System Values - General - Document Prefixes
PrefixesThe Document Prefix screen is where you can optionally specify document code prefixes. The prefix allows you to add a letter so that it is easier to see that a document code is for a sales order rather than a purchase order. For example, if you would like all sales order numbers to start with 'S' followed by the next sequential number, then you would put S in the "SO Code Prefix" field. Similarly, you can do this for other document types as follows:
|The code used for all documents
|Supplier delivery note
The following options are available:
- 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 =
- Pad code 2 =
- Pad code 3 =
- Pad code 4 =
- Pad code 5 =
Note: consider how many orders you are likely to take and assume several years of this volume before deciding on what level to pad your codes to.
- Pad code 1 =
- All Code Prefix: global document code prefix, for example your company initials.
- SO Code Prefix: sales order code prefix.
- SR Code Prefix: supplier return code prefix.
- Inv Code Prefix: sales invoice code prefix.
- PO Code Prefix: purchase order code prefix.
- DN Code Prefix: supplier delivery note code prefix.
- SK Code Prefix: stock item code prefix.
- CN Code Prefix: credit note code prefix.
Note: KCSL 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.
- CU Code Prefix: customer code prefix.
- SU Code Prefix: supplier code prefix.
For more information on setting up document prefixes within Khaos Control please see How To: Setup Document Prefixes within Khaos Control
- The only default option is CN Code Prefix.
- We strongly recommend the use of CN or 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.
- It is not recommended using O, for example SO for sales order, as this is easily confused with a 0 and can cause problems if a customer is trying to inform you of their sales order code, for example SO000123.
- Fields are sorted alpha-numerically, therefore S1000 will come before S999, because 1 is before 9.