Background: Numbering System Setup
Use the Numbering System Setup (XOC) program to set the layout for system assigned numbers for orders and other functions. See Road Map for work flow.
This topic has these subtopics:
Global vs. Local
Allow Override
Number Format
Constants
Global vs. Local
You can have the system assign order numbers enterprise-wide (global) or by branch (local). You can decide on global or local for each order type. For example, you could assign purchase order numbers globally and receiver numbers locally.
Allow Override
If you select Allow override?, you give users the option of either using the system assigned number or entering their own number. If you leave Allow override? blank, users must use the system assigned number.
Number Format
Whether you assign numbers globally or locally, you use this program to designate the format of the number. You can use the same pattern for all system assigned numbers, or you can make each type of number different as appropriate for your business.
The only requirement is that the assigned number not exceed 12 characters.
Note
If you did not select the Separate invoice
numbering? option in the System Options Maintenance (XM) program
(Accounts Receivable Options), the Number
size for Sales order must
not exceed 9. If you want invoice numbers to be the same as order numbers,
the invoice number will be built from the order number plus the 3-character
shipment number plus a 3-character transaction number. For example, suppose
your sales order number is 000214123, your invoice number will be 000214123001
001, which is the order number + the shipment number + a transaction
number.
Constants
Whether you assign numbers globally or locally, you have the option of a user-defined constant as part of each number. The maximum length of a constant is 4 characters. For purchase orders, you might use PO, PUR, or PURC. It is strongly recommended that you not use special characters (e.g., ?, #, &, +, |, <, >, *, :, /, \, [, ]) in constants.
You can also use standard constants. If you select BRCH, the system substitutes your branch number. If you select INIT, the system replaces it with the User ID from the user's record in the User Maintenance (UIM) program.
You can have the constant appear at the beginning (prefix) or end (suffix) of the number. For example, if you use PURC as a prefix, the purchase order number has 12 characters, and the next PO number is 380, it would be PURC00000380. If you use the constant as a suffix, the number would be 00000380PURC.
Users can enter a shortcut (just the significant digits; in this example 380) whether you use the constant as a prefix or suffix.