Object codes

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Revision as of 11:46, 19 October 2020 by Aleksandra.d (talk | contribs) (Update object prefix)

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


General infomration

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:

Obj codes.png

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:

New id.png

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.

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:

Invoice prefix.png

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:

Codes and prefixes example.jpg

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":

Le invoice numb 2.png