This article reviews the reference numbers within Pallet Connect. Reference Numbers relate to transactions such as Supplier Purchases and their supporting documents. They are generated by the system and some numbers can be added.
1. When a Supplier Purchase is created, a reference number and a purchase number are automatically generated by the system.
These show up separately on the PO screen.
NOTE: The numbers cannot be changed after the purchase is created. The reference number is always a numerical sequence, the purchase and bill numbers can vary based on System Settings.
2. From the slide out menu, various associated documents can be viewed.
3. PURCHASE ORDER: The Purchase Order will display the purchase number and the reference number.
4. When the purchase order is received it is converted into a purchase it will be assigned a purchase number. The internal reference number will still be displayed on the rebate screen.
From the menu, the Purchase and POD can be viewed.
5. BILL/PURCHASE: The PDF version of the purchase will contain the purchase number, reference number and the POD (proof of delivery) number.
6. POD: The Proof of Delivery/Proof of Service will also show the purchase and reference numbers.
7. OPTIONAL NUMBERS: An External Reference number can be added when creating a purchase, this is a Broker's Purchase Order Number. This is displayed IN ADDITION to the Pallet Connect reference number.
A Supplier Invoice Number can also be added, if provided by the Supplier. This REPLACES the Pallet Connect reference number.
A Linked Order Reference number can be inputted, if this purchase is specifically for a customer order. This is displayed IN ADDITION to the Pallet Connect reference number.
A Paper Reference number can be added as well. This can be used for any additional reference number that is needed in the transaction and is displayed IN ADDITION to the Pallet Connect reference number.
8. SETTINGS: There are some system settings that affect the reference numbers.
"Sites Use Unique Invoice Numbers" > Use different sequencing in multi facility sites
Starting Numbers and Prefix > change starting numbers and suffix or prefix, to customize transaction numbers.
Hide PO number/Hide paper reference number > cannot be added in the system.
