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Overview
Auto-Coding allows InFocus to auto generate codes for Projects, Opportunities, Firms, Employees and Purchase Orders. When enabled, an auto-code icon (blue wand) will appear in the Code field of the respective applet.
Using Auto Codes, you'll designate a prefix for your code, seed number and length of the code. For instance, using the following settings, InFocus would generate the code E0000 for your first entered employee.
Click here and go to the 3 minute 57 seconds mark to learn more about the Auto Coding Tab in Global Settings.
Field Descriptions
Auto Codes Header
| • | Enable Project Auto Codes - When checked, the auto code feature will be available in the Projects applet. More on Projects |
| • | Enable Opportunity Auto Codes - When checked, the auto code feature will be available in the Opportunities applet. More on Opportunities |
| • | Enable Firm Auto Codes (Client and Vendor) - When checked, the auto code feature will be available in both the Client and Vendor applets. More on Clients More on Vendors |
| • | Enable Employee Auto Codes - When checked, the auto code feature will be available in the Employees applet. More on Employees |
| • | Enable Purchase order Auto Codes - When checked, the auto code feature will be available in the Purchase Orders applet. |
Auto Codes Grid
| • | Type - The applet where Code is being generated. |
| • | Prefix - Text that will appear before any Auto-Generated code. You can use Global Variables to generate these. For example, @YEAR@ will append the current year to the code. More available Global Variables |
| • | Seed - The first code that will be used. |
| • | Pad Length - The length of the code. For example, with a pad of 4, if the code is 1, Auto-Coding will generate 0001. |
| • | Custom - When checked, the Code will require a custom query. |
| • | Custom Query - A custom query can be entered here to generate a custom code. |
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