Difference between revisions of "Object codes"
Aleksandra.d (talk | contribs) (→Update object codes) |
Aleksandra.d (talk | contribs) (→Update object codes) |
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This will open the '''Update code prefixes''' page: | This will open the '''Update code prefixes''' page: | ||
| − | [[ | + | [[File:Invoice prefix.png|border|550px]] |
Having edited all the necessary prefixes press the "'''Update'''" button to save changes. | Having edited all the necessary prefixes press the "'''Update'''" button to save changes. | ||
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<span style="color:red">'''Note:'''</span> You won't be able to go back to normal numbering after you register the first project with your number, as the number of the next project cannot be lower than the number of the last existing project. It applies to all objects in the system (invoices, quotes, jobs, etc.) | <span style="color:red">'''Note:'''</span> You won't be able to go back to normal numbering after you register the first project with your number, as the number of the next project cannot be lower than the number of the last existing project. It applies to all objects in the system (invoices, quotes, jobs, etc.) | ||
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| + | To change the invoices' id and prefix, please go the <U>'''[[Legal entities#Individual invoice codes|Legal entity]]'''</U> page. | ||
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| + | Press the '''"Update"''' button for the respective legal entity, enter the invoice number, prefix, and press '''"Update"''': | ||
| + | |||
| + | [[File:Le invoice numb 2.png|border|500px]] | ||
Revision as of 11:44, 19 October 2020
Object codes page: https://cloud.protemos.com/account/object-codes
Here you can set the number of your next quote, quote request project, payment, job etc.
To update the next object identification number or object code prefix press the "Update next IDs" or "Update code prefixes" button correspondingly:
Update object codes
Update next IDs page: https://cloud.protemos.com/account/code-id
Update code prefixes page: https://cloud.protemos.com/account/code-prefix
1. To update the next object identification number press the "Update next IDs" button.
It will bring you to the Update next IDs page:
Having edited all the needed IDs press "Update" to save changes.
For example, if you want to code them by year and month, you can set something like 2017080001.
2. In order to update the object code prefix press the "Update code prefixes" button.
This will open the Update code prefixes page:
Having edited all the necessary prefixes press the "Update" button to save changes.
For example, by setting the next project ID= "2017080001" and the project code prefix = "Pr" the number of the following project will look like on the picture below:
Note: You won't be able to go back to normal numbering after you register the first project with your number, as the number of the next project cannot be lower than the number of the last existing project. It applies to all objects in the system (invoices, quotes, jobs, etc.)
To change the invoices' id and prefix, please go the Legal entity page.
Press the "Update" button for the respective legal entity, enter the invoice number, prefix, and press "Update":
