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.
|
Record Last Order Details for Account and Stock
Viewed 2850 times since Fri, Jun 19, 2020
Batch “Auto-Run” Documents
Viewed 2747 times since Tue, Jul 3, 2012
Outstanding Orders Report
Viewed 1429 times since Tue, Jul 3, 2012
Set Application Code Formats
Viewed 1622 times since Tue, Jul 3, 2012
Allow Use of Discount / Supplier Matrix Entries from Head Office Accounts
Viewed 2866 times since Fri, Jun 8, 2012
Detail Call Off
Viewed 2251 times since Wed, Jul 4, 2012
Flag User-ID, Date and Time to Order Detail on Document Production
Viewed 2243 times since Wed, Jun 13, 2012
Display Items Available in Other Locations
Viewed 1630 times since Fri, Jun 8, 2012
Part Processing Deposit Lines (SOP only)
Viewed 2098 times since Wed, Jun 13, 2012
Acknowledgements, Delivery Notes and Invoices
Viewed 1428 times since Tue, Jul 3, 2012
|