Multiple PO number sequences in your free Purchase Order Software

Lisa works in the construction industry in South Africa and was asking about setting up different sequences of PO numbers for each of her projects…

“We work on a lot of different sites and we need different sequences of (Purchase Order) numbers for each project/job – how do I configure the different sequences?”

Sure thing Lisa, you can set up a different “PO Number Set” for each Project/Job, each with its own incrementing PO number.  Then you can select that Number Set when creating orders for that project.  Here’s the menu option…
– PURCHASING > Setup system > Incrementing document number sets > POs

If you like, you can also assign a default PO Number Set to each user (e.g. if a user works on specific Project), so that it defaults to their PO Number Set automatically for each new order.  You can optionally do that using the field called “PO/Req/RFQ number set”, in the [SETTINGS] Folder of the User Master File.

If you don’t specify a default for a user (e.g. if they work on multiple projects/jobs), they can just select a PO Number Set when creating each new Purchase Order in their PO work Area.

Finally, if you want a user to have access to ONLY one Number Set and no others, you can use the “Force?” check-box, just to the right of the “PO/Req/RFQ number set” field…

PO Number Settings for User

One comment

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s