Register Change Numbering Rules

Explanation

This activity is used to create and maintain numbering rules that are used for the contract change orders (CCO). The requirement of CCO numbering may differ for each customer, therefore this is useful when you need to create individual contract numbering to enhance the grouping of similar change orders.

Numbering within IFS Contract Change Management is not unique, hence it is possible to have several records with the same change order number. When the change type, sub contract, sales contract or project on the CCO is changed the number will be regenerated based on the available numbering rules. The change order sequence is always unique and is the same even after the regeneration of the change order number.

Depending on the value selected for the Numbering Sequence Type field there are two ways for the numbers to be generated:

• When the value for the Numbering Sequence Type field is set as Sequence No it is possible to have numbers generated in a sequential order independent of what the change order is about.
• When the value for the Numbering Sequence Type field is set as Sequence Per Object the system will generate a individual numbering series for each type of object (i.e. sub contracts, sales contracts or projects). It is possible to have the change number 0001 for a specific sub contract, and then automatically generate number 0002 when the next change is created for the same sub contract (changes to other objects will not break the numbering series for one object. The change source of the change type for the CCO controls the object the numbering is based on.
  E.g. a CCO created with the Customer change type and the sales contract A in the header will received 0001 as the change order number. When the next CCO is created for the sales contract A it will automatically get 0002 as the change order number, independent of any other CCOs that might have been created for other sales contracts, sub contracts or projects in the meantime.

It is possible to enter new change numbering records, and to update or delete existing records at any time, but it may cause inconsistency in the numbering series.

Prerequisites

• A company should exist.

System Effects

• A new numbering rule is created.
• It is possible to leave the Change Order No field empty for a CCO, and a number will be generated automatically, if an applicable rule has been defined.

Window

Contract Change Basic Data/Change Numbering

Related Window Descriptions

Contract Change Basic Data/Change Numbering

Procedure

1. Open the Contract Change Basic Data window.
2. Click the Change Numbering tab and create a new record (F5).
3. Enter a company in the Company field for which the rule is valid.
4. Enter an ID in the Rule ID field.
5. Optionally, enter a change type for which the rule is valid in the Change Type field. If left empty, the rule will apply to the CCOs that do not have a change type or have a Change Type that does not have a rule.
6. Select the type of sequence numbering that should be used for the rule in the Numbering Sequence Type field. If Sequence No is selected, the next available number is generated for the CCO that is created next which fulfills the company and change type criterion. If Sequence Per Object is selected, numbers with individual numbering series for the individual objects will be generated.  It assigns the next available number to the CCO created next for the object that fulfills the company and change type criterion.
7. Enter a number in the Value Length field, to define the number of digits that will be used for the generated numbers. E.g. 4 will result with the first number as 0001.
8. Optionally, enter a value in the Prefix and Suffix fields. These will be added before or after respectively the number.
9. Enter a number in the Start Value field to define the starting number of the rule.
10. In the Next Value field it is possible to see the numbering value that will be given to the CCO created next which fulfills the numbering rule criterion. This is only displayed when the Sequence No is selected in the Numbering Sequence Type field.
11. When Sequence Per Object is selected as numbering sequence type it is possible to see an example of the number in the Next Value Example field.
12. Enter a number in the Priority field to give a priority of the numbering rule. 1 is the highest priority.
13. Save the record (F12).