Two different series of orderUpload ImagesLink Despina Karayanni 14 months ago
Hello, First, thank you for the very instructive videos. I have a question. I need to pool order numbers from two different ordering series. E.g. order# type 1 and order# type 2 (same customers and providers pool). Is there an elegant way to do this with ACESS? Thank you very much in advance.
I'm sure there is, but I need to know more about your setup. What exactly are these order number types and how do you derive them?
Despina Karayanni 14 months ago
Hello Richard,
Actually, first, all quotations/orders follow a common series company reference # (e.g. DES20210203, DES20210204 and so on). Afterwards, because one b2b customer group is billed locally, we issue local orders/invoices (one order/invoicing series), whilst, the second b2b customer group is global, and we issue (keep) a different series of orders/invoices #. Our customers may belong to both customer groups (depending on the job case: local vs. global) and we refer to the same providers for all of them.
Well, the Custom Sequential Number video shows how to create a custom sequential number like the one you show there. You would just need a field in the customer table to indicate which schema to use for their prefix. One could be DES##### and the other maybe LOCAL##### or whatever you want, based on that field.
Despina Karayanni 14 months ago
Thank you very much for your reply.
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