How to edit and customize the customer number | InLoox PM 7

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In the InLoox PM 7 options, you can customize and configure the InLoox PM features, inter alia the customer number. In the InLoox PM Options, in the Customer number area, you can define the number format rules.

Article content

Adjust a customer number
Mode description for prefix and suffix
Examples of common formats

Adjust a customer number

  1. Open the dialog box InLoox PM options.
    For more information on how to open InLoox PM options, please see Open the InLoox PM options.
  2. Under General options click Customer number. On the right side you see the Customer number area:

  3. Choose the required options by activating the related check boxes:
    • For the project number, choose Prefix (leading character string), Sequence number or Suffix (trailing character string).
    • For the number setting you need at least a Prefix or Sequence number.
    • Combine a Prefix or a Suffix with a Sequence number.
  4. Click OK or Apply to save the changes in InLoox PM.

Mode description for prefix and suffix

Mode

Data type and significance

Any text

Any character string of any length, which can be changed.

Fix text

Any character string of any length, which cannot be changed, e.g. the word project.

Regular expression

Input a format and an example. Please note the format rules.

 For more information see Change the number format.

InLoox PM verifies if the number of the created project has the right format. If the number doesn't correspond to the specified format, the user is asked to correct the project number.

Examples of common formats

Example

Configuration

Four-digit year combined with sequence number (e.g. "Project 2011-008")

 

components:

  • "Project 2011-" (fixed prefix with year).
  • "Sequence number" (maximum 3 digits with leading zeroes).

Prefix:

  • Rule: ^Customer \d{4}-$
  • Standard value: Customer 2011- or Customer 2012-

Sequence number: Number of digits: 3

 

Suffix: none

Sequence number with country code

 

components:

  • "Sequence number" (maximum 5 digits with leading zeroes).
  • Country code (-DE, -AT, -FR, ...).

Prefix: none

 

Sequence number: Number of digits: 5

 

Suffix:

 

  • Rule: ^-\w{2}$

 

  • Standard value: -DE

Simple sequence number

  • "Sequence number" (maximum 6 digits with leading zeroes).

Prefix: none

 

Sequence number: Number of digits : 6

 

Suffix: none

Free format

Prefix: any text

 

Sequence number: none

 

Suffix: none
   

Effects of changing the number format:

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