Introduction

This page allows you to set up the numbers used for creating sales orders, sales invoices, purchase orders, and contracts in the Logistics module in Exact Synergy Enterprise.

Menu path

Logistics/Setup/Settings/Settings

Roles & rights

To set up the numbers used for creating sales order numbers, sales invoice numbers, purchase order numbers and contract numbers, function right 15 – Maintain Item control settings is required. Users with the Item management role have this function right.

For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh and then click the required link under the Role column.

Button

Save

Click this to save the logistics settings.

Close

Click this to exit.

Description

Sales orders section

Number: Starts with

Type a starting number for the sales order number. You can specify up to eight digits.

Sales invoices section

Number

Select a numbering convention to be used by sales invoices. The numbering conventions available are:

• Sequence number — Select this option if you want the number to increase in sequence. For example, 10000001, 10000002, and so on.
• Year: Sequence number — Select this option if you want to use the current year as a prefix and the number to increase in sequence. For example, if the current year is 2007 and the starting number is 100000, the numbers will be in the following sequence: 07100001, 07100002, and so on.
• Invoice code: Sequence number — Select this option if you want to use the invoice code as a prefix and the number to increase in sequence. For example, if the invoice code is 825 and the starting number is 10001, the number will be in the following sequence: 82510001, 82510002, and so on.
• Year: Invoice code: Sequence number — Select this option if you want to use the year as the prefix, followed by the invoice code, and then the number to increase in sequence. The invoice code can be maintained in the division maintenance. For example, if the current year is 2007, the invoice code is 825 and the starting number is 101, the numbers will be in the following sequence: 07825101, 07825102, and so on.
• Invoice code: Year: Sequence number — Select this option if you want to use the invoice code as the prefix, followed by the year, and then the number to increase in sequence. For example, if the invoice code is 825, the current year is 2007 and the starting number is 101, the numbers will be in the following sequence: 82507101, 82507102, and so on.

Number: Starts with

Type a starting number for the sales invoice number. You can specify up to eight digits.

Group by: Invoice debtor contact person

Select this check box to group the related invoice requests based on the debtor contact person when the user performs invoice request processing (click Invoicing in Logistics/Report/Invoice/To be invoiced). By default, this check box is selected. For more information about processing invoice requests, see Generating Sales Invoices.

Purchase orders section

Number: Starts with

Type a starting number for the purchase order number. You can specify up to eight digits.

Contracts section

There is no starting number for contracts. The number for the first contract created is automatically generated by the system. You can modify the contract number after the contract is created.

Number

Select a numbering convention to be used by contracts. The numbering conventions available are:

• None — Select this option if you do not want to use a numbering convention. The system will not generate any number and you can type the contract number manually.
• Sequence number — Select this option if you want the number to increase in sequence. For example, 10000001, 10000002, and so on.
• Account: Sequence number — Select this option if you want to use the account number as a prefix and the number to increase in sequence. For example, if the account number is 1234 and the starting number is 1001, the number will be in the following sequence: 12341001, 12341002, and so on.
• Account: Division: Sequence number — Select this option if you want to use the account number as the prefix, followed by the division, and then the number to increase in sequence. For example, if the account number is 1234, the division code is 65 and the starting number is 01, the number will be in the following sequence: 12346501, 12346502, and so on.

Warehouse section

Default

Select a warehouse to define a default warehouse for the Logistics module.

Related document

• Logistics Sequence Number Settings for Sales Invoices
• Generating Sales Invoices