Assign prefix to documents

It is often desirable to use specific document number ranges for vouchers. This is to ensure that the vouchers can be quickly identified and found - especially on different platforms. Since MAIA 9.0, these voucher number ranges can be defined very easily and flexibly. Find out how to do this here.

Relevant questions:

• I would like to prefix my outgoing invoices so that I can recognise the invoices from TYRIOS based on the invoice number. How can I achieve this?
• I would like to have a new document number range for each year. How do I achieve this?

Answer

Since MAIA eCommerce 9.0 you can flexibly configure document types. You go to:

User area => Order management => Settings => Manage voucher types

You will see a list of all voucher types currently stored in the system in the tabular overview. Typically, "Invoice", "Delivery note", "Quotation", etc. can be found here.

Now go to the document type you require and click on the menu on the far right, selecting "Edit document type".

in addition to other settings for the voucher, you can now specify the prefix for your voucher type. The minimum length of the voucher counter also matches this.

The prefix determines which text is to be placed in front of the scrolling document text. The minimum length defines the minimum number of digits the counter should have. The definition given in the example leads to documents of this type:

• RE2018-00001
• RE2018-00002
• RE2018-00003
• ...

The counter is automatically incremented when the document is published.