Update PO or Requisition Number Sequences

  • Updated

Use this process when your institution needs to change the PO or requisition numbering pattern and sequence for a new fiscal year, such as changing from UP00000 to UT00000. Number sequence changes can be completed in both Production and Demo environments.

 

Prerequisites

Before submitting your request, ensure you have:

  • The transaction type(s) requiring an update (Orders, Requisitions, or both)
  • The new prefix/pattern and starting sequence number
  • The desired implementation date and time
  • The environment where the change is required (Production and/or Demo)

 

Step 1: Submit a Number Sequence Change Request

Contact the Unimarket Support Team using one of the following methods:

  1. Submit a request through the Request Support form within Unimarket or email support@unimarket.com.

Subject Line Suggestion: PO/Requisition Number Sequence Request - [Your Institution Name]

  1. Include the following information in your request:
    • The transaction type(s) to update (Example: Orders, Requisitions)
  2. The new numbering pattern and starting sequence number for each transaction type.
    • Example: Prefix UT
    • Starting sequence: 10000
  3. The date and time when the change should be implemented.
  4. The environment where the update should be applied.
    • Production and/or
    • Demo

 

Step 2: Request Fulfilled

The Unimarket Support Team will process the request and notify you, once the change has been completed.

 

Step 3: Complete Banner/EasyConnect Configuration (Banner Customers Only)

If your institution uses Banner with EasyConnect integration, verify the following configuration changes have also been completed.

 

For Requisitions and Standard POs

  1. Add the new code to FOMFSEQ.
  2. Configure the new code in FTMSDAT.
    • Backdate the effective date if the code should be used prior to a specific date.
  3. Update the FZREPRF table:
    • Change FZREPRF_PO_DOCNO from the old document prefix to the new document prefix.
    • Example: Change UP to UT.
    • This update is typically performed by your IT team within the FISHRS schema.

Helpful Tip:

 

For Blanket Orders

 There is a Blanker Order Prefix setting in FZREPRF. And that is needed in order to tell Banner, to swap the first 2 characters of the Unimarket sequence number to what gets set in Banner.

 

FZREPRF fields for Blanket Order sequence configuration:

  • Primary Field: FZREPRF_PO_BLANKET_DOCNO
  • This controls Blanket Order numbering behavior:
    • Setting Behavior 'Y' - Unimarket/EasyConnect generates the Blanket Order sequence number as: FZREPRF_PO_BLANKET_DOCNO value + last 6 digits of Unimarket Order ID (zero-padded to 10 digits)
    • Setting Behavior 'N' - Banner's PO API automatically assigns the Blanket Order number (Unimarket passes the order ID only).
  • If you set to a two character constant (for example, AA or ZZ). Then it will generate a Banner Purchase Order Number based on the constant, plus the last six characters of the Unimarket Order ID.
    • For example, John Smith placed order 0001234 and the two character constant is AA, then the Banner Purchase Order document number would be AA001234.
  • If you are using FZREPRF_ORIGIN_CODE = EPROCUREMENT, you can set to either Y or N as this value will be ignored. The Banner Purchase Order document number will be an auto-generated one-up Purchase Order document number (for example, P0000001) and the Reference Number (FPBPOHD_DOC_REF_NUM) will contain the Unimarket Order ID.

 

Results

The requested PO and/or requisition numbering sequence will be updated in the specified environment. And newly created transactions will begin using the new numbering pattern and sequence.