Set Up & Use Custom Numbers

Custom numbers are available only for certain records and therefore may be edited, but not created.

Some custom numbers are cycle-specific. If the custom number is cycle-specific, the column displays the user’s current cycle. If the custom number is not cycle-specific, this column displays All Cycles. AptaFund determines which numbers are cycle-specific.

Specify a new custom number or edit an existing one

1. Select System Configuration from the Administration menu, and click on the Custom Numbers tab.

2. Check the box for the number you want to specify, and click the Edit button.  The Edit Custom Number window opens. Note: The Display Name and Cycle fields are read-only.

3. Complete the other fields as described.

   • Select Yes from the Enabled pull-down list.

   • In the Mask field:

   • • enter the alphanumeric constant prefix as desired.

     • and enter the sequential numeric portion of the mask. The default value, xxxxxx, is for a six-digit number.

   • Enter the Next Number that should be used for the next record created. The default is the number 1.

4. Click Save to save the record and return to the Custom Numbers window.

Disable (quit using) a custom number

1. Select System Configuration from the Administration menu, and click on the Custom Numbers tab.

2. Check the box for the number you want to disable, and click the Edit button.  The Edit Custom Number window opens.

3. Select No From the Enabled pull-down list.

4. Click Save to save the record and return to the Custom Numbers window.

Return to System Configuration — About Custom Numbers

Return to Fiscal Year End Rollover Checklist