Mapping numbering type to the transactions

This page allows you to map the numbering type to organizational units and transaction types. Tell me more

Select “Map Transaction” link at the bottom of the “Numbering Type Information” page.

The “Transaction Mapping” page appears.

The system displays the following in the “Numbering Pattern” group box:

Numbering Type

The numbering type to be mapped to the transaction types of the specified organizational units.

Note: The numbering type must be in “Active” status.

Num Type Description

The textual description of the numbering type.

The system lists all the organizational units and transaction types in the “Numbering Type Mapping Details” multiline.

Note: All the unique organization units and transaction types, for which the user has access rights to set up numbering pattern, are displayed in the multiline.

Org. Unit Name	The name of the organizational unit.
Transaction	The transaction type to which the numbering type has to be mapped.

Enter the following:

Applicable

Use the drop-down list box and set the field to “Yes” if you wish to map the numbering type to the transaction in the organizational unit. The system displays “Yes” by default.

Note: For an offline area, the numbering type must be unique for a transaction. This implies that a numbering type cannot be assigned to more than one transaction for an offline area.

Default Numbering Type

Use the drop-down list box and set the field to “Yes” if the numbering type must be defaulted for the transaction type in the organizational unit. The system displays “No” by default.

Note: The “Applicable” field must be set to “Yes” for at least one row in the multiline. 2) The “Default Numbering Type” must not be set to “Yes”, if the “Applicable” field is set to “No”.

Click the “Map Transaction” pushbutton to map the numbering type to the transaction type belonging to the particular organization unit. .

The system updates the status of the numbering type to “Active”.

The system also updates the “Last No generated” and “Last date generated” fields for each numbering type.

Mapping numbering type to the transactions – An overview

This page allows you to map the numbering type to organizational units and transaction types. The system displays the organization unit and the various transaction types residing in them. You can also set the numbering type as default for multiple transaction types.

For example, the numbering type can be mapped to the transaction types like customer order based invoice, debit credit note etc.

What you can do in this page

Mapping numbering type to organizational units and transactions

All unique organization unit and the transaction type combinations, for which you have access rights to set up numbering pattern, are listed by the system.

Set the “Applicable” field in the multiline to “Yes”, to map the numbering type to the organizational unit.