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Order Reference Sequence Options

Article Number: 2311 | Rating: Unrated | Last Updated: Wed, Oct 23, 2024 at 12:03 PM

When adding sales and purchase orders the order reference is typically an incremental reference and automatically incremented. This incremental reference is maintained per company.

Datafile Premier users have the option to link an Order Processing system to another company and will sometimes have two or more companies sharing the same Order Processing and accounts files but different Order Processing configurations.

You may, for example, have a standard Sales Order Processing system for trade orders but a more cut-down Order Processing screen entry and document requirement for a retail focused system where quick processing and limited data entry is required. In this configuration each Order Processing company would have their own Order Reference sequence. This new feature allows you to share the reference across companies.

Installation

System Profiles

The option to use another company for the Order Reference is enabled within the Order Processing System Profiles. To update select Installationfrom the main menu and then Application Manager and System Profilesbefore selecting the required Order Processing application.

Link Order Reference to Another Company – setting a company code here means that when adding a new sales/purchase order the system will read and update that company file for the last order reference added, incrementing by 1 and using this new reference when adding the sales/purchase order in the current company.

Link Order Reference to System Wide References – in addition to using multiple companies to add Sales/Purchase Orders some users will also develop Profiler Applications to add sales/purchase orders. These applications use their own sequences either within the screen or using a Profiler option for ‘System Wide References’. Setting the application number of the system wide reference here (1-16) allows you to share the same Order Reference sequence between Profiler options and Order Processing.

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