The table below explains the items on the Add a batch numbering scheme screen. For information about how to access this screen, see Add Batch Numbering Schemes.
|
Screen Item |
Description |
|
Name |
Enter a unique name to help identify the numbering scheme. For example, enter a name related to the type of batch that will be used with this numbering scheme. |
|
Type |
Select how the batch numbering scheme will be created. Your choices include “Auto-generated” or “Manual.” When you select “Manual,” options under Batch number are disabled and you can only specify the exception identifier. When you create an ‘Auto-generated’ numbering scheme, you can define batch identifier and date formats, and the order in which they appear. The program assigns batch numbers for new batches automatically. |
|
Batch number |
Select whether to include a batch identifier and date in the automatically generated batch numbers. To include these elements, select the corresponding checkbox. |
|
Order |
Select the order in which each selected element appears in the batch numbers. |
|
Details |
In the Details column, enter the default settings for each selected element. In the Next sequence field, enter the first number to use when the program starts to create batches with the numbering scheme. You can also select a separator to use between the batch elements. In the Leading zeroes field, select the number format for the batch number sequence. For example, if the next sequence is 99 and the leading zero format is 0#, the batch number is 100. The batch number is not restricted to two digits. When you select to include a batch identifier in the batch number, in the Batch identifier field, enter the text to appear in batch numbers generated with the scheme. You can also select a separator to use between the elements. When you select to include the batch creation date in the batch number, in the Date field, select the format in which to display the date such as MM-DD-YY. You can also select a separator to use between the batch identifier. |
|
Exception batches |
Under Exception batches, select the type of batch number to assign to exception batches generated when you commit batches. To use the selected numbering scheme to generate a new batch number for the exception batches, select Use the next available batch number. To use the number assigned to the original batch with a sequential number to indicate its order in exception batches generated from the batch, select Use the original batch number and append an exception sequence. For example, when you select this option, the number of the second exception batch generated when you commit a batch is the original batch number followed by “2.” To define a marker to appear between the original batch number and the sequential number to indicate the batch is an exception batch, enter a number in the Exception identifier field. |