References numbers are used to identify and track various items in Agronomy, such as custom application. Reference numbers are location specific, and you can use them to search for various items.
Use the Manage Agronomy Reference Numbers window to setup reference number prefixes and starting numbers.
You can optionally change reference number default prefixes and starting numbers. Prefixes are optional to have but starting numbers are required. When you tell agrē you want it to generate Agronomy reference numbers automatically, such as on a field scout, 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.
Note
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 on custom app), the next consecutive number appears in the Number column for that item automatically. For example, if the starting number for custom app is 001, then the reference number for the first custom app created in Edmonton (according to the prefix specified) is CAE001, where CAE is the prefix and 001 is the starting number. The Number column would then display 002 as the new starting number since 001 has been used.
You cannot have duplicate reference numbers. If you change the starting number to a number that already exists for an item, such as a custom app 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.
Tip
If you'd like all transactions to be numbered sequentially no matter which location they are created from, use the same Prefix (prefix is optional) and the same Starting Number for each location.
To edit an Agronomy reference number
Navigate
to File > Manage > Reference Numbers
> Agronomy.
The Manage Agronomy Reference Numbers
window opens.
Location Specific tab
(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 boxes, change the prefixes
for the various items displayed in the first column, such as Custom
App.
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 custom app in
Edmonton might be CAE (for Custom App Edmonton), or ECA
(Edmonton Custom App). The prefix for custom app in Calgary might
be CAC or CCA,
and so on according to the priority of locations.
In the Number boxes, change the starting numbers for the various items.
Company Wide tab
Field Scouts
(optional) In the Prefix
box, define a prefix for all field scout reference numbers.
The same prefix will be applied to all field scouts (it is not location-specific).
In the Number box, specify a starting number for the next field scout that is saved.
Click
Save.
Changes made affect future reference numbers only; no existing reference
numbers will be changed.