Difference between revisions of "Object codes"

Revision as of 15:09, 20 April 2021

Object codes page: https://cloud.protemos.com/account/object-codes

General information

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 id

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.

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.)

Update object prefix

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.

Update invoice id and prefix

To update 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":

Other settings

You can include or don't the current year in the invoice code. Press the "Update" button to change the setting:

So, the invoice codes can be with or without the current year .