Inventory Reference Numbers

References numbers are used to identify and track various items in Inventory, such as inventory adjustments, location transfers, and manual counts. Reference numbers are location specific, and you can use them to search for various items.

Use the Manage Inventory Reference Numbers window to edit specific reference numbers.

 

Editing Inventory Reference Numbers

Manufactured products, inventory adjustments, manual counts, and locations transfers have reference numbers.

Note

Inventory receipts also have reference numbers; however, they are taken from the supplier’s bill of lading and are therefore entered manually. You can edit inventory receipt reference numbers when you edit an inventory receipt.

You can optionally change reference number default prefixes and starting numbers. Prefixes are optional to have but starting numbers are required. When you generate reference numbers automatically, such as on manufactured products, the default settings apply. If you enter reference numbers manually, the default settings do not apply.

Any changes that you make to reference number settings affect future reference numbers only; past reference numbers (already created in the system) are not affected.

Tip

If you'd like all transactions (for example all Inventory Adjustments) to be numbered sequentially no matter which location they are created from, use the same Prefix (if using an optional prefix) and the same Starting Number for each location.

To edit an Inventory reference number

Navigate to File > Manage > Reference Numbers > Inventory.
The Manage Inventory Reference Numbers window opens.

(Config U) In the Location box, enter the location that contains reference numbers to edit.

Click Retrieve Reference Numbers.
The rest of the window is available for use.

In the Prefix column, change the prefixes for the various items displayed in the first column, such as Manufacturing.

The prefixes appear on all reference numbers. Each location in your company can have unique prefixes. For example, you may use the same prefix letters but unique abbreviations to identify the locations. If Edmonton is the main location, then the prefix for manufactured products in Edmonton can be MNED. The prefix for manufactured products in Calgary can be MNCL, and so on according to the priority of locations.

In the Starting Number column, change the starting numbers for the various items in the first column.

Starting numbers represent the next sequential reference number to use for various items, and they appear after the specified prefixes. When the starting number is used for an item (such as for manufacturing), the next consecutive number appears in the Starting Number column for that item automatically. For example, if the starting number for manufactured products is 01, then the reference number for the first manufactured product created in Edmonton (according to the prefix specified) is MNED01, where MNED is the prefix and 01 is the starting number. The Starting Number column would then display 02 as the new starting number since 01 has been used.

Note

You cannot have duplicate reference numbers. If you change the starting number to a number that already exists for an item, such as a manufactured product in Edmonton, agrē allows you to save your changes; however, agrē then automatically updates the starting number to be the next consecutive number so that duplicate reference numbers do not exist.

Click Save.
Changes made affect future reference numbers only.