Document Numbers for Sales, Purchasing, and Inventory Transactions

Document Numbers, such as the Sales Order number, are auto-assigned by Acctivate and defined in Configuration Management. To get here, go to File > Configuration Management > Company > Numbers. For each Document Type, you must define the Low and High number.  The Next number will increment for each record and should be within the Low and High range. The administrative user can also define an alphanumeric Prefix and/or Suffix for each type of document except for Inventory session numbers.

Document Numbering

In the example above, the Order Number range of A1200T – A2999T would be used in the following configuration with A1880T as the next Sales Order number. When the High number has more digits than the next number, the Document Number will be padded with zeros.  For the Shipment numbering, the next number will read as 0100083 since the High number is 9999999 (7 digits) instead of 999999 (6 digits).

The Documents listed about are found in the following sections of Acctivate:

  • Invoice – Sales Invoice, Service Invoice, and Credit Memo
  • Order – Sales Order, Service Order, and Credit Proof (Credit Memo before Releasing Credit)
  • PO – Purchase Orders
  • Issue – Business Activities
  • Journal – General Journals
  • Package – Packages created in Packaging Manager
  • Shipment – Shipments created in Packaging Manager
  • Inventory – Inventory Session numbers
  • Trace – Track and Trace
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Posted in Configuration - Last modified on August 19, 2016Lauren Stine
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