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Auto Generate Overview

This page explains how number generation works across DMeX screens.

From a user point of view:

  • If the number field is read-only, it is auto-generated.
  • If the number field is editable, it is a manual entry.
tip

Setup reference:

  • Some Simple Auto Generate screens use prefix settings from Organisation Details.
  • Enhanced Auto Generate number and prefix setup are managed in Auto Generate Type settings.
note

Screens that still use Simple Auto Generate are planned to move to Enhanced Auto Generate so numbering can be managed more consistently in one place. The list below shows the current setup.

What the labels mean​

TermMeaning
Enhanced Auto GenerateThe newer numbering experience. In some screens, you may first see a temporary number while creating the record, and the final number is confirmed when you save. Example: a draft can show Pending-XXXXXXX before the final number is assigned.
Simple Auto GenerateThe existing numbering experience used on some screens today. DMeX creates the next number based on your company setup, such as a prefix and running number. Example: a number may follow a pattern like PO-2026-0005, depending on your setup.
OnThe number is auto-generated. For the user, this means the field is read-only.
OffThe number is entered manually. For the user, this means the field is editable.
Prevent DuplicatesDMeX checks whether the same number already exists before saving.
Allow DuplicatesDMeX does not check for duplicate numbers before saving.

Screen-wise setup​

The list below is grouped in the same order as the side menu.

Marketing​

Screen NumberMenu PathAuto Generate TypeAuto Generate (On/Off)Duplicate Setting
CustomerMarketing -> Masters -> CustomerSimple Auto GenerateOnAllow Duplicates
RFQMarketing -> Operations -> RFQSimple Auto GenerateOnAllow Duplicates

Purchase​

Screen NumberMenu PathAuto Generate TypeAuto Generate (On/Off)Duplicate Setting
Job OrderPurchase -> Operations -> Job OrderEnhanced Auto GenerateOnAllow Duplicates
Non Returnable DCPurchase -> Operations -> Non-Returnable DCEnhanced Auto GenerateOnAllow Duplicates
Purchase RequestPurchase -> Operations -> Purchase RequestSimple Auto GenerateOnAllow Duplicates
Returnable DC InPurchase -> Operations -> Returnable DC InEnhanced Auto GenerateOnAllow Duplicates
Returnable DC OutPurchase -> Operations -> Returnable DC OutEnhanced Auto GenerateOnAllow Duplicates
Service Purchase OrderPurchase -> Operations -> Service POEnhanced Auto GenerateOffPrevent Duplicates
Supplier Job Work OutPurchase -> Operations -> Supplier Job Work OutSimple Auto GenerateOnAllow Duplicates
Supplier Purchase OrderPurchase -> Operations -> Supplier POEnhanced Auto GenerateOnAllow Duplicates

Store​

Screen NumberMenu PathAuto Generate TypeAuto Generate (On/Off)Duplicate Setting
Customer Job Work Out NumberStore -> Operations -> Job Work OutSimple Auto GenerateOnAllow Duplicates
Outward DCStore -> Operations -> Job Work OutSimple Auto GenerateOnAllow Duplicates
Purchase InwardStore -> Operations -> Purchase InwardEnhanced Auto GenerateOnAllow Duplicates
Store Purchase RequestStore -> Operations -> Store Purchase RequestSimple Auto GenerateOnAllow Duplicates

Design and Development​

Screen NumberMenu PathAuto Generate TypeAuto Generate (On/Off)Duplicate Setting
Part Purchase Request NumberDesign and Development -> Operations -> Part Purchase RequestSimple Auto GenerateOnAllow Duplicates

Maintenance​

Screen NumberMenu PathAuto Generate TypeAuto Generate (On/Off)Duplicate Setting
AssetMaintenance -> Master -> AssetSimple Auto GenerateOnAllow Duplicates
Maintenance Purchase RequestMaintenance -> Operations -> Maintenance Purchase RequestSimple Auto GenerateOnAllow Duplicates

Packing​

Screen NumberMenu PathAuto Generate TypeAuto Generate (On/Off)Duplicate Setting
Gate EntryPacking -> Operations -> Gate EntrySimple Auto GenerateOnAllow Duplicates
Packing Purchase RequestPacking -> Operations -> Packing Purchase RequestSimple Auto GenerateOnAllow Duplicates

Production & Quality​

Screen NumberMenu PathAuto Generate TypeAuto Generate (On/Off)Duplicate Setting
Inward Inspection ProcessProduction & Quality -> Operations -> Inward Inspection ProcessSimple Auto GenerateOffPrevent Duplicates
Inward ProcessProduction & Quality -> Operations -> Batch / Work Order or Store -> Operations -> Batch / Work OrderSimple Auto GenerateOnAllow Duplicates
Production Purchase RequestPurchase Request flow in Production menuSimple Auto GenerateOnAllow Duplicates
Route CardProduction & Quality -> Operations -> Route CardSimple Auto GenerateOffPrevent Duplicates

Calibration​

Screen NumberMenu PathAuto Generate TypeAuto Generate (On/Off)Duplicate Setting
CalibrationCalibration -> Operations -> CalibrationSimple Auto GenerateOnAllow Duplicates
Instrument Purchase RequestCalibration -> Operations -> Instruments Purchase RequestSimple Auto GenerateOnAllow Duplicates

Accounts​

Screen NumberMenu PathAuto Generate TypeAuto Generate (On/Off)Duplicate Setting
Accounts Purchase RequestAccounts -> Operations -> Accounts Purchase RequestSimple Auto GenerateOnAllow Duplicates
Credit NoteAccounts -> Operations -> Credit NoteSimple Auto GenerateOffPrevent Duplicates
Debit NoteAccounts -> Operations -> Debit NoteSimple Auto GenerateOffPrevent Duplicates
Miscellaneous PaymentAccounts -> Operations -> Miscellaneous PaymentSimple Auto GenerateOffPrevent Duplicates
caution

Auto-generated numbers always follow the Last Used Number system. If the current highest number is deleted, DMeX uses the next Last Used available number and generates the next number from there. The same rule applies even if multiple Last Used Number have been deleted.