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AutoNumber Best Practices

AutoNumbers help differentiate objects of different categories. For example, use a prefix of "ECO-" for ECOs and "ECR-" for ECRs to see at-a-glance the different types of changes.

Propel allows you to define and configure multiple AutoNumber sequences and apply each sequence to one or many categories.

AutoNumbers enforce uniqueness across their assigned fields.

Best Practices:

  • Do: Define unique AutoNumber sequences, where uniqueness is based on Prefix, Length, and Suffix.
  • Do Not: Try to use the same AutoNumber sequence definition for multiple sequences. See examples below for details on how the numbers are assigned.

 

Creating a New AutoNumber Sequence

1. Go to AutoNumbers and click New.

New_AutoNumber.png

2. Enter the AutoNumber Name, Prefix, Suffix, Length, and Next Number.

3. Click Save.

 

Assigning an AutoNumber Sequence to a Category

Note: Make sure your AutoNumber is created before assigning to a Category

1. Go to Categories and click New.

New_Category.png

2. Enter the Category Name, Type, Lifecycle, and select the AutoNumber sequence to use.

3. Optionally, customize the tab names.

4. Click Save.

 

Resetting an AutoNumber Sequence

Autonumbers will not duplicate, so if you want to use a previously used AutoNumber, the records containing the numbers need to be cleared. Simply changing the Item Number will not free the AutoNumber.

The system will use the greatest number in the sequence to determine the next autonumber. If for instance, you have three AutoNumbered parts in your system:

  • PN-0001
  • PN-0002
  • PN-0003

And you delete PN-0002, then reset PN AutoNumber's NextNumber to "1", the system will use the greatest autonumber to determine the next number (in this case PN-0003). They system will not fill in the deleted part number if there is a greater autonumber in the system.  After deleting PN-0002, the next two autonumbers created would be:

  • PN-0004
  • PN-0005

 

Understanding AutoNumber Sequences

1) Define one AutoNumber sequence with Prefix "250-", Length 4, and Next Number 1. Assign that sequence to both Capacitor and Resistor categories.

Create objects in this order:

  • Capacitor -> 250-0001
  • Capacitor -> 250-0002
  • Resistor -> 250-0003
  • Capacitor -> 250-0004
  • Resistor -> 250-0005

2) Define two different AutoNumber sequences with identical definitions but different Next Number values. Propel will use the highest number created

AutoNumber sequence 1 for Category Bolt: Prefix "300-", Length 4,  and Next Number 1
AutoNumber sequence 2 for Category Screw: Prefix "300-", Length 4, and Next Number 5000

Create objects in this order:

  • Bolt -> 300-0001
  • Bolt -> 300-0002
  • Screw -> 300-5000
  • Bolt -> 300-5001
  • Screw -> 300-5002

TIP: Regardless of if you are sharing one AutoNumber sequence across multiple categories, or using different sequences with the same definition, they are essentially sharing the sequence.

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