How To: Setup Document Prefixes within Khaos Control
- WARNING: You need Admin permission to change System Values.
Document code prefixes enable users to easily and quickly identify document types.
- Click on
[ System Operations ]on the main menu. - Select
[Edit System Values...]from the top of the drop-down menu. - Select
[General - Document Prefixes]from the panel on the left. - 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
Sdepending 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
- Pad code 1 =
- 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.
- 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
- 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.