Function that replicates the default numbering of a document to others
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After creating a document numbering in a new year, have the possibility to copy it to the other documents. We can even leave the final "Update" up to the user.
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Would say that would be fairly simple to do with a Function Button that ran a Line Loop UF, setting the same value on all lines as what is in the to (you get that via the .row syntax: https://youtu.be/sQgN-qb-hvg)
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Rasmus,
This was my alternative. But this could be a very useful default function for all companies.
Regards
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How many customers do you have that use this setup (in the Nordic countries we tend to just have lifetime numbering series). Is the a mandatory thing in Portugal/Other countries?
Here is the automation you can make on your own btw... Took less than 5 min to make (Right-click screenshot below to see it in full resolution)
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Rasmus,
In many countries, Brazil, Portugal, Spain, among others, it is necessary to access the row with a double click on the rows header and fill in some information.
The lineloop command I created cannot double-click the line header. He always clicks on the first line.
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Completing my answer. Many countries need a numbering series each year (or fiscal period) and this series needs to be linked across all objects.
Regards,
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Ok, Thanks... But you mention that there seems to be more to it now (needing to open the details screen in some cases)... Could you try and describe, in full, how you envision how it should work in the perfect world?
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Below I will describe in detail the process that would be ideal.
In a menu item have the option to inform the data to be created.
Opens a screen for the user to inform a series that he wants to use as a base. (I currently put a SQL Report for this)
The data for the indicated period will be opened. (we have one row per object, the information is all the same, so currently I use "TOP 1" in the query)
The company accountant then changes the information with the data of the series to be created.
When clicking on add, this series would automatically be created in all objects and a series equal to it would be created as type "Cancellation"
Currently it doesn't work because I can't make the UF of the line inside the line loop double click on the line (which needs to be in the row header) to open the screen of each object.
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Ok, Thank you for explaining... It is possible to actually do the double-click... Below does not 100% work yet in all scenarios but is close and might get you going.
But a question: If the above existed, how much time would you save over doing it manually? (I assume you only do it once a year so trying to gauge the ROI... Because we could properly do it, but then there are bound to be various small variations, turning this into the beast is my fear (I might be wrong here))
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This takes two to three hours. I believe it would be a very valuable function. So that it doesn't turn beast, we can limit the fields and leave the series blocked waiting for user validation. This validation could be batch as well.
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