SAM · Guide
Configure document numbering
EnglishUpdated Sep 13, 2026
Document Numbering controls the prefixes and sequences used for new workshop documents. Only authorised settings managers should change it.
Review a document series
- Open Configuration → Numbering.
- Find the required Document row.
- Review Prefix, Digits, Next No. and the Next number preview.
- Change only the values agreed for that series.
- Set Reset yearly where appropriate and use Save.
The prefix accepts letters and numbers up to ten characters. Padding must be between three and six digits. The next number must be a positive whole number. The system can refuse a value that would reuse an already issued number.
Understand when numbers are assigned
Work orders receive their numbers when created. Job orders can inherit the work-order sequence, with their own counter as a fallback. Invoices use a temporary draft reference until Issue assigns the final invoice number.
Changing a series affects future numbering. It does not rename issued invoices or make a draft an issued document.
What happens next
Check the next-number preview after saving and verify the next legitimate document created by the business. There is no need to issue a dummy invoice just to check a prefix.
Troubleshooting
If a counter change is refused, review the existing documents with your administrator. Do not lower a counter or delete documents to force a preferred number. If numbering looks unexpected, distinguish the draft reference, work-order lineage and final issued invoice number first.