IPM Numeration Settings

In the IPM Numeration Settings section, you can view and customize the numbering system used in IPM Documents. The default numeration settings for IPM are job number-document number, for example 002-0045. However in IPM Numeration Settings you can modify the following settings:

  • The Field Size, or number of digits in the number to accommodate large volumes of documents
  • The Parent Field, which is currently set to the Job Number that the document is created for
  • Add a Prefix or Postfix
  • Change the divider between the parent number and the document number from ‘-‘

 

To change the IPM Numeration settings:

  1. In the left hand navigation menu, click on Settings > IPM Configuration
  2. Click on IPM Numeration Settings
  3. All of the Numeration Settings for each IPM document are displayed in the table
  4. Double click on the Numeration Setting you wish to change
  5. This will open the Numeration Setting in a new box and you can edit any of the fields listed above
  6. Once you have finished, click Save and Close

Note: The changes made to the Numeration Settings will only apply to documents created after the change has been made. Any existing documents will not be updated with the new Numeration Settings

 

A Note on Prefixes

When IPM is integrated with some accounting software packages, the Purchase Orders and Subcontracts are transferred to the same area in the accounting software. As Purchase Orders and Subcontracts have identical Numeration Settings in IPM, this can cause duplication errors in the accounting software. To prevent this, a ‘P’ prefix has been added to the Numeration Settings for all Purchase Orders to differentiate them from Subcontracts in certain accounting systems.