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Card Settings System Types

Card Settings System Types

Nov 22, 2023

Code

Description

Default Value

Code

Description

Default Value

AUTO-GENERATE-CARDID

Automatically generate a numeric Card ID for new cards

False

AVERAGE-VALUE-MONTHS

Months to consider when calculating the average invoice values on customers

3







Notes

Automatically Generating a Cardid when new cards are created

If you set the AUTO-GENERATE-CARDID system reference under the card setting system type to have a value of True (instead of the default value of false). Then the next time you log into Readysell and try to create a card in the Readysell client. The cardid will fill in with a number automatically. The card number used depends on the document number.

Procedure

Got to document numbers and set the value of the "CARD" document number:

Then turn on the related system reference: