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XTRF Home Portal Configuration menu

Numbering Schemes

In this section, you can check and change the way the entities in XTRF are numbered.

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  • Edit the view or create a new one in the View dropdown menu. For details, see the Classic views article.

  • Use the filters on the left to narrow down your search.

  • Click the Add button to create a new numbering scheme. For details, see the Add a numbering scheme guide.

    You can only add invoice-related numbering schemes.

  • Click on a numbering scheme to open it. Click the Edit.png icon to open it in edit mode.

    In edit mode, you can edit the counter value to fill in the numbering gaps that sometimes occur after an entity is deleted from the system.

  • Select one or several checkboxes in the left-hand column and click the Wheel_CP.png icon in the header to open a dropdown menu of available actions:

    • Select or deselect all numbering schemes.

    • Select all invoice-related schemes.

    • Select all project-related schemes.

    • Restore the default content of the selected schemes.

Warning

While creating or editing a numbering scheme, make sure that the values you enter exclude the possibility of creating entities with the same numbers or IDs. Otherwise, some XTRF functions can stop working. For example, project creation will be blocked if a project with the same ID already exists in XTRF.