Here is a quick one, I’m new to Kinetic ERP, where do you set the starting numbers for sales orders, purchase orders, etc… and can you assign a prefix or suffix to these numbers by site to be used as a site identifier.
Thanks, Mark
You want Company Configuration > Modules > Sales > Quote, Order. And Modules > Production > Job. I don’t know of any way to force a prefix. That would be cool!
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Company Configuration. Unfortunately they aren’t all in one place, they’re separated by functional area.
Sales has quotes and orders
Production has job and MRP (I think the firm/unfirm job is the only one that has a prefix available)
Materials has transfer orders and POs
Finance has AR invoices
EDIT - what @nates said lol
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Totally! I forgot about that. Good catch.
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OrderNum, PONum, QuoteNum, etc. are all integer columns, so you can’t natively add a prefix.
If you wanted/needed to, you could potentially add a UD column to store a prefix/suffix and then add that to your SSRS reports, etc.
Like @JMPCONJ noted, JobNum is a string… so pre/suffix there could be done there more easily. But anywhere where the “Nums” are Ints, you’d have to us a UD column to store the prefix, or a concatenated string of Prefix+Int.
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Maintenance and Field service Jobs, if you have those modules, also allow for a prefix.
Nah we’re having enough fun with the basic modules
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