290
I have all of my sales document types set up to allow "override document numbers".
However, when I go to transfer a Quote to and Order it creates the order and automatically pre-fills the document number. The box is grayed out and doesn't allow me to change or override the order document number. Is there a setting or something I'm missing to be able to do that?
*This post is locked for comments
Hi Nikkig,
Ian is right (no surprise there), but I wanted to add that you can override the Document ID and Batch Number if you want. Many folks I've worked with did not know this, so I thought I'd add this info.
To access the window where you can change the Batch, Doc ID, and add a GL reference, click on the blue arrow next to the Document No. field. See the picture below:
Kind regards,
Leslie
You can only override the document number when you're manually created the transactions; when the transaction is transferred the doc number is set by the system and cannot be overridden,
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,269
Super User 2024 Season 2
#2
Martin Dráb
230,198
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (