These options determine the method to use to automatically generate purchase order numbers for the division.
The purchase order number will consist of the job number, followed by a separating symbol, followed by a 3 digit incrementing number. Each job will have its own set of numbers, and the first purchase order for each job will end with 001 and will increment to 002, 003, etc.
Example:
Job Number: 123456789
Separating Character: "-"
Purchase Order Numbers: 123456789-001, 123456789-002, etc.
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This is the recommended option for numbering purchase orders. |
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This option only applies if the job number is 9 characters or less, or if the last 9 digits of the job number are unique for each job. |
If Job Number + Auto Incrementing Number Per Job is the selected numbering option, the symbol entered in this field will be used to separate the job number (up to 9 digits) and the incremented PO number (3 digits). Commonly used symbols are the "-" and the "/". Type the symbol to be used in the blank field. To have one long number with no separation between the job number and the incrementing number, leave this field blank.
If Job Number + Auto Incrementing Number Per Job is the selected numbering option, the user may choose to trim leading digits from the job number. If the job number is more than 9 characters, and if a unique number for each job can still be achieved by stripping off characters from the left, click the up/down arrows to choose the number of characters to strip when numbering the purchase orders. If the job number is 9 characters or less, leave this field blank.
The purchase order number increments starting with the last global PO number.
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Global numbering will only work if purchase order numbers are all numeric characters (i.e., do not include any alpha characters). In addition, global numbering will only work if the client uses only one sequence of numbers for all areas and all jobs. |
If Global Auto Incrementing Number is the selected numbering option, it is necessary to enter the beginning number in the Last Global PO Number field to start the numbering sequence. Once the original number is entered, this field tracks the last purchase order number that was assigned and issued by the system. To enter the original number to start from, click the up/down arrows to select the starting number.
From the Setup menu, select Divisions.
Or, click on the Divisions icon within the Setup toolbar.
Verify the division currently selected in the Division field is the correct division for which the Purchasing module settings for the division will be defined. If necessary, select a different division from the Division drop-down menu.
Click the 
Purchasing icon within the vertical list of icons on the left.
From the Purchasing tab, select the numbering option to use.
If Job Number + Auto Incrementing Number Per Job is selected:
Enter the character that will separate the job number from the incrementing number.
Enter the number of leading digits to trim from the job number.
If Global Auto Incrementing Number is selected, enter the last PO number that was issued.
Click on Save.
Continue with configuring the purchase order options as necessary, or click the Close 
button to exit the screen.
Purchase Order File Name Format