Process numbers¶

A process number is a case identifier shared by all the documents that belong to the same business matter: the opportunity, the quotation, the purchase orders, the transfers, the invoices, the project, and its tasks. Once the documents carry the same process number, the whole history of a case can be found from a single record, whatever application the documents were created in.

The feature is made of a base module, Process Number (process_number), and one optional bridge module per application.

Configuration¶

Go to Settings ‣ eYssen ERP, and, in the Process Number section, enable Process Number. Then, tick the applications in which process numbers are to be used, and click Save:

Option	Module	Documentation
CRM	`process_number_crm`	Leads and opportunities
Sale	`process_number_sale`	Sales order extensions
Purchase	`process_number_purchase`	Requests for quotation
Stock	`process_number_stock`	Stock helpers
Invoicing	`process_number_account`	Invoices and bills
Project	`process_number_project`	Process numbers in Project

screenshot: general-process-numbers-settings

menu: Settings ‣ eYssen ERP
shows: The "Process Number" section of the eYssen ERP settings with the "Process Number" option enabled, the six application checkboxes below it, and the "Create Automatically" checkbox under CRM.
highlight: The "Process Number" setting block (red frame).
module: eyssen_base, process_number, process_number_crm
notes: English UI, light theme, 1440px width, crop to the section.

Manage process numbers¶

The Process Numbers application lists all the process numbers of the current company. All internal users can create and edit them.

Click New to create a process number. The number itself is assigned automatically from the Process Number sequence (by default PN/<year>/<5-digit counter>, e.g., PN/2026/00042) and cannot be modified. It is unique per company. Optionally, fill in:

Assignees: the users in charge of the case;
Description: a rich-text description of the case. Several users can edit it at the same time, and its previous versions are kept in the history of the field.

The chatter of the process number can be used to discuss the case and to schedule activities; the activities are also displayed in the list and in the activity view. A closed case can be archived with the Action ‣ Archive menu.

Each installed bridge module adds to the process number form a smart button with the number of linked documents, and the list of these documents. The same documents are shown as tags in the list view of the process numbers.

Tip

The prefix and the padding of the numbers can be changed in developer mode from Settings ‣ Technical ‣ Sequences & Identifiers ‣ Sequences, on the Process Number sequence.

Note

A number is reserved as soon as the creation form is opened. Discarding the form therefore leaves a gap in the numbering.
The cost summary table displayed at the top of the form (planned cost, actual cost, readiness) is a placeholder: it is not filled in yet.

screenshot: general-process-numbers-form

menu: Process Numbers ‣ (open a process number)
shows: A process number form with the smart buttons of the installed bridge modules (CRM Leads, In Invoices, Out Invoices, Projects, Tasks), the number in the title, the lists of linked documents and the Description tab.
highlight: The row of smart buttons (red frame).
data: Process number "PN/2026/00042" linked to one opportunity, two vendor bills and one customer invoice.
module: process_number, process_number_crm, process_number_account
notes: English UI, light theme, 1440px width.

Link a document to a process number¶

On the documents of the applications for which a bridge module is installed, the Process Number field is displayed above the title of the form. Either select an existing process number, or, as long as the field is empty, click Create a new process number in the yellow banner to generate a new one and link it to the document in one step.

Changes of the process number are logged in the chatter of the document.

Leads and opportunities¶

With the Process Number - CRM module (process_number_crm), the Process Number field is available on leads and opportunities: on the form, as a column of the list view, and on the Kanban cards of the pipeline.

To get a process number for every new lead or opportunity, go to Settings ‣ eYssen ERP, and, in the Process Number section, tick Create Automatically under the CRM option. The setting is company-specific. A lead created without a company gets a number as soon as the option is enabled in at least one company. Leads that already have a process number, e.g., one selected on the creation form, keep it.

On the process number, the CRM Leads smart button opens the linked opportunities in the pipeline, and the CRM Leads list shows their name, salesperson, expected revenue, and stage.

screenshot: general-process-numbers-crm-lead

menu: CRM ‣ (open an opportunity without a process number)
shows: The top of an opportunity form with the empty "Process Number" field and the yellow banner "Create a new process number or select an existing one!" above the opportunity name.
highlight: The "Create a new process number" link (red frame).
data: Opportunity "Office furniture for Deco Addict".
module: process_number_crm
notes: English UI, light theme, 1440px width, crop to the upper half of the form.

Invoices and bills¶

With the Process Number - Account module (process_number_account), the Process Number field is available on all journal entries: customer invoices, credit notes, vendor bills, and refunds. It is also added as the first column of the customer invoices list.

On the process number, two smart buttons and two lists separate the documents:

In Invoices: the vendor bills and vendor refunds of the case;
Out Invoices: the customer invoices and credit notes of the case.

Note

The process number of a sales order is not copied to its invoices automatically; select it on the invoice.