5.1.1 Create a Definition

This topic describes the information about Create a Definition.

For creating a definition, user need to specify details, such as product processor, branch, and entity type.

To create a definition:

  1. From the main menu, navigate to Collections and then click Maintenance.
  2. From the Maintenance menu, click Auto Number Generation and then click Create Definition.
    The Create Definition page appears.
  3. From the Product Processor list, select the product processor for which user want to generate the auto numbers for the entity type.
  4. From the Branch list, select the branch for which user want generate the auto numbers for the entity type.
  5. From the Entity Type list, select the entity type for which you want generate the auto numbers for the accounts received from the product processor for the selected branch.
  6. In the Max Length field, enter the maximum length of the auto number to be generated.
  7. In the Length field, toggle the switch as required to indicate whether the system should generate number with variable or fixed length.
  8. In the Add Check Digit field, toggle the switch as required to indicate whether the system should add a check digit at the end of the auto number to be generated for the selected entity type.
  9. Click plus.

    A row is added in the unit details table. User can add one or more rows to add the units based on which the system should generate the auto number.

  10. From the Units list, select the System Sequence Number > Length option.
    It is mandatory that the System Sequence Number > Length unit is enabled and must be numbered last in the sequence order if more than one units are added.
  11. In the Value field, enter a value for the option selected.
  12. If user add more than one units, edit the default sequence number in the Sequence field for the units added depending on the order in which user want the value of the units to appear in the auto number to be generated.
  13. In the Enabled field, enable the toggle switch of the units to be used for auto number generation.
  14. Click Validate Sequence.
    A message appears showing the sample auto number generated based on the selected active units. It also indicates whether the number generated is valid.
  15. Click Save.
Once the definition is created, user can view the same using the View Definition page. Upon creation, the authorization status of the definition is Unauthorized and the record status is Open. After a definition is created, it must be authorized to be effective in the system.

Parent topic: Create Definition