This article describes how to tag Document Numbering Scheme.

Prerequisites

1. The user must have the right to allow tagging.
   
   
2. The Document Numbering Scheme to be tagged must exist.

Step-by-step guide

The steps are as follows:

1. Go to Admin > Utilities > Document Numbering Scheme. The Document Numbering Scheme module opens.
   
   
2. Now select the Document Numbering Scheme you want to tag and click on the Tag button.
   
   
   
3. If the Document Numbering Scheme is for the Web Application, then select the desired module in the Web Application tab. If the Document Numbering Scheme is for the Desktop Application, then select the desired module in the Desktop Application tab.
   
   

4. Click on Save button if you have to tag other schemes too or else click on Save & Close button.

   1. 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.

5. Restriction for Tagging of Batch/Serial Type Numbering Scheme

   • Block name for ‘Available Document Numbering Scheme’ to be renamed to ‘Available Numbering Scheme’

   • Column name for ‘Document Numbering Scheme’ to be renamed to ‘Numbering Scheme’

   • List for Numbering Scheme displayed for tagging with menu should 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