Set Up Organization Level Autonumbering

You use the Organization Level dialog box to specify autonumber seeds and prefixes for applications at the organization level and for site level applications if you want all the sites in the organization to be part of the same numbering sequence. See the following examples.

Example With Organization Level Application

Calendars is an organization level application and calendar IDs are unique at the organization level. If you implement autonumbering for calendars in Organization A, with a seed of 1000, then the system increments each new calendar record in the organization by one, regardless of which site generates the calendar. If calendar 1000 is inserted at Site 1, and the next calendar is inserted at Site 2, the calendar number at Site 2 will be 1001.

Examples With Site Level Application

Preventive Maintenance is a site level application and PM IDs are unique at the site level, However, you have the option of implementing an organization level sequence. You can choose to have the autonumbering work in the following three ways:

• All sites are part of the same sequence. You set the autonumbering for PMs in the Organization Level dialog box and the autonumbering works the same as with an organization level application. If PM 1000 is inserted at Site 1, and the next PM is inserted at Site 2, the PM number at Site 2 will be 1001.

• You have three sites and you want one to have independent PM autonumbering. You want sites 1 and 2 to be on the same autonumber sequence, but you want Site 3 to be independent. You set PM autonumbering to 1000 in the Organization Level dialog box. You then use the Site Level dialog box to specify an independent autonumber sequence for Site 3.

• You want all sites to have independent PM autonumbering. You use the Site Level dialog to specify autonumbering for all sites, or you use the Site Level dialog to specify autonumbering for all sites except one, and let the exception be defined by whatever you specify in the Organization Level dialog box.

To set up organization level autonumbering:

1. In the Organizations (SP) application, select the organization for which you want to set up autonumbering.

2. From the Select Action menu, select Autonumber Setup, then select Organization Level. The Organization Level dialog box opens.  

The Autonumber table window displays the organization level applications for which you can implement autonumbering, and their current seeds and prefixes.

3. Click View Details in the row where you want to define autonumbering.

Note: You can also edit directly in the table window.

4. In the Seed field, enter or edit the seed value. The default seed value is 1000.

5. If you want the autonumber  to be preceded by a standard value, for example, PR (for purchase requisition), enter a value in the Prefix field.

6. Click Close Details .

7. Enter seeds for other applications as needed.

8. Click OK.

Note: Even though you specify the numbering scheme for autonumbering in the Organizations (SP) application, it is not automatically implemented in the entity you are autonumbering. To do that you use the Database Configuration application. For the attribute (field) you are autonumbering, you must define the Default Value field to be &AUTOKEY& and reconfigure the database. For more information, refer to Database Configuration help.

See Also

Autonumbering Overview

Set Up System Level Autonumbering

Set Up Set Level Autonumbering

Set Up Site Level Autonumbering