Reference Number Rule
📝 Introduction
This function allows users to configure and manage reference number rules within the Ledger Accounting system. This ensures that all transactions have unique and properly formatted reference numbers, which are crucial for accurate record-keeping and reporting.
The reference number rules are assigned to specific journal types, meaning the reference number for each journal entry is determined by its journal type settings and associated reference rule.
The Reference Number Rule is utilized to generate the subsequent reference number. This reference number may incorporate elements such as the year, month, or date. To generate a new reference number, users must provide a context, specifically the date of issuance. As the month or year changes, the generated reference number will adjust accordingly to reflect the new period.
🛠️ Usage
🏷️ Data Fields
General
- 🔑❗Code
- The unique code for the reference number rule, e.g., "GJ" for General Journal.
- 📝❗Description
- A brief description of the rule, e.g., "General Journal."
Rules
- 📝 Pattern
-
The pattern used for generating reference numbers.. Example: CR-{0:0000}
🔧 Commands
| Action | Description |
|---|---|
| Test | Check the current number within the context: current date |
| Take Number | Take new number within the context: current date |