Overview
Establish document number prefixes and starting numbers.
Fields
Prepayment Invoice Prefix: This value defines the prefix for a Prepayment Invoice for this Sales Division if one is desired. For example, if 'PP' is entered here, all Prepayment Invoice numbers will begin with 'PP'.
Standard Invoice Prefix: This value defines the prefix for a standard Invoice for this Sales Division if one is desired. For example, if 'INV' is entered here, all standard invoice numbers will begin with 'INV'.
Credit Memo Prefix: This value defines the prefix for a Credit Memo for this Sales Division if one is desired. For example, if 'CR' is entered here, all Credit Memo numbers will begin with 'CR'.
RMA Number Prefix: This value defines the prefix for an RMA Number for this Sales Division if one is desired. For example, if 'RMA' is entered here, all new RMA numbers will begin with 'RMA'.
Quote Prefix: This value defines the prefix for a Rootstock Quote for this Sales Division if one is desired. For example, if 'QT' is entered here, all new Quote numbers will begin with 'QT'.
NOTE The 'Quote Prefix' will not be displayed on the Rootstock Sales Order's Order Number, once the Rootstock Quote is converted as Rootstock Sales Order. However, the original quote number is held on the Sales Order header for reference.
Use Custom Field for Sales Order Prefix: When this feature is enabled, the system will look for a field on the Sales Order Header object (SOHDR) called “custom_soprefix__c,” and if found, use that value as a prefix for auto-numbered Sales Orders.
Sales Contract Prefix (for Auto-Number): This value defines the prefix for a Sales Contract for this Sales Division if one is desired.
Auto Number RMAs: When checked, a new RMA will have its number auto-assigned for this Sales Division, using the value defined under the 'Next RMA Number' field.
Next RMA Number: When 'Auto Number RMAs' is checked, this field becomes enabled and is used to define the next RMA number to be assigned. The value needs to be an integer greater than zero (defaults to 1).
Next Prepayment Number: This required field defines the next Prepayment number to be assigned. The value needs to be an integer greater than zero (defaults to 1).
Next Invoice Number: This field controls the numbering of Sales Order Invoices for this Sales Division when created. The value must be an integer value greater than zero (defaults to 1).
Numeric Invoice Formatted Length: This value defines the length of the Numeric Invoice Format for this Sales Division. It must be an integer value between 0 and 20.
Next Product Serial Number: This field controls the numbering of Product Serial Numbers for this Sales Division when associated Inventory Item is set to 'Assign Serial at Shipment'. The value must be an integer value greater than zero (defaults to 1).
Auto-Number Sales Contracts: When checked, a new Sales Contract number will be auto-assigned for this Sales Division, using the value defined under the 'Next Sales Contract Number' field.
Next Sales Contract Number: This field defines the next Sales Contract number to be assigned. The value must be an integer greater than zero.
SEE ALSO
SO Control Account Defaults Tab
SO Control Auto-Project Tab
SO Control Configurator Tab
SO Control Credit, Charges & Commissions Tab
SO Control Default Commission Schedule Tab
SO Control Form Templates Tab
SO Control FinancialForce Invoice Tab
SO Control GEO Service Tab
SO Control Invoice Processing Tab
SO Control Miscellaneous Tab
SO Control Order Processing Tab
SO Control Price Tab
SO Control Warranty & RMA Tab
SO Control Sales Contract Tab
Sales Order Control
