Create Booking Lists

Explanation

Use this activity to create a booking list. A booking list is a series of reserved document numbers that are used to number documents, for example, during a specific project. A booking list is populated using a number counter. 

Prerequisites

At least one number counter must be defined.

System Effects

As a result of this activity, a booking list is created and ready to be used for numbering new documents. However, to enable the booking list, the advanced number generator feature must be configured for the document class.

Window

Document Basic

Related Window Descriptions

Document Basic
Document Basic/Booking List
Generate Numbers

Procedure

To create a booking list and fill it with reserved numbers, follow these steps.

  1. Open the Document Basic window and click the Booking List tab.
  2. Click New to create a new record.
  3. In the Booking List field, enter a name. 
  4. In the Description field, enter a description of your booking list.
  5. In the Number Counter ID1 and Number Counter ID2 fields, use the List of Values to select number counters for generating numbers.
  6. Click Save.
  7. Click Generate Numbers to open the Generate Numbers dialog box.
  8. In the How many numbers field, enter the amount of numbers to generate. You can enter a value up to 1000 to generate a maximum of 1000 numbers at a time.
  9. In the Remark field, enter text describing the purpose of the reserved numbers (e.g., project or customer). This remark helps to differentiate this booking list's numbers from others.
  10. Click OK to close the Generate Numbers dialog box and create the list of numbers. The list is generated. The value in the Current Value field reflects the last number in the booking list. 

To book additional numbers

  1. Search for the booking list for which you want to generate additional numbers.
  2. Run Steps 7-10. 

To delete booking numbers.

  1. Right-click in the Booking List tab header and then click Delete Booking List. This deletes the generated numbers.