Change QuoteWerks Document Number Prefix on a Layout

To change the QuoteWerks document number prefix on a Layout requires the ‘last’ formula to extract the actual number part of the reference.

The ‘last’ formula takes two parameters:

• string – the piece of text that we want to take part of
• num – the number of characters that we want to take from string

So how many characters do we want to take? By default, QuoteWerks document numbering starts at 1000, so that’s 4 characters that we would need. But what happens when we get to 9999? When we hit 10000, we’ll need 5 characters.

We know that the prefix will always be 3 characters (or 4 characters on remote installations), plus the 1 character for the “Q”, “O” or “I”, so we need to take the length of our QuoteWerks document number and subtract 4 (or 5 characters for remote installations).

So, we are left with the following formula:

last(documentheaders->docno,(len(documentheaders->docno)-4))

For remote QuoteWerks installation Layouts, use:

last(documentheaders->docno,(len(documentheaders->docno)-5))

A different prefix can be applied by concatenating a different string to the formula:

"NEW"+last(documentheaders->docno,(len(documentheaders->docno)-4))

If you want to keep the “Q”, “O” or “I” document type part of the QuoteWerks document number prefix, then subtract 3 instead of 4:

"NEW"+last(documentheaders->docno,(len(documentheaders->docno)-3))

For more QuoteWerks Layout authoring and formula tip and tricks, please search our blog or contact development@hilltopsit.co.uk