In Restaurant365, unique identifiers are essential in maintaining the integrity of your transactional data. To allow for the easy creation of unique records, many transactions have an Autonumbering feature that is managed under the Administration application.
Security
The following permission is required to access the Autonumbering page:
Administration → System Setup → View/Edit Trx Autonumbering
These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.
Navigation
Navigation Steps
Open the Admin application.
Expand the System category.
Click Autonumbering.
Search
Navigate to pages with the R365 global search bar:
Enter all or part of the page name in the R365 global search bar.
Select the page from the results list.
Only enabled pages can be searched for. If the desired page is not enabled, contact your CSM for assistance.
Autonumbering Page
Button/Field | Description | |
|---|---|---|
1 | Transaction Type Name | The name of the transaction type. |
2 | Numbering Column | Sets the next number that will be used for the transaction in the row. |
3 | Prefix Column | Sets the prefix for the transaction types in the row. |
4 | Submit Column | Submits the changes made for the transaction type in the row. |
Managing Autonumbering Values and Prefixes
The Autonumbering page is located in the 'Administration' application . Each available Autonumbering option will be displayed on this page.
The left column contains the description of the Autonumbering option (i.e., 'Next AR Invoice #'), while the right column contains the Prefix to the Autonumbering Number (if any).
Each Autonumbering 'Number' value in R365 contains a minimum of 6 digits by default. Therefore, if the number value on this page is '1', the next Autonumbering value that would appear on the corresponding transaction would be '000001'.
When an Autonumbering value has a Prefix, the value in the Prefix column will be prepended to the number value (i.e., 'CM000001'). If the Prefix column is blank, the number will be used by itself (i.e., '000001').
To save any adjustments to the next number, or prefix, make the adjustments in the corresponding field, then click the 'Submit' button to the right of each Autonumbering line item.
Example Autonumbering Outcome
Next AR Invoice # = 83
Prefix = AR
.png "image(113).png")
AR Invoice Number = AR000083
.png "image(115).png")