Proposal summary:
Flowco Ltd would like to update the document number of item receipts created from purchase order and return authorization.
Requirement :
Since implementing RMA’s, our finance team are having trouble differentiating Item Receipts created from an RMA from those created from a Purchase Order.
They are asking if it would be possible to somehow change the prefix on those item receipts, to something like IRC (customers – RMA) and IRS (supplier – PO), even though both use the same standard form?
Don’t really want to change the IR form as this is connected to our WMS.
Our Solution:
This requirement can be achieved by enabling the feature Advanced Numbering. It is possible to add rules that provide document numbers based on the transaction type records.
Please refer to the steps below to update the document number in accordance with the type of transaction of created from record.
- Create a new custom field on Item Receipt record to record the transaction type of the created from record.
- Generate a workflow to set the value on new custom field based on the transaction type of the created from record.
- Create new rules to the Advanced Numbering setup to update the document number of item receipt.
- For IR from Purchases Orders will be: IRS1, IRS2, IRS3…
- For IR from Return Authorizations will be: IRC1, IRC2, IRC3…
Assumptions :
- Enable the feature Advanced Numbering as we couldn’t update the document number using the current set up.
- Will only update the document number of item receipt records.
- Will not update the document number of existing item receipt records.
Risks :
- This solution will migrate the current numbering settings to advanced numbering settings of Item Receipt.
- The new IR document number will begin with 1(Ex: IRS1 and IRC1).
- The document number of Item Receipts created from Transfer Order will be the continuation of the current numbering settings: IR2314, IR2315…
Time:
10 Hours