How do I set an order reference line as document number for subsequent documents?

Overview

When entering a sales order in metasfresh, it may occur that you want to use the order reference as document number for the delivery note and/or invoice, so that the customer can easily allocate these documents to his own, while at the same time keeping your own internal sequential numbering intact.

In order to carry over the order reference automatically onto the delivery note or the invoice document, please proceed as follows:

Steps

1. Open “Document Sequence” from the menu.
2. Use the filter to find the entry of the document whose sequence number shall be replaced by the order reference and open it, e.g., MM Shipment (= delivery note) or AR Invoice.
3. In the field Abw. Sequenznummer-Implementierung (alternate sequence number implementation), pick POReferenceAsSequenceNoProvider.

   Note: The order reference will take the sequence number’s place on the delivery note and invoice, respectively. The internal sequential numbering will stay intact and continue running.

4. Optional: Append affixes to the document sequence (reference).
5. metasfresh saves the progress automatically.

Example