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titleLIVE

Offer Numbers

  • Each document (quote, estimate, …) gets a unique identifier called offer number

  • The offer number consists of:

    • always use “a” as a leading characgter leading letter identifying the type: e.g. “q” for quote, “a” for Angebot

    • the year

    • the account profit center (Kostenträger):

      • Extract or add the account here:

        Lref gdrive file
        urlhttps://docs.google.com/spreadsheets/d/1gKj6X_bUyOx8zjTcrWyIjkxAAFIWMHTZ_kpraWXC3nk/edit?usp=sharing

      • Each project (not the client) gets a unique account numberFor more info about profit center see Profit Centers

    • Incremental id number

  • Format

    • <TypeLetter><Year>a<Year>-<Account><ProfitCenter>-<DocumentId>

    • Example: q2020a2020-134-01.

Owner

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Reviewer

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