Serial combination details
A serial combination defines the ordered components that PAMS uses to build a serial number. Use it when you need to control the structure of numbers assigned to jobs and related records. Changes apply only to new jobs; existing jobs keep the combination that was already applied.
Before changing a combination, review Before you start.
| If you need to… | Go to |
|---|---|
| Choose the serial type to configure | Find a serial combination |
| Identify the fields and history on the screen | Understand the combination screen |
| Add, edit, validate, or save rows | Maintain a serial combination |
| Work with an unavailable edit surface | Handle access and screen variations |
| Resolve a validation or save message | When saving or deleting goes wrong |
| Locate the related configuration list | Serial combinations |
| Continue with the records that use these combinations | Products |
Before you start
Editing a serial combination is an administrative task controlled by access and subscription settings. The form requires authentication and uses a leaving-page guard when you navigate away.
Prerequisites
- Sign in to PAMS.
- Have permission to add, change, and remove combination rows.
- Use a subscription that includes this configuration surface.
The main form and grid appear when the subscription includes the feature. Save, the close action, Component, and editable row deletion depend on this permission. The Last Modifications tab appears when audit history is available.
Find a serial combination
A serial type identifies which numbering pattern you are configuring, such as a job number or an invoice number.
Prerequisites
- Have access to the serial-combination configuration surface.
Steps
-
In the serial-type navigation, select the entry for the number you need to configure.
If you need to configure… Select Jobs Job No Offers Offer No Orders Order No Invoices Invoice No Payments Payment No Buyouts Buyout No Material request quotations MRQ No Packages Package No Purchase orders Purchase Order No Received shipments Received Shipment No Inspected orders Inspected Order No Shipping orders Shipping Order No Assembly orders Assembly Order No Transfer orders Transfer Order No Service orders Service Order No Issue notes Issue Note No Delivery notes Delivery Note No Cost transactions Cost Transaction No Outgoing payments Outgoing Payment The form switches to the selected serial type.
Result: The selected serial-type combination is open for review or maintenance.
Continue with Understand the combination screen.
Understand the combination screen
The combination screen is a grid where each row represents one component in the serial-number order. The preview reflects the combination when the preview is available.
The grid contains these fields:
| Field | What to use it for | Rule |
|---|---|---|
| Serial Component | Choose the component used in this position | Required for a populated row; the minimum valid component value is 1. |
| Digits | Set the number of digits for the selected component | Required when the row has no digits; the valid range is 1 to 12. |
| Default Value | Set a fixed value where the selected component allows one | Disabled unless the component is Auto serial; text components remain editable. |
The page also provides a serial-combination preview and the Last Modifications tab when the history surface is available. Last Modifications is the audit history for the combination; it displays the text “The audit log provides you with a chronological sequence of actions performed by the users” and its entries.
The combination table shows Serial Component, Digits, and Default Value. The visible
controls are Save and Component. A refresh control is also present with the title Refresh.
When you are ready to change the rows, continue with Maintain a serial combination.
Maintain a serial combination
Maintain the combination by adding component rows, setting their component values and digits, supplying allowed default values, and saving the resulting order.
Prerequisites
- Open the serial type you need to maintain.
- Have permission to add, change, and remove combination rows.
Steps
-
Select Component to add a combination row.
A new row provides the Serial Component, Digits, and Default Value cells.
Select Component to add a row to the combination grid. -
In Serial Component, choose one of the available component options.
The configured options include Year, Auto serial, and Text.
-
In Digits, choose a value when the selected component uses a digit count.
The Digits field is not shown for some component choices.
Set the digit count for the selected component. -
In Default Value, enter a value when the selected component permits one.
The field is disabled unless the component is Auto serial; text components remain editable.
Review the Default Value cell and its enabled state for the selected component. -
Arrange the rows so that the Auto serial component is the last item.
-
Select Save.
The form checks that the combination has a component, has exactly one Auto serial, has no more than 12 characters in total, and places Auto serial last.
Select Save after reviewing the component rows and their order. -
If you need to remove a populated row, open that row's delete action.
If the row is… Then Populated Confirm the prompt Are you sure you want to delete this row?by selecting Delete.Empty Use the row's direct delete action. Select Cancel in the confirmation surface to keep the row.
Result: The combination is saved when the form accepts the rows and displays
Your combination number saved successfully.
Review Handle access and screen variations for the other surfaces that can appear.
Handle access and screen variations
The screen changes according to the access and subscription conditions applied to your account. Use the following table to identify the surface you are looking at before you try to edit it.
Prerequisites
- Open the serial combination you want to review.
Steps
- Compare the screen with the alternatives in the table.
| What you see | What it means | What you can do |
|---|---|---|
| The subscription-upgrade surface replaces the form | The subscription does not include this feature | Use the available subscription path. |
| The form has no Save or editable Component action | Edit access is unavailable | Use the page's leave action to exit without editing. |
| A close action remains while editing is unavailable | The page is in a non-editable state | Select the close action to leave the page. |
| Last Modifications is absent | The modification-history surface is not available in this configuration | Continue with the combination grid. |
| A populated row has a confirmation delete action | The row can be removed through confirmation | Select Delete or Cancel in the confirmation surface. |
Result: The screen shows the form or subscription surface that applies to your access, with the actions available for that surface.
When a save or delete action produces a message, continue with When saving or deleting goes wrong.
When saving or deleting goes wrong
The messages below identify the correction to make before you try the action again.
Prerequisites
- Have a combination ready to save or a row ready to delete.
Steps
- Apply the correction listed for the message you see.
| Message | What to correct |
|---|---|
Please add serial components | Add a row with Component. |
Serial type is required | Select the serial type before saving. |
Please Note that you can't add serial combination larger than 12 characters | Reduce the total combination length to 12 characters or fewer. |
Please select a serial type | Select a serial type before saving. |
Cannot have multiple Auto Serials | Remove the additional Auto serial component. |
Must have one Auto Serial | Add one Auto serial component. |
Auto Serial must be the last item | Move Auto serial to the last row. |
Quantity is required. | Choose a value in Digits for the affected row. |
Component is required. | Choose a value in Serial Component for the affected row. |
Invalid quantity. | Choose a Digits value from the valid range. |
Invalid component. | Choose a valid Serial Component value. |
Auto Serial Must Be a Number | Enter a numeric default value for Auto serial. |
Saving Failed | Review the combination rows, then select Save again. |
Are you sure you want to delete this row? | Select Delete to remove the row or Cancel to keep it. |
- Apply the correction or select the action in the matching table row.
Result: The affected row is corrected, saved, removed, or kept according to the message you received.
After the action completes, continue with After maintaining a combination.
After maintaining a combination
After a successful save, the combination has been accepted for new jobs. Existing jobs are not changed by this configuration update.
Result: The page displays Your combination number saved successfully after a successful save.
| If you need to… | Go to |
|---|---|
| Locate another saved serial combination | Serial combinations |
| Continue with product configuration | Products |
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