 Introduction to Settings in the CRM Module
Activity Classes
Activity Consequences
Activity Priorities
Activity Types
Activity Types, Subsystems
Additional Email Recipients
Classification Types
Company Workflow Overview
Contact Classifications
Contact Settings
Courtesy Titles
CRM Settings
Customer Categories
Default Activity Text Codes
Favourite Activity Types
Global CRM Settings
Industries
Customer Status Report
Supplier Status Report
Job Titles
Leads
Lead Sources
Lead Status
Map Setting
Normalized Phone Numbers
Number Series - Activities, N/L Transactions
Number Series - Customer Letters
Number Series - Opportunities
Opportunity Classes
Telephony Settings
Text Types
User Defined Fields - Activities
User Defined Fields - Customers
User Defined Fields - Items
User Workflow Overview
 Tutorials for Standard Accounts
Search HansaManuals.com HansaManuals Home >> Standard ERP >> CRM >> Settings Previous Next Entire Chapter in Printable Form Search This text refers to program version 8.5 Number Series - Opportunities This page describes the Number Series - Opportunities setting in the CRM module.--- Whenever you enter a new Opportunity, it will be given its own unique identifying number, based on a sequential number series. You can have more than one sequential number series running at the same time, or at different times. For example, you may want to use different sequences to represent different departments, or you may want to use different sequences to represent different fiscal or calendar years. The Number Series - Opportunities setting allows you to take advantage of this feature. Here you can define the number sequences that you would like to use with Opportunities. To open the Number Series - Opportunities setting, ensure you are in the CRM module and double-click (Windows/macOS) or tap (iOS/Android) 'Number Series - Opportunities' in the 'Settings' list. The following window will appear:
The N/L field common to all Number Series settings is not used in this instance. When the setting is complete, click the [Save] button (Windows/macOS) or tap √ (iOS/Android) to save the changes. To close the window without saving changes, click the close box or tap <. Once you have defined number sequences for Opportunities, you can set a universal default sequence in the Number Series Defaults setting, in the System module. When you enter a new Opportunity, its Opportunity Number will be the first unused number in that specific sequence. If you do not set a universal default, Opportunity Numbers will be taken from the first valid Number Series in this setting. You will be able to change to the first unused number in any other valid Number Series using 'Paste Special'. If you leave the Number Series - Opportunities setting empty, Opportunity Numbers will all be taken from the same sequence, starting at 1 and continuing consecutively. If you want to start from another number, simply specify it in a new Opportunity before saving. --- Go back to:
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