General - Document Numbers
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Whenever invoices, sales order, quotations and purchase orders are created, the entrée system will assign them an identification number. This number is used when referencing back to the original document. The values are automatically incremented as they are assigned by the entrée system.
Overpayment CM Item Number
This field defines the Inventory Item Number which will represent cash credit amounts on Overpayment Credit Memos created by the Cash Receipts system.
Entering a value in this field will create a new, non-stock & inactive item which you will not be able to edit directly or manually add to an invoice.
You will no longer be able to create Overpayment Credit Memos until this value has been defined. If this Item Number needs to be changed at some point in the future you may do this by either directly editing the “Overpayment CM Item Number” value in System Preferences or by using the Reassign Item Number utility.
Document Numbers
This section provides a means to override the next number that would be used when a new document is created.
•NECS recommends not changing the default values that are stored in these fields.
Invoice numbers may be up to 6 digits in length, and by default start at 100000. Although changing this value is not recommended, be sure to utilize all 6 digits when overrides are performed.
•If is system option 16 enabled, invoice numbers may be manually assigned to new invoices, providing they are not already in use.
Purchase order numbers up to a maximum of 5 digits in length, and by default start at 10000. Although changing this value is not recommended, be sure to utilize all 5 digits when overrides are performed.
•If system option 101 is enabled, PO numbers may be manually assigned to new POs, providing they are not already in use.
This field displays the last lot number that was assigned. If system option 10 is enabled, entrée uses this value to determine the next suggested lot number, when receiving lot based items. The value is incremented automatically as lot numbers are assigned and will reset it to 0 when it reaches 999999.
•When entrée assigns lot numbers automatically, the assigned number is only a suggested lot number and may be overridden by the user.
•If lot based inventory is not used in the entree system this field may be ignored.
Quotation numbers may be up to 6 digits in length, and by default start at 100000. Although changing this value is not recommended, be sure to utilize all 6 digits when overrides are performed.
Sales order numbers may be up to 6 digits in length, and by default start at 100000. Although changing this value is not recommended, be sure to utilize all 6 digits when overrides are performed.
Last Statement #
Every statement that is printed will be assigned a unique numeric identifier which is up to 8 digits in length. The log will store key information about the statement such as the active aging periods, if credits were excluded, the chosen date range for the statement and a new, system-generated "Document ID". In addition to storing the information about the document configuration the log also records the date and time at which the document was printed and the Security ID of the user account that was used to produce it. Supports scanning and recalling copies of these documents in the entrée.DOC add-on module.
Last Food Show #
Supports scanning and recalling copies of these documents in the entrée.FS, the Food Show add-on module. For more information about the Food Show add-on module visit http://www.necs.com/fs/.