You can define number ranges and rules for the automatic creation of numbers for inquiries, agreements, and other objects.
Automatic number creation function is provided in the screens where you can create or maintain inquiries and agreements, such as:
P.30.21 Prepare RFQ
P.50.01 Agreements
P.50.07 Maintain Agreements
SM.40.01 Potential Change Orders
SM.40.02 Change Order Requests
SM.40.03 Field Work Directives
SM.40.05 Backcharges
On some of these screens, the Automatic Number button is available. If you click this button, an automatic number will be created, which overwrites the old value. This number can be updated again.
On other screens, the number is automatically generated when you click the Create ... button.
The rule that is used for the generation is either given by a rule defined on this screen or by one of the project defaults:
ZP_INQRULE - inquiry
ZP_PORULE - agreement (PO)
ZP_PCORULE - change order (CO)
ZP_CORRULE - change order request (COR)
ZP_FWDRULE- field work directive (FWD)
ZP_BCRULE- back charge (BC)
Number ranges and rules are defined on the P.10.35 Number Ranges and Rules screen.
To define a number range on the Ranges tab, enter a name for the number range in the Number Range field. In the From and To fields, you specify the start and end value of the number range. When you have already created numbers with this number range, the most recent number value is displayed in the Current Value field. The Comment field can be used to add a range description or comment.
The Number Rules tab can be used to define the way in which a number (name) is generated by means of number rules.
To define a number rule, enter the rule name in the Number Rule field and the descriptions in the Short Desc and Description fields. The rule is defined in the Rule Definition field. For the rule definition, you can use any fixed text in combination with several predefined parameters. To add parameters to the rule definition, use the LOV to select the parameters from the list of available values. The parameters listed below can be used.
PROJECT
DISC
DISC_ABBREV
DEPT
R_CODE
PO_NUMBER
ACCOUNT(n)
ZP_INQRANG
ZP_PORANG
ZP_PCORANG
These parameters must be delimited by the special character #. Free text must be entered without this special character. If you select the parameters from the LOV, the delimiters will be set automatically.
The rule parameters DISC and DISC_ABBREV will be replaced by the discipline code and the discipline abbreviation, respectively. The replacement discipline can be either the logon discipline or the discipline of the associated engineering requisition; the project default ZP_REQ_DP determines which discipline replaces the parameters.
The rule parameter DEPT corresponds to the Department field in A.20.05 User.
The rule parameter R_CODE will be replaced by the name (code, number) of the assigned engineering requisition. If more than one requisition has been assigned, the requisitions will be ordered by name and the name of the first requisition is taken. If no requisition has been assigned so far, this rule element will be ignored.
The rule parameter PO_NUMBER is valid only in the context of change order requests. PO_NUMBER will be replaced by the name (code, number) of the agreement to which the created change order request will be assigned.
The n in the rule parameter ACCOUNT(n) stands for any positive number. The parameter ACCOUNT(n) will be replaced by the first n characters of the account code of the requisition on which the inquiry is based. Account code means the account code stored directly on a requisition. ACCOUNT(n) will be replaced by '' if no account code has been assigned to the requisition. If more than one requisition is associated with the inquiry, the requisitions will be ordered by name (code). The account code of the first requisition will be a part of the inquiry or order number. Only requisitions with an account code will be taken into account.
If the project defaults ZP_INQRANG, ZP_PORANG, or ZP_PCORANG are properly set, you can assign the number range to the rule.