Auto Numbering Overview

Vision includes an automatic numbering feature that automatically generates an identification number for new records created in User-Defined Components and in many Info Centers.

You can define the structure of these identification numbers to match your business requirements. The Info Centers that use auto numbering are Projects, Employees, Vendors, Clients, Opportunities, and Marketing Campaigns.

When auto numbering is enabled, Vision generates an identification number when you create a new record in any of the following ways:

• Click New on the Dashboard.

• Copy another record.

• Click the New button in a different Info Center (for example, add a new client from within the Project Info Center).

• Use a template.

• Copy an opportunity to create a project.

The auto numbering functionality does not work when a project is created from a project plan because the project, phase, and task numbers must be mapped in Planning before the project record is actually created.

If Vision is configured to use the auto numbering feature, you cannot enter a number in the Number field for an Info Center record. Instead, [AUTONUMBER] displays in this field when you save the form. You can only change this number if the Allow Override of Auto Number option is selected on the Numbering tab of General System Settings.

If Vision is set to create an auto number but, for some reason, is unable to generate one, Vision displays a message stating it cannot generate an auto number and prompts you to enter one manually. This occurs even if Vision is configured not to allow overriding of the number.

If your firm uses the Multicompany feature, you configure auto numbering at the system level so that it applies to all companies in your enterprise.