Defining ID rules

To verify the ID format that you define, refer to the generated sample ID on the Sample Format field.
  1. From the menu, select Setup > ID Generator.
  2. Click New.
  3. Specify this information:
    Module
    Select the module type that is applicable to the ID rule.
    Name
    Specify a name for the ID rule.
    Description
    Optionally, provide a description for the ID rule.
    Max Length
    Specify the maximum length allowed for IDs.
    Allow Manual
    Select this check box to allow users to manually edit automatically generated IDs, that is, item number or item code, on records.
  4. To specify the string of the ID, click the Add New Row icon on the String table.
  5. Specify this information:
    Value
    Specify a value for the string.
    Length
    This field is updated automatically based on the number of characters that you used for the string value.
  6. To specify the number series of the ID, click the Add New Row icon on the Number Series table.
  7. Specify this information:
    Length
    Specify the number of digits to be added in the ID rule.
    Increment
    Specify the increment in increasing the number values in the ID series.
    Starting No.
    Specify the starting digit of the number series.
    Current Value
    This field displays the current value of the number series.
  8. To specify the contextual value of the ID rule, click the Add new row icon on the Contextual Value table.
  9. Specify this information:
    Field
    Specify the field that serves as the basis
    Use Code/Name
    Select Code or Name. This determines if the field value that will be used is the record's code or name.
    Starting Value
    Specify the starting value.

    For example, if you specify 2, the ID rule will start with the second character of the field value that you selected.

    Length
    Specify the number of characters to be used from the field value in the ID rule.
  10. Optionally, set the sequence number of each ID rule item to reorder the ID format.

    The sequence number determines where your specified ID rule item will be positioned in the ID format. To verify the ID format, refer to the Generated Sample field.

  11. Click Save.