Contract Numbering Sequence and Numbering Template

Each contract in OfficerRnD has a unique identifier also known as Agreement ID.
Its value is generated by a template that can be configured from Settings/Platform/Contracts. OfficeRnD now also allows you to further modify the contract numbering sequence once you navigate to Settings/Platform/Contracts

The following dynamic tokens can be additionally used in the template:

  1. {{year}} - This token will render to the year selected in the “YYYY” format based on the start date of the contract (e.g “CON - 2020) 
  2. {{locationCode}} - This token will render the string inputted in the Location Code filed in the relevant for the contract location settings.
    The location code can be found in Space/Locations once you open to "Edit" a location.
    It is located in the "General" tab under “unique code”.
    (e.g “CON - MySpace) 
  3. {{number}} - This token will render the next free number in the sequence after the rest of the template is matched to the already existing contracts.
    The {{number}} token can be restarted based on the other tokens.
    This means that when the other tokens change, the {{number}} token will have a separate number sequence based on the rendered result.

Example
If the template is “{{year}} - {{number}}” and we have selected that the {{year}} token restarts the sequence:

  1. The first contract with start day in 2020 will have the number “2020 - 1”
  2. The next contract with start day in 2021 will have the number “2021 - 1” because the {{number}} token restarts with the change of {{year}.

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Note: If the setting for restarting the {{number}} token was off and neither of the dynamic tokens is used, the contract sequence in 2021 will remain unchanged. It will not start from (2021 - 1) but (2021 - 2) because of the {{number}} property and the fact that it isn't restarted so the sequence does not start anew.

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