Creating Prefix Code

Owned by Chilukuri Srinivasa Reddy (Unlicensed)
Last updated: Apr 22, 2024 by Shilpa K (Deactivated)Version comment
 SummitAI Procurement
Procurement


You can create a Prefix Code for each Procurement Tenant.

To create a Prefix Code:

  1. Select Procurement > Configuration > Procurement Tenant.
  2. On the PROCUREMENT TENANT page, on the ACTIONS panel, click PREFIX CODE. The PREFIX CODE page is displayed. See  Configuring Prefix Code for Tenant.
  3. On the PREFIX CODE page, select a Request Type for which you want to create a Prefix Code, and click the  icon in the Prefix Code field. The PREFIX CODE pop-up page is displayed.

    PREFIX CODE pop-up page
    Figure: PREFIX CODE pop-up page

  4. Fill in the required details on the PREFIX CODE pop-up page, and then click PREVIEW to preview the Prefix Code that you generated. For more information about the fields on the PREFIX CODE pop-up page, see Field Description.
  5. Ensure that you have generated the desired Prefix Code in the Preview Prefix Code field, and then click SAVE.
  6. The Prefix Code is displayed in the Prefix Code field of the PREFIX CODE page.

Field Description

The following table describes the fields on the PREFIX CODE pop-up page:

Field

Description

Separator

Select the Separator that you want to display in the Prefix Code. The selected Separator separates the Phrases that are arranged according to the selection of the Sort Order.

Preview Prefix Code

Displays the configured Prefix Code.

Select

Select the check box(es) against the Phrase(s) to preview the Prefix Code.

Phrase

Displays the Phrases that constitute to generate a Prefix Code.

Description

Displays the Description of the Phrases.

Sort Order

Select the Sort Order from the Sort Order drop-down lists. By selecting appropriate drop-down values, you can arrange the Phrases in the Prefix Code in the desired sequence.