Request Number Format

To customize the request number format, complete the following steps:

1. Click on the Number Format tab.
2. Select Work Request Number from the drop-down menu in the dialog box.
3. Click on the module toolbar to enter Edit Mode.
4. Begin formatting the request number by selecting an option from each group (Year, Month, Day, Special Characters, and Sequence).
5. Click to save the changes.
6. Use the button to clear the dialog box and start over.

When formatting request numbers, consider how many requests you will receive per year, per month, etc.  Then decide how often you want your request numbers reset (yearly, monthly, daily).  We recommend using the following format if you want to reset your request numbers annually: YY- XXXXXX (e.g. 06-000001). However, if you want your request numbers reset monthly, you may want to use a different format such as the following: YY-MM-XXXX (e.g. 06- 08-0001). Or if you are resetting the numbers daily, you could include the actual date: YY-MMDD-XXX (e.g. 06-0801-001).  No matter which format you choose, be sure to select a sequence number (e.g. 0001) proportionate to the number of requests you will receive.  

Note: The Request Number field has a 15 character maximum.

Note: Request number reset options are found under the General Options tab.