Ref # ⛭
Ref # (reference numbers) are unique IDs assigned to a trading partner or document. You can set these to increment sequentially as documents are created.
Ref #s are unique identifiers used on all Documents, and these 'trading partner' masters; Customers, Suppliers, and Workers.
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.
'Configure' action on trading partners and Documents, i.e. Sales Order>Configure OR Setup>Configuration>Sales>Sales Order.
The 'Configure' action is only visible and accessible to your Master Administrator.
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.
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.