Home > SI Documentation (v14) > Administrator Guide > Setup > Control Panel > Service Plan Number Format

Service Plan Number Format

Setting

 

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Here you can edit the default format for Service Plans.

 

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This setting will auto-generate a Service Plan Number for each Service Plan on save.

Details

Functions

 

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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.

Fields

Type 

 

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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.

Value

You can choose from a list project fields when your Format Type is set to "Field". The available fields are listed below.

 

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Length

 

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Here you can type in the length of the string you want to pull from the "Value" column.

Separator and Number Settings 

 

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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.

 

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Note: You cannot leave the separator field blank.

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