# Ref # ⛭

### **Need to know**

Ref #s are unique identifiers used on all Documents, and these 'trading partner' masters; Customers, Suppliers, and Workers. 

{% hint style="warning" %}
You should decide your numbering / identifier policy before setting up your system. 

Once you set and save a Ref # on a trading partner or document it cannot be changed.
{% endhint %}

### Configure Ref #s

'<mark style="color:orange;">Configure</mark>' action on trading partners and Documents, i.e. <mark style="color:orange;">Sales Order>Configure</mark> OR <mark style="color:orange;">Setup>Configuration>Sales>Sales Order</mark>.&#x20;

{% hint style="info" %}
The 'Configure' action is only visible and accessible to your Master Administrator.&#x20;
{% endhint %}

### Auto generation of Ref #s

Reference numbers can be set to auto-generate and increment from a fixed starting point. You can prefix reference numbers for meaningful distinction and recognition.

Auto-generation increments a sequence number each time a new trading partner or document is saved.

{% hint style="info" %}
When you import a trading partner or customer and you leave the Ref # column on the import sheet blank, the system will automatically generate a Ref # for the imported record.
{% endhint %}

#### Auto generation settings

|                          |                                                                                                                                      |
| ------------------------ | ------------------------------------------------------------------------------------------------------------------------------------ |
| Use Auto-generated Ref # | The default setting is checked. If you uncheck, the system assumes you'll enter the Ref # manually.                                  |
| Ref # Prefix             | Specify a prefix, e.g. CU for *Customer*                                                                                             |
| Current Sequence Number  | <p>On initial setup, where you want your Ref # sequence to start. </p><p></p><p>After setup, the current number in the sequence.</p> |
|                          |                                                                                                                                      |

###


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