How do I customize document sequence numbers?

Overview

In metasfresh, documents are numbered in sequence. You can adjust this numbering to your personal requirements without disrupting a running sequence and risking losing track. By appending affixes (prefixes and suffixes), for instance, you can give every document type their own numbering schema, which will then be automatically applied to every newly created document, respectively, and will help to distinguish documents quickly and easily from one another.

In order to customize document sequence numbers, please proceed as follows:

Steps

1. Open “Document Sequence” from the menu.
2. Use the filter to find the entry of the document whose numbering you want to customize and open it, e.g., DocNo. Sales Order.
3. Enter a Prefix and/or a Suffix.

   Note: The affixes are added, respectively, before or behind the sequence number without disrupting the sequential numbering itself, e.g.:
   Document no.: 0123
   Prefix: SO (Sales Order)
   Suffix: _MAY (Month)
   Customized document no.: SO0123_MAY

4. metasfresh saves the progress automatically.

Next Steps (optional)

• Set the reference line of a sales order as document number for subsequent documents.

Example