01What it is
Document numbering sets how the number of each of nine document types is built: enquiries (ZAP), quotes (WYC), projects (ZLE), requirements and orders (ZAM), scope changes (ZAK), goods issue notes (WZ), stock transfer notes (MM), inspection reports (PP) and handover protocols (PO).
In automatic mode the number depends on the reset: yearly gives the prefix, the year and a four-digit number, monthly adds the month, and with no reset the number has five digits. Each next number is issued within your company only.
Once the first number has been issued, the mode of that document can change at most once every 24 hours.
- PREFIXES
- You recognise the document type from the first letters of the number.
- NUMBERING RESET
- Yearly, monthly or none.
- CUSTOM PATTERN
- Placeholders for prefix, company, date and number.
02What it is for
Numbers your way
A custom pattern keeps the number layout you already use.
New year, new series
A yearly or monthly reset starts numbering again.
No guessing
The preview shows the next number before you save.
03Main options
Each document type has a numbering mode, a reset period and a preview of the next number.
A number by reset period
The pattern follows the chosen reset period.
- Yearly reset: prefix, year and a four-digit number, for example WYC/2026/0001
- Monthly reset: prefix, year, month and a four-digit number
- No reset: prefix and a five-digit number
A number laid out your way
A pattern of placeholders, up to 180 characters. A clicked placeholder is inserted at the cursor.
- Placeholders: {prefix}, {workshop}, {year}, {month}, {day}, {nr}, {nr:4}
- The pattern must contain {nr}
- A yearly reset needs {year}, a monthly reset needs {year} and {month}
04Tasks step by step
- STEP 1Open Settings › Document numbering and find Projects.
- STEP 2Choose the monthly reset and check the Next number preview.
- STEP 3Save. If a number has already been issued, the next mode change is possible after 24 hours.
- STEP 1Choose the Custom pattern mode and build it from placeholders, for example {prefix}/{year}/{nr:4}.
- STEP 2Check the preview under the field and save.
05Actions
The most common tasks around numbering.
Numbering reset
Yearly, monthly or none.
Custom pattern
A number made of placeholders.
Next number
Preview before saving.
06What it connects to
Choose a module to see where the numbers go.
Inspection reports
Inspection reports have the PP prefix.
Go to the topicInspection reportsStock documents
Stock documents have the WZ and MM prefixes.
Go to the topicStock documentsOrders
Requirements and orders have the ZAM prefix.
Go to the topicOrders