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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, e for estimate

    • the year

    • the account (Kostenträger):

      • Extract or add the account here:

    • Incremental id number

  • Format

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

    • Example: q2020-134-01

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