Here the custom segment is Fund number
Currently fund numbers are generated manually and a master Excel spreadsheet is kept determining what fund numbers have been used and what number is next.
Currently the fund numbers are smart numbers and have 3 two-digit sections and we want to keep this numbering system.
213001 =
21 | 30 | 01
1st two digits 2nd two digits 3rd two digits
- The first two digits “21” are for the current year.
- The next two digits determine the type of fund.
- 00 – 29 = Customer numbers
- 30 – 49 = Vendors that are not connected to a Type A custom list.
- 50 – 79 = Vendors that are not connected to a Type B custom list.
- 80 – 99 = Vendors that are not connected to a Type C custom list.
- The last two digits are a counter, i.e. the first new charity of the year is 01, the second is 02 etc. until such time as all 99 digits have been used, then the second two digits would advance by 1 and the last two digit counter would start at 01 again. You will need to know what the last highest number is to allocate the next available number to a fund
It should be noted that once a fund number is allocated it is not changed even if a Vendor is moved from Type A, B, or C custom lists.