Customize IDs

The Procurement application automatically names and numbers objects, such as Shopping Carts. The rules used by the Procurement application to generate these numbers can be customized to conform with your organization's standard procedures.

Object numbers, for which customized numbering rules can be created, include:

• Change Request Number
• Order Number
• Shopping Cart Number
• Blanket Order Number
• Blanket Order Release Number

The customized numbering rules allow each object number to include:

• An optional fixed prefix
• A variable sequence number
• An optional fixed suffix

These three components can be formatted using a method selected from a number of options.

Change Request Number

1. In the expanded Tree Menu, select Organizations | Buying Organization Name | Attributes | Customize Change Request Number.

The Advanced Administration Application displays the Customize Change Request Number form.

2. Click in the Change Request Prefix text box, and type a fixed text or number string to precede the variable portion of every Change Request number.
3. Click in the Change Request Suffix text box, and type a fixed text or number string to follow the variable sequence number of every Change Request number.
4. Select a rule for formatting Change Request numbers from the Change Request Rule drop-down menu.
5. Click [Save] to save the entered data.

Order Number

1. In the expanded Tree Menu, select Organizations | Buying Organization Name | Attributes | Customize Order Number.

The Advanced Administration Application displays the Customize Order Number form.

2. Click in the Order Prefix text box, and type a fixed text or number string to precede the variable portion of every Order number.
3. Click in the Order Suffix text box, and type a fixed text or number string to follow the variable sequence number of every Order number.
4. Select a rule for formatting Order numbers from the Order Rule drop-down menu.
5. Click [Save] to save the entered data.

Shopping Cart Number

1. In the expanded Tree Menu, select Organizations | Buying Organization Name | Attributes | Customize Shopping Cart Number.

The Advanced Administration Application displays the Customize Shopping Cart Number form.

2. Click in the Shopping Cart Prefix text box, and type a fixed text or number string to precede the variable portion of every Shopping Cart number.
3. Click in the Shopping Cart Suffix text box, and type a fixed text or number string to follow the variable sequence number of every Shopping Cart number.
4. Select a rule for formatting Shopping Cart numbers from the Shopping Cart Rule drop-down list.
5. Select a rule for formatting Shopping Cart names from the Shopping Cart Name Rule drop-down list.
6. Click [Save] to save the entered data.

Blanket Order Number

1. In the expanded Tree Menu, select Organizations | Buying Organization Name | Attributes | Customize Blanket Order Number.

The Advanced Administration Application displays the Customize Blanket Order Number form.

2. Click in the Blanket Order Prefix text box, and type a fixed text or number string to precede the variable portion of every Blanket Order number.
3. Click in the Blanket Order Suffix text box, and type a fixed text or number string to follow the variable sequence number of every Blanket Order number.
4. Select a rule for formatting Blanket Order numbers from the Blanket Order Rule drop-down list.
5. Click [Save] to save the entered data.

Blanket Order Release Number

1. In the expanded Tree Menu, select Organizations | Buying Organization Name | Attributes | Customize Blanket Order Release Number.

The Advanced Administration Application displays the Customize Blanket Order Release Number form.

2. Click in the Blanket Order Release Prefix text box, and type a fixed text or number string to precede the variable portion of every Blanket Order Release number.
3. Click in the Blanket Order Release Suffix text box, and type a fixed text or number string to follow the variable sequence number of every Blanket Order Release number.
4. Select a rule for formatting Blanket Order Release numbers from the Blanket Order Rule drop-down list.
5. Click [Save] to save the entered data.