AutomaticQuoteNumber
This business rule generates the Quote Number when a new quote is stored. In order for this functionality to be invoked the <AutomaticQuoteyNumber> tag should be set to Yes or Optional in the ClientQuoteScreen business rule.| Element/Tag | Attributes | Parent Element | Description | Element/Attribute Values |
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<AutomaticQuoteNumber> |
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The opening and closing tags of this rule. |
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| <Part>
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<AutomaticQuoteNumber> |
Indicates the value of the field parts to define and format the specified field, value, or sequence. |
Value| FieldName | SequenceName Defines the field or value to be used in generating the Quote number. | |
| TYPE |
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VALUE - Defines a set value and what the value will be for the QuoteNumber. The tag must contain a value. SYSTEMDATE- Indicates that a portion of the current date will be used in the creation of the QuoteNumber. Used in conjunction with the FORMAT attribute. FIELD- Indicates that a value from a field will be included in the QuoteNumber. The Part element specifies the field being used. The LEFT, RIGHT, and MID attributes may be used to select parts of the field.
Note: Only Dynamic fields can be used with this element.
SEQUENCE- Indicates the value is in AsSequence table. The value of the table is inserted according to the number of digits specified in the FORMAT attribute. The value of the Part tag is the SequenceName. |
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| FORMAT |
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Indicates the formatting to be performed on the type attributes. For TYPE="SYSTEMDATE": YY - Indicates that the last two digits of the current year should be used. MM - Indicates that the current month number should be used. DD - Indicates that the current day number should be used . For TYPE=SEQUENCE: '0xxxxx'- Indicates the number of digits to be generated in the sequence number where x represents '0'. For example if FORMAT is `000000' and generated sequence number is 1111, then after formatting it will become `001111' |
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| LEFT |
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LEFT=nSelects the leftmost n digits of the field value for the part. | ||
| RIGHT | RIGHT=nSelects the rightmost n digits of the field value for the part. | |||
| MID | Mid=m,nSelects the middle characters of the field value, from position m to position n. This is a comma-separated string of two numbers specifying the starting and ending index of the characters to be selected for the part. |
XML Example
<AutomaticQuoteNumber>
<Part TYPE="VALUE">AVA</Part>
<Part TYPE="SYSTEMDATE" FORMAT="YY"></Part>
<Part TYPE="FIELD">StatutoryCompany</Part>
<Part TYPE="SEQUENCE" FORMAT="000000">QuoteNumber</Part>
</AutomaticQuoteNumber>
