How To: Setup Document Prefixes within Khaos Control


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WARNING: You need Admin permission to change System Values.


Document code prefixes enable users to easily and quickly identify document types.

  1. Click on [ System Operations ] on the main menu.
  2. Select [Edit System Values...] from the top of the drop-down menu.
  3. Select [General - Document Prefixes] from the panel on the left.
  4. In the Document Code Options area populate the following areas as required:
    • Pad Codes To: indicates the maximum number of zeroes to put into document codes to convert them to the required length, for example with a Sales Order document prefix of S depending on the pad code will result in:
      • Pad code 1 = S01
      • Pad code 2 = S001
      • Pad code 3 = S0001
      • Pad code 4 = S00001
      • Pad code 5 = S000001
    • All Code Prefix: for adding a global document code prefix, for example your company initials.
    • SO Code Prefix: for adding a prefix to Sales Order documents, for example S*.
    • SR Code Prefix: for adding a prefix to Supplier Return documents, for example SR*.
    • Inv Code Prefix: for adding a prefix to Sales Invoice documents, for example INV*.
    • PO Code Prefix: for adding a prefix to Purchase Order documents, for example P*.
    • DN Code Prefix: for adding a prefix to Delivery Note documents, for example DN*.
    • SK Code Prefix: for adding a prefix to Stock codes, for example SK.
    • CN Code Prefix: for adding a prefix to Credit Note documents, for example CN*.
      Note: We strongly recommend the use of "CR" (or an alternate prefix) for Credit Notes. Failure to assign a unique prefix to Credit Notes is likely to result in confusion when viewing lists of Sales Invoices and Credit Notes and could lead to data loss.
    • CU Code Prefix: for adding a prefix to a Customer reference number, for example CU.
    • SU Code Prefix: for adding a prefix to a Supplier reference number, for example SU.
  5. Make the required changes, then click on OK.
    Note: all users will need to log out and then back into Khaos Control for the changes to take effect.

*: Recommended prefix.

See Also


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