Announcements

Welcome to Forma for Construction Ideas! View the Forma for Construction Product Roadmap here. Top-voted ideas may be considered for future development. Learn more about the feedback process here.

cancel
Showing results for 
Show  only  | Search instead for 
Did you mean: 

Auto Number and Auto Name For Pay Applications / Main Contract

Auto Number and Auto Name For Pay Applications / Main Contract

When you create an Main Contract, you have to manually enter in the code. 

The request is to make this an Autofill number based on setting parameters. Similar to Number Format setting in the Cost tab of the settings module.

For example: {First 5 digits of the Project Number}

 

The Main Contract Number already populates on the Pay Application - this is wonderful. There are times when the Pay app is a retainage pay app then the number needs to be updated.

The request is to make the autofill Pay app number that already exist to have adjustable parameters that can be configured in the settings similar to Number Format setting in the Cost tab of the settings module.

For Example: Progress Billing: {First 5 digits of the Project Number or Main Contract Number} - {Pay App Number}

Retainage Billing: {First 5 digits of the Project Number or Main Contract Number} - R - {Pay App Number}

 

The Pay App name auto names from the prime contract.

The request is to make the Autofill pay app name have adjustable parameters that can be configured in the settings similar to the Number Format setting in the Cost tab of the settings module.

For Example: {Main Contract Name}{Pay App Number} - {End Period}

  • With the pay app number using 3 digits 
  • End Period format being MM/YY
1 Comment
ian_turner
Autodesk
Status changed to: Accepted
 

Can't find what you're looking for? Ask the community or share your knowledge.

Submit Idea