Formats

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Sales | Purchasing | Stock | Operations | Accounting | Reports | Setup | Settings

General

If your company requires a specific numbering format for records such as customers, sales orders, parts, etc., they can be customized within the Settings menu.

How to Change a Module's Format

  1. Navigate to the Settings page.
  2. Select the module you wish to change the generated format for.
  3. Click the hyperlinked format text.
    • You will not be redirected to another page. This will simply open the text field to edits.
  4. Type the format using the key-phrases below.
    • Numbers - Use a '#' to indicate a number.
    • Letters - Use a '@' to indicate a letter.
    • Range - Use brackets '[ ]' to indicate a range of numbers or letters.
    • Literals - Enter any number, letter, or character you would like repeated as a static value.
  5. Click Save


Number Formats

Number formats are used in multiple modules to customize the way in which order or part numbers are automatically generated by the system. For example, you can customize your sales order, purchase order, and quote numbers.

  • "#" Represents a numerical character (0-9)
  • "@" Represents an alphabetical character (A-Z)
  • Using a specific character will keep that character static in the number that is generated.

Examples:

Format Generates
@@@@ AAAA, AAAB, AAAC
#### 0000, 0001, 0002
@@## AA00, AA01, AA02
A3## A300, A301, A302

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Suffixes

Suffixes are appended to the end of part numbers during the creation of configurable or collection part types.

  • Using a specific character will keep that character static in the number that is generated.
  • Add a character of your choosing (such as “-“ or “/“) at the beginning to separate the suffix from the remaining number.
  • "#" Represents a numerical character (0-9)
  • "@" Represents an alphabetical character (A-Z)

Examples:

Format Generates
/@@@@ /AAAA, /AAAB, /AAAC
/#### /0000, /0001, /0002
-@@## -AA00, -AA01, -AA02
-A3## -A300, -A301, -A302

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Date Formats

Date formats are used to control how dates appear on reports in LOCATE. The legend is as follows:

M = Month (must appear twice)
D = Day (must appear twice)
Y = Year (may appear two or four times)


Examples:

Format Generates
MM/DD/YY 12/31/17
MM/DD/YYYY 12/31/2017
DD/MM/YY 31/12/17
DD/MM/YYYY 31/12/2017

Price, Cost and Quantity Formats

These formats are based on numeric Java strings, and are predominately used to change how data is displayed on reports in LOCATE. For assistance with changing these settings, please contact us.

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