Document tab for Locations

Updated by Cheryl Wallace

The Documents tab applies only to stocking locations.

The Documents tab It is used to customize auto-numbering for each document type using an optional prefix and last number. Document numbers are always incremented by 1. If the last number is already used, the following document generated will use the next consecutive number.

This is an optional step and only needs to configured when using special numbering sequences or an alpha prefix, such as an abbreviation of the stocking point name, is desired.

Keep in mind when sorting transactions, document identifiers are alpha-numeric therefore they do not sort in numeric order. All documents starting with 1 will fall together, followed by all transactions starting with 2. Example: 1, 10, 19872, 2, 20, 2001.

 The following document numbers can be defined on this tab:

  • Inventory Receipt
  • Inventory Return
  • Lost In Transit
  • Purchase Order
  • Purchase Requisition
  • Transaction
  • Transaction Requisition
  • Transfer
  • Transfer Receipt
  • Transfer Request
  • Work Order

See also:

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