Topic: Miscellaneous

Many Documents in salesorder.com such as Customers, Suppliers, Invoices etc. have a common fields called Ref# which is an abbreviation of Reference Number.

The Reference Number is a unique identifier for the document. For example you cannot have two Customers with the same Reference Number.

For Customers and Suppliers the Reference Number typically equates to the Account Number. For Documents such as Invoice it simply equates to the unique Invoice number.

By default the Reference Number fields has the value [auto]. This signifies that the Reference Number will be automatically generated. You can of course enter you own value here, and if required turn auto-generation off.

IMPORTANT: Once the Document has been saved the Reference Number cannot be edited.

Configuring Reference Number Auto-generation

As mentioned above Reference Numbers are by default auto-generated. The auto-generation facility uses a sequence number that is incremented each time a new document is created. This ensures that the numbers are unique. You can also set the starting point for the sequence. In addition a prefix can be specified to allow your company to generate a more meaningful reference.

For example, with Sales Invoices we may want a prefix of INV, and a sequence starting point of 1000. The Reference Numbers generated using the [auto] field would then be INV1000, INV1002...etc.

The auto-generation configuration is set on the associated Document's configuration page. The Configuration pages are located on the Explorer under Setup->Configuration. Alternatively you can simply click the 'Configure' button on the Document's Action Bar.

Setting auto-numbering preferences