Configure contract numbering in Financial

The contract counter has been set by default, so that Profit can automatically determine the contract numbers and reset the counter range each year. You cannot add or remove this counter. You can however view this counter, and change it as needed.

Points of attention:

  • Based on Contract start date, Profit determines the right counter range. If the start date for a contract is still empty, then the counter range is determined on the basis of the system date. If the start date changes to a different year, Profit retrieves a new range.
  • A counter always applies per administration. The counter applied in the contract is the counter of the contract for administering the contract. If the administration in the contract changes, Profit retrieves the new counter from the other administration.
  • If no counter is defined for the administration, then no counter is suggested when creating a contract. In that case, the Contract number remains empty.
  • A maximum of one counter can be created for a contract per administration.
  • By default, a counter is supplied for contracts for each administration: C[AAA]-[JJJJ], length 15.

To view or change the contract numbering in Financial:

  1. Go to: General / Configuration / Numbering settings / Counters.

    In the Start, End, Leading and Current columns, you see the values of the range that is active for the counter on today's date.

  2. Open the counter properties..
  3. Go to the tab: General.

    You see the general settings for this counter:

    • By default the total length of the counter for contracts is 15 characters.
    • For Leading (tags), by default the counter has been set to the letter 'C', the sequence number of the administration (administration tag), and the year (year tag) as the leading characters: C[AAA]-[JJJJ]
    • The Automatically add new range after end date check box is not selected. If you select this check box, Profit automatically renews the ranges each year. With this setting, Profit automatically adds a new range one year in advance. Profit does this in accordance with the operation of the automatic update of the period tables. When you use this counter, the correct year is automatically shown in the counter, for example: C001-201600001, C001-201600002, C001-201600003, C001-201600004, etc.
  4. Go to the tab: Ranges.

    In the Start, End, LeadingStart and Current columns, you see the values of the range(s).

    For all the years present in the period table, Profit automatically creates a range.

    In case of an automatic range Profit maintains the ranges automatically based on a year tag in the leader. You do not have to add a new range, but if you wish you can certainly change it.

  5. Click on: OK.

See also

Directly to

  1. Set up contract management in Financial
  2. Authorise contract management in Financial
  3. Configure contract numbering
  4. Administration settings for writing off a reservation or obligation
  5. Contract extension workflow