For a select group of sequence series types (e.g., purchase orders, returns, merchandise requests, mail order numbers, and merchandise transfers) you have the option to apply a shared sequence series to all three subsystems (e.g., textbooks, trade books, GM) or to define a separate series for each subsystem.
If you choose to use separate sequence series types, you can set up multiple sequence series within subsystems. For instance, you could have one series for manually created textbook POs and a different one for autogenerated textbook POs. You could also define different PO sequence series parameters within a subsystem for different buyers to use. You would add these new sequence series records in the Sequence Series module in PrismCore Admin.
To add a new sequence series:
1. Access the Sequence Series module.
2. From the Store Location toolbar, select 'Selected Store Locations' or the individual store location for which you want to modify the sequence series.
3. From the Select Sequence Type combo box, select the sequence type to which you want to add the new sequence series (e.g., Purchase Orders, Returns).
4. The parameters for the 'Shared' sequence series for that type display in the frame below the Select Sequence Type combo box. Click the Insert Record button 
.
5. A new Sequence Series record displays. Its description is blank, and the rest of the fields are disabled or contain default settings. Enter the description and change the data in the enabled default fields, as appropriate.
FieldInput
Description |
|
Use this series for autogenerated tasks |
This checkbox is checked on the default sequence series for all three subsystems. It can be checked on only one series per subsystem. If you add a new sequence series for a subsystem, you can check this box on the new series. If you check the box on the new series, it is checked and grayed out on the new series and it becomes unchecked and available to be checked on the original series record. |
Subsystem |
From the combo box, select the subsystem for which the series should be used (e.g., Textbook, Trade Book, or General Merchandise). You can have more than one sequence series per subsystem (e.g., one for autogenerated textbook POs and another for manually created textbook POs.) |
Start Number |
Enter the number to be used for the first number in the sequence series. |
Next Number |
Enter the number to be used for the next number in the sequence series. This is the number that will appear on the next record you create for the sequence type. |
End Number |
Enter the number to be used for the last number in the sequence series. When this number is reached, the sequence starts again from the Start Number. The end number is typically all 9's and is the number of digits indicated in the series template (e.g., if the template is PO######, the end number is 999999). |
Template |
Enter the template to define the form of the number in the sequence series. At a minimum, the template consists of a series of # signs. Each # sign represents a numerical character, and you can put alpha/numeric characters before or after the # signs in order to be able to distinguish one sequence series from another. For example, the template for discrepancies could be DSR-######, while the template for Tradebook POs could be PO-######TR. |
NOTES:
Click the button if you want PrismCore to set the Next Number for you by calculating the next available number not already used in the sequence series.
It is very important that templates be unique for each sequence series for each sequence types. For instance, if you have a series of PO######TR1 for manually created trade book POs, you would need to be sure to use a different template for autogenerated trade book POs. This will prevent the system from trying to assign duplicate PO numbers.
When the system uses the parameters to create a series number the numbers in the Start Number, Next Number and End Number fields will be left-padded with zeroes to match the number of numerical characters defined in the Template field (e.g., '1' might become '000001' in the final document number.
6. When you are done modifying the record, click the Save Record button
.