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Format order category numbers on reports

How to build custom number formats for order categories displayed on reports sent to customers and suppliers.

Introduction

Order category number format lets you control how category numbers appear on reports — such as order confirmations, invoices and purchase orders. You can set a different format per order category, so an invoice may appear as INV-2025-00012345 while an order appears as 2026-05-12345.

The setting only affects how numbers are displayed on reports. The numbers stored in the system are not changed.

Prerequisites

  • You must have access to Settings in ProdSys

  • The feature requires a role with permission to change system settings

  • Order categories must already be created

How to do it

  1. Go to System → Settings → Order category number format

  2. Click + Add to create a new row

  3. Select the order category in the Order category column (e.g. Invoice or Order)

  4. Enter the desired format in the Format column by combining tokens and free text

  5. Check the result in the Preview column — it shows how the number will appear using the sample number 12345

  6. Save

The new format is applied to the next report that is generated.

Available tokens

Token

Description

Example

{categoryNumber}

Raw number

12345

{categoryNumber:D10}

Zero-padded to N digits (change 10 to any length)

0000012345

{invoiceDate:dd.MM.yyyy}

Invoice date — any .NET date format after the colon

31.12.2025

{year}

4-digit year from invoice date

2025

{month}

2-digit month (01–12)

12

{day}

2-digit day (01–31)

31

Format examples

Purpose

Format

Result

Invoice with year and eight digits

INV-{year}-{categoryNumber:D8}

INV-2025-00012345

Order with year and month

{year}-{month}-{categoryNumber}

2026-05-12345

Simple invoice numbering

{categoryNumber:D10}

0000012345

Purchase order with date

PO-{invoiceDate:yyyyMMdd}-{categoryNumber}

PO-20251231-12345

Field reference

Field

Description

Order category

Which order category the format applies to

Format

The format string that builds the number. Combine tokens and free text

Preview

Shows how the number appears on a report using the sample number 12345

Tips and best practices

  • Always test the format on a sample report before using it in production

  • Use leading zeros (D8, D10) for a clean appearance on long number series

  • Keep the format consistent across categories — it helps customers and staff recognise the document type

  • Changes only affect new reports. Documents already sent remain unchanged

Related articles

  • System Configuration

  • Reports and email templates


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