External Document No in Sales HEader

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Posted on by mbr

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Is there a set up in Nav 2013 that enables us to tell Nav to NOT allow duplicates of External Document No in Sales HEader and Sales Shipment Header? Basically, when user goes into Sales Order Card, as they enter the external Document No, which is usually the Customer PO Number, we want to validate this external document no and make sure it wasn't already used in some records in the Sales Header Table. I gather we can just validate the Sales HEader Table and no need to validate against sales Shipment Header.

If there are no set up available in Nav, I can just go into the Sales HEader Table design and write my validation on the OnValidate event. OR do you recommend OnLookup? Please advise.

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Mohana Yadav 61,005 Super User 2025 Season 2 on at

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You can just mention whether Ext. Doc. No. Mandatory Field is mandatory or not in Sales & receivables setup.

The same thing with Vendor Invoice No. is already existing in Purchase side.

so please investigate and add it to Sales side with External Document No. field also..

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Mbr,

As 'Mohana explained, this can be done in 'Sales & Receivables Setup'.

General Fasttab... Ext. Doc. No. Mandatory Checkbox.

See the image:

Similarly there is settings in 'Purchase & Payables' too.

This settings will indicate about duplicate doc no.

However, this setup will make external doc no mandatory.

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Tharanga Chandrasekara 23,118 on at

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If you want to check if external document No is already been posted, then you have to do the coding. There is no setup available to check the External Document No. duplicates. You can only do it with the coding.
Ext. Doc. No. Mandatory tick in the Sales & Receivable setup only make it mandatory and will not check for duplicates.
You can do this in the OnValidate() trigger of the External Document No. of Sales Header Table or you can check this at the time of posting.
But I rather prefer to do this in the Table, because it will prompt the error as soon as user enter the External Document No.

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mbr 5,136 on at

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Yes. I got it. 'used the OnValidate event and it worked like a charm! Thank you Tharanga!

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