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Reset Project numbers - TO3000 (version 8.0)
Thread poster: Estefanía González
Estefanía González
Estefanía González  Identity Verified
United Kingdom
Local time: 17:09
English to Spanish
+ ...
Jan 10, 2012

Hi everyone,

I work with TO3000 (version 8.0). I would like to reset the annual codes but I don’t manage to do it.

I have tried to input 0001 at the next project code field under advanced settings>codes>next project code but it doesn’t work.

Can you please advise?

Thanks a lot in advance,

Estefanía

PS. I have already selected the Enable annual numbering resets option.
 
Alex Lago
Alex Lago  Identity Verified
Spain
Local time: 18:09
English to Spanish
+ ...
Check with AIT Jan 12, 2012

As far as I understand you can't renumber the projects (I imagine these are unique ID keys for the underlying database) what gets renumbered are the invoice numbers.

Best thing is to probably check with AIT tech support
 
Aleksandr Dyatlov (AIT)
Aleksandr Dyatlov (AIT)
Local time: 19:09
Project codes reset Jan 24, 2012

Dear Estafania,

Thank you for your question.

'Enable annual numbering resets' option resets only global invoice codes. It does not affect to project codes.

Project codes cannot be reset every year. If you want to start codes of projects from 1 every year, you may start every year with an Empty database. Your clients can be exported and then imported using TO3000 Import Utility. Please note that in this case all your previous projects, invoices, quotes, etc.... See more
Dear Estafania,

Thank you for your question.

'Enable annual numbering resets' option resets only global invoice codes. It does not affect to project codes.

Project codes cannot be reset every year. If you want to start codes of projects from 1 every year, you may start every year with an Empty database. Your clients can be exported and then imported using TO3000 Import Utility. Please note that in this case all your previous projects, invoices, quotes, etc. will be deleted.

Also, as a workaround, you can create custom fields for projects (like "Custom Project Code") and input there manually any codes that you need. Custom fields can be created in Projetex Server Administrator > Corporate Settings tab > Custom Fields option.

Best regards,
Aleksandr.
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Aleksandr Dyatlov,
AIT Software Development Team ▲ Collapse
 


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Reset Project numbers - TO3000 (version 8.0)






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