Home » Categories » Multiple Categories |
Maintain Order Reference as ‘Contract’ Reference |
Article Number: 371 | Rating: Unrated | Last Updated: Wed, Jun 14, 2023 at 5:19 PM
|
Datafile Software Maintain Order Reference as ‘Contract’ Reference The sales and purchase order references are usually a numeric sequence. If using, particularly on the sales order system, the order reference as a contract reference you may want to have an incremental reference per account code – i.e. BAL001/00001, DAT002/00001, BAL001/00002, BAL001/00003, DAT002/00002, etc – and this option allows this. Installation
Code Formats The code format for the sales/purchase order reference needs to be amended to include a prefix of the account code and a delimiter. To amend the code format select Installation from the main menu, lock out the system, and then choose Code Formats. Specify the format required, for example if the account code format is AAA999 then a typical order reference format would be AAA999/999999. The new format for the order reference, and the format of the account code, must be a fixed format – A or 9 (not U or X). If you increase the format size then ensure that the field size for the order reference in the header and detail files, plus the sales/purchase and stock transaction files can hold the increased size. When changing a code format to one with a ‘fixed’ structure like this then any previous records added under the old format will not be accessible. Application User Facilities An option has been added to the fourth screen of the Optional Features to allow the order reference to be maintained as account/sequence. To access the Optional Features select, from the main menu, Installation followed by Advanced Features Manager and Application User Facilities. Select the sales or purchase order processing application and then select Enter/Amend Orders followed by Advanced Input Facilities and then Optional Features. Order Number is Account/Sequence Set this option to maintain a contract style reference made up of the account code followed by a sequence number. |
Attachments
![]() There are no attachments for this article.
|
Compact & Audit Database
Viewed 1491 times since Wed, Jul 4, 2012
Quick Forms – Use Form Quantity as ‘Guide’
Viewed 916 times since Wed, Jun 13, 2012
Select Alternate Part References
Viewed 101 times since Tue, Oct 15, 2024
Order Entry - Allow Details Option when Updating Order Header
Viewed 112 times since Thu, Oct 24, 2024
Additional Detail Entry Options
Viewed 1563 times since Tue, Jul 3, 2012
Detail Back-2-Back
Viewed 1939 times since Wed, Jul 4, 2012
Inserting New Items - Document Design Manager
Viewed 1760 times since Wed, Jul 4, 2012
Detail Optional 4
Viewed 1805 times since Wed, Jul 4, 2012
Extra File Scans
Viewed 1547 times since Wed, Jul 4, 2012
Default Nominal Code on Documents
Viewed 1579 times since Tue, Jun 12, 2012
|