trying to create a job number generator
OK so we're using Qbase for sales, so we track customers w/ "opportunities". Each customer can have multiple opportunities.
For the purposes of production, we use a job number that, for now, we manually assign. With multiple salespeople, and 1 person in charge of handing out the job numbers so that we don't duplicate, it creates a lot of work. Here's how our 8 digit number is set up now:
18050025
The 18 is "2018", the 05 is May, and the last 4 digits are a sequential number for total opportunities so far this year. Our business creates custom parts, so our production uses this unique number to track these parts over the years, in the situation that something has to be reproduced down the road.
I can't seem to figure out how to create a formula that would generate this number for me. What I've tried is creating a field in my opportunities table for "job number" that is a formula - numeric. However, every formula I've tried to create has failed with syntax errors, etc. There is very little info on the formatting for these formulas, and I'm not experienced enough with that kind of thing to fumble through it. Ultimately, I don't want to waste 2 hours on it and still not have it. Seems like it should be fairly simple to do. Can anyone out there help me with this?
For the purposes of production, we use a job number that, for now, we manually assign. With multiple salespeople, and 1 person in charge of handing out the job numbers so that we don't duplicate, it creates a lot of work. Here's how our 8 digit number is set up now:
18050025
The 18 is "2018", the 05 is May, and the last 4 digits are a sequential number for total opportunities so far this year. Our business creates custom parts, so our production uses this unique number to track these parts over the years, in the situation that something has to be reproduced down the road.
I can't seem to figure out how to create a formula that would generate this number for me. What I've tried is creating a field in my opportunities table for "job number" that is a formula - numeric. However, every formula I've tried to create has failed with syntax errors, etc. There is very little info on the formatting for these formulas, and I'm not experienced enough with that kind of thing to fumble through it. Ultimately, I don't want to waste 2 hours on it and still not have it. Seems like it should be fairly simple to do. Can anyone out there help me with this?
