Order and Document Number Assignment

Unique numbers are automatically assigned to sales orders, quote orders, invoices, and debit and credit memos during Order Processing conversations.  This feature allows for greater accounting control of online activity.  The user can decide to manually assign all order numbers as an installation option, but order numbers must be unique.

When you press the ENTER key on the header screen, the system automatically retrieves the next available order number.

·      Sales order numbers can be automatically assigned during the Sales Order Maintenance (order add only) conversation. 

·      Quote order numbers can be automatically assigned during Quote Order Maintenance (order add only) conversation.

·      Invoice or cash sale invoice document numbers are automatically assigned during the Open Order Shipping and Billing, and Postbilling conversations.

·      Debit and credit memo document numbers are automatically assigned during the Debit/Credit Memo Entry conversation.

Considerations

Since the system-assigned numbers are assigned prior to actual completion of the order, it is possible for assigned system numbers to be canceled prior to completion of the order.  If you cancel a conversation after receiving a system-assigned number, the transaction register will report the issuance and subsequent cancellation of the number.  Therefore, all issued numbers can be accounted for.

If VAT processing is being applied, documents must be sequentially numbered.  For more information, refer to the VAT Processing key concept in this manual.