This exercise requires that you have completed the following exercises:
Purpose: The purpose of this exercise is to create a document class that will receive advanced number generator settings. This class will be used when creating new document titles using the advanced number generator functionality.
Windows:
Document Basics/Document Classes
General exercise for Document Classes
Purpose: The purpose of this exercise is to create a number counter, which is a list consisting of a customized series of numbers. When creating a new title later on, you will pick a document number from this list.
Windows:
Document Basics/Number Counter
ID1 | ID2 | Description | Start Value | Length Shown | Prefix | Suffix |
XX (where XX are your initals) |
- |
XX's Numbers (where XX are your initials) |
1 |
6 |
XX (where XX are your initials) |
RACE |
Result: You have created a number counter which will generate document numbers with prefix XX (your initials), suffix RACE and a series of numbers that is 6 characters long in-between. The first document number in this counter will look like this:
XX000001RACE (where XX are your initials).
Purpose: The purpose of this exercise is to set the default settings of the new document class to advanced so that the Advanced Number Generator functionality can be used when creating new document titles of that document class.
Windows:
Document Class Management/Document Default Values
Purpose: The purpose of this exercise is to create a booking list, which is a way of reserving a series of number from a specific Number Counter. When creating a new document title you can pick numbers from this booking list.
Windows:
Document Basic/Booking
List
Result: A list of 10 numbers has been generated and reserved from the Number Counter for your use. If you do not specify this booking list to be used when creating a new document title, the numbers in this list will be skipped.
Purpose: The purpose of this lesson is to practice on how create document titles using advanced number generator, create new document sheets and how to copy an existing title.
Windows:
Document Titles
In this exercise, you will create a new document title and generate its document number by using the Number Counter you created earlier.
Document Class | Title |
XXAdvanced | Main Drawing Race Car |
Note: The document number generated for your new document title is the first available number from your number counter, i.e., XX000011RACE (where XX are your initials), since the first 10 numbers in that series is reserved by the booking list that you created earlier.
In this exercise, you will create a new document title and generate its document number by using the Booking List you created earlier.
Document Class | Title | Booking List |
XXAdvanced | Project description Race Car X2000 | XXBook (where XX are your initials) |
Note: The document number generated for this new document title is the first available number in you booking list.
When creating a new document tile, the title's first sheet is automatically created. You will not use more than a single sheet for most documents, but some types of documents require that you create several sheets. In this exercise you will create a couple of new sheets for your document title.
Note: A second sheet has been created on the document title and the detailed form for that sheet is now displayed (i.e., the Document Revision window). Also note that the No of sheets field, in the Sheets/Descriptions tab, for both sheet 1 and 2 has changed.
In this exercise you will use the sheet structure that you created in the previous exercise as a base for making new document title, using the Copy Title functionality.
Note: That a new document title with two sheets has been copied.
Copying forbidden: The material in this manual is protected by copyright law, and may not be copied entirely or in part, without the prior permission of Industrial & Financial Systems AB. © 2012 Industrial & Financial Systems AB