Difference between revisions of "Object codes"

Latest revision as of 13:47, 13 September 2022

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, click the "Update next IDs" or "Update code prefixes" button correspondingly:

Update object ID

To update the next object identification number click the "Update next IDs" button.

It will bring you to the Update next IDs page:

Having edited all the needed IDs click "Update" to save changes.

Note: You can increase the next object ID, but you won't be able to go back to normal numbering after you register the first project with this 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, click the "Update code prefixes" button.

This will open the Update code prefixes page:

Having edited all the necessary prefixes, click the "Update" button to save changes.

Update invoice id and prefix

To update the invoices' id and prefix, please go the Legal entity page.

Other settings

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

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