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Offer Numbers

Status: 
Status
colour

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titleLIVE

IN REVIEW

Offer Numbers

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

  • The offer number consists of:

    • leading letter identifying the type: e.g. “q” for quote, “a” for Angebotalways use “a” as a leading character.

    • 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 number

    • Incremental id number

  • Format

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

    • Example: q2020a2020-134-01.

Owner

User Profile
user557058:c4b8cf2b-80a7-41a9-82a6-6a587518e799

Reviewer

User Profile
user557058:4ade9f24-74f4-453e-9d2c-2c1e9bb8e95b