padding Character, Start from,

1. 1.  Suffix and Auto Number segment length. It allows the user a preview of how his Document numbering scheme would look.
      

2. Reset Numbering Series:
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   1. You can reset numbering series Daily (number will be reset every day), Monthly (number will be reset at the beginning of every month) Yearly (numbers will be reset at the beginning of the accounting year).

      Tip
      title Important - Applicability of Batch Serial Numbering
      If the selected ‘Document Type’ is ‘Batch/Serial Numbering’, then the entire section to be disabled for user modification. Reset Numbering Series will be auto selected as Do not Reset (new radio option introduced)

3. Click

1. on Save button to save the record. You will get a message "Record saved successfully".

Prerequisites

1. The users' role must have access to the Document Numbering Scheme feature by enabling Modify app operation for the feature in Admin - Security - User - Role 

1. through Admin- Utility - Manage.

Step-by-step guide

The steps are as follows:

1. Go

1. to Admin > Utilities > Document Numbering Scheme. 

1. The Document Numbering Scheme

1.  window opens.

2. Click on

1. the Actions > Edit.

2. Edit Document scheme window opens. 
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3. Edit the require field (You can not edit Document Type).

4. Click

1. on Save button to save the record.

2. You will get a message "Record saved successfully".

Prerequisites

1. The users' role must have access to the Document Numbering Scheme feature by enabling Delete app operation for the feature in Admin - Security - User - Role 

1. through Admin- Utility - Manage.

Step-by-step guide

The steps are as follows:

1. Go

1. to Admin > Utilities > Document Numbering Scheme. 
   

1. The Document Numbering Scheme

1.  window opens.
   

2. Select the SchemeName which you want to delete. 
   

3. Click on

1. the Actions > Delete.
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2. You will get a message "Are you sure you want to delete current Record?" If you click on Yes, the selected Scheme will be deleted and you will get a message "Record Deleted Successfully".

   Note
   You can not delete the Document Numbering scheme which is tagged with Organization Site. In that case you can extinct the record in the edit mode.