Add Batch Numbering Schemes

You can create two types of numbering schemes: manual or auto-generated.

  • To enter a batch number as you create batches, add a manual numbering scheme. The batch number options are disabled and you specify only the exception identifier.

    Note: Integration and import batches can't use a template that uses a manual numbering scheme.

  • To let Altru automatically assign numbers to new batches, create an auto-generated numbering scheme. You can define the batch identifier and date formats, as well as the order they display.

  1. From the Batch page in Administration, select Batch entry.

  2. Under Configuration, select Batch numbering schemes.

  3. Select Add.

  4. 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.

  5. In the Type field, select how the batch number scheme will be created. If you select “Manual,” the options under Batch number are disabled and you can only specify the exception identifier.

  6. Under Batch number, select whether to include a batch identifier and/or date in the automatically generated batch numbers.

  7. In the Order column, select the order in which each selected element appears in the batch number.

  8. In the Details column, enter the default settings for each selected element.

  9. In the Next sequence field, enter the first number to use when Altru starts to create batches with the numbering scheme. You can also select a separator to use between the batch elements.

  10. In the Leading zeroes field, select the number format for the batch number sequence. The program formats leading zeroes based on the number used in next sequence. For example, if next sequence is 99 and leading zero format is 0#, the batch number will be 100. The batch number is not restricted to two digits. The number of zeroes plus the # sign represent how many digits will show initially. If the next sequence number is not that many digits, leading zeroes are used. The leading zeroes format does not restrict the sequence to that many digits; it simply requires at least that many digits.

  11. If 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 batch elements.

  12. If you select to include the date the batch is created 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 elements.

  13. 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, if you select this option, the number of the second exception batch generated when you commit a batch would be the original batch number followed by “2.”

    • To use a label to specify an exception batch, you can enter a number in the Exception identifier field. This will appear between the original batch number and the number of the exception batch.

    Note: Before you save the numbering scheme, verify the batch numbers are formatted correctly in the preview fields.

  14. Select Save.