Contract Numbering Sequence and Numbering Template

Introduction

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

Dynamic Tokens

Navigate to Settings/Platform Modules/Templates/Contracts and open a template. Below is a list of dynamic tokens for use in the numbering section of the template:

1. {{year}} - This token will render to the year selected in the YYYY format according to the start date of the contract (e.g “CON - 2020).
2. {{locationCode}} - This token will render the string inputted in the Location Code filled in the contract location settings.
   The location code can be found in Space/Locations once you open a location's Edit window. 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. When the other tokens change, the {{number}} token will have a separate number sequence based on the rendered result.

Example

Say the template is “{{year}} - {{number}}” and 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}.

If the setting for restarting the {{number}} token was off and neither of the dynamic tokens were 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.