Here you can edit the default format for Service Plans.
This setting will auto-generate a Service Plan Number for each Service Plan on save.
You can add/delete rows from your Service Plan Number Format list. You can also use the Move Up/Down buttons to position the rows.
You can choose "Field" or "Text" for your Format Type. "Field" allows you to then select a project field in the Value column. "Text" allows you to type your own value in the Value column.
You can choose from a list project fields when your Format Type is set to "Field". The available fields are listed below.
Here you can type in the length of the string you want to pull from the "Value" column.
Here you can choose the separator, number of digits, and the start number for your Service Plan Number format. The separator list has four available options: hyphen, colon, slash, or dot. However, you can type in any character you desire.
Note: You cannot leave the separator field blank.