Client, Code Sequencing
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Each Client must have a unique code of up to 10 characters. This is used to identify the Client throughout finPOWER Connect.

When adding a new Client you can either manually assign the Client a unique (and non-existent) code, or use the auto-sequencing code facilities.

When you leave the code field blank finPOWER Connect will automatically assign the Client a code during the save process.

  • Avoid numbering Codes starting from 1. This is because finPOWER Connect orders codes alphabetically, therefore the numbers 1 through to 15 would be ordered as 1, 10, 11, 12, 13, 14, 15, 2, 3, 4, 5, 6, 7, 8, 9.
  • Start number sequences from a large number such as 100000, so they will be ordered the same whether treated numerically or alphabetically.
  • The following characters should not be used in codes _%'*?.
  • Non-numeric "Next Client Code" prefix can be used if desired. An example might be "C5000", and finPOWER Connect would generate codes like C5000, C5001, C5002, C5003 etc.

Joint Client Code Sequencing

Global Settings, Client, New Clients

Joint Code

To have a code sequenced from the first joint client to be allocated to the next Joint Client created, enter [Main].[Seq] up to a maximum of 10 characters. This code will only be used for Joint Clients added via the simple method. Leave blank to use the standard sequencing defined.

Topic last updated on 19/12/2016 9:38AM Client.CodeSequencing