Number sequence

Adding and managing number series is done via the Organization settings environment of Source to contract. Navigate via the Organization settings button and then in the Contract management module to the 'number series' environment.

Add number sequence

A contract ID can be generated automatically by linking a number series to the contract field 'contract id'.

1. Click on 'Management' at the top right.

2. Click on the 'Settings' menu.

3. Click on the 'Self-defined fields' tab.

4. Click on 'Add number series' at the top right.

5. Enter a name for the number series to be created. Optionally, a label for sorting and a description can also be entered.

6. For current value, enter the current value of the number series. Note: If the next value is to be 1000, enter 999 as the current value.

7. Click 'Save' at the top right. The created number series appears under the 'Number series' button at the bottom of the list of the self-defined fields.

Adjust number series

1. Click on 'Management' at the top right.

2. Click on the 'Settings' menu.

3. Open the 'Self-defined fields' tab.

4. Click on the name of the number series to be adjusted.

5. Click on 'Edit' at the top right and adjust the desired fields.

6. Click 'Save' at the top right.

Delete number series

1. Click on 'Management' at the top right.

2. Click on the 'Settings' menu.

3. Open the 'Self-defined fields' tab.

4. Click on the name of the number series to be deleted.

5. Click 'Delete' at the top right.