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System Setting   >   Document Numbering Setting

Document Numbering Setting

Create or delete Document Numbering Setting information

Document Numbering Setting 1 eng.png
  • [+]: Add one more Doc Type

  • [-]: Deduct one more Doc Type

  • System Doc Type: All document types are preset in the system

  • Numbering Type: One document can have various numbering type setting

  • Description (E): English description of Doc Type

  • Description (C): Chinese description of Doc Type

  • Prefix Type: First part of numbering setting, press button to choose the following:

    • Hard Code: This section can input 1 – 6 characters (e.g. INV) and must be entered

    • Cust. / Supp. Code: First part of a document number. If an invoice is created for Cust. / Supp code - AA01, the first part of that invoice’s numbering format will be “AA01”

    • Year: First part of the numbering is the year, e.g. 2016, updated annually

    • Year Month: First part of the numbering is the year and month, e.g. 201606, updated monthly

  • Prefix: Enter the first letter here if Hard Code is chosen

  • Delimiter: Can use “-” or “/” to divide a document’s numbering

  • Suffix Type: Second part of the numbering setting (please refer to Prefix Type for detail)

  • Follow: If it includes Year or Year Month, it is generated by System Date or Document Date

  • System Date: The numbering of a September’s invoice created in October is “INV201610xxx”

  • Document Date: The numbering of a September’s invoice created in October is “INV201609xxx”

  • Start No.: The first document’s numbering. If the starting no. is “1”, it will be “INV201609001”

  • No. of Digit: Digit setting of document’s numberings, 6 digits at most

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