Configuring Advanced Enumerator Settings

Configuring Financial Year Starting Date

To use a financial year in AR Documents numbering and automatically reset the numbering sequence at the beginning of each financial year, you must configure:

• Prefix template with the @@FY@ placeholder,
• Financial year starting date.

To set up a financial year starting date, complete the following steps:

1. Go to System > Settings > More Finance Settings > Enumerator Classes.
2. Select the enumerator class for which you want to set up a financial year starting date by clicking the respective link in the ID or in the Name column.
3. In the Advanced Settings tab, click Edit, then specify:
   • Start Month of Financial Year
   • Start Day of Financial Year
4. Click Save.

Configuring Enumerator Class usage by Operating Units

Important: To enable this functionality contact the support team.

By default, Billing automatic numbering is configured per vendor. To avoid any intersections in numbering, you can force your Operating Units to use your enumerator classes.

Once you enable this option, your direct Operating Units (and Operating Units of your direct Operating Units) cannot configure and use their own enumerator classes to issue invoices to their resellers and customers. Also, this option will not be available for such lower-level Operating Units.

Note: This functionality can be helpful for the following scenario: L1 > multiple L2 Operating Units > L3 (customers or resellers); invoices are issued from L1 to L3.

To force your Operating Units to use your enumerator classes, complete the following steps:

1. Go to System > Settings > More Finance Settings > Enumerator Classes.
2. Select the enumerator class for which you want to set up a financial year starting date by clicking the respective link in the ID or in the Name column.
3. In the Advanced Settings tab, click Edit, then select the Enumerator Class usage by Operating Units checkbox.
4. Click Save.