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Consulting Plus Inc.,
29222 Rancho Viejo Road, Suite 209 San Juan Capistrano, CA. 92675 (800)481-2708

 
 




Typical Question:

How do I set up the automatic loan numbers?


  Answer:

To set up the auto loan numbering system: 

Select Administration / System Data Maintenance / Current System Options.On the Demo you will get a message about what you cant change, click OK. 

You will now see the Current System Options dialog.
Click on Tab System Options 2.
Click the Edit button to allow changes.
Check the checkbox Autonumber.
Click on the Save button.
Click on Exit. 

Select Administration / System Data Maintenance / Create New Loan Numbers.

Enter How many = 1000
Enter Starting No = 1000
 

Enter or ignore prefix and suffix as you desire.
Prefix and suffix are Alpha
Starting Number is numeric. 

Click on Create Loan Numbers
Click on Done 

You now have a list of 1000 numbers.
When they are all used, you can create more.


 

 

Select Loan / New Loan Simple

 

Note that the first auto number has been assigned to this loan

Enter some data and save the loan.

 

Now try another new loan. It will be assigned the next loan in the sequence.

 

 

 

 

 



 


 
 

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