This article reviews the reference numbers within Pallet Connect. Reference Numbers relate to transactions such as Vendor pick up and drop offs and their supporting documents. They are generated by the system and some numbers can be added.
1. When a Vendor Request is created, a reference number and a request number are automatically generated by the system.
These show up separately on the request screen.
NOTE: The numbers cannot be changed after the request is created. The reference number is always a numerical sequence, the request and rebate numbers can vary based on System Settings.
2. From the slide out menu, various associated documents can be viewed.
3. VENDOR REQUEST: Both the Pick up request and the drop off request will display the request number and the reference number.
4. PICK UP/ DROP OFF SLIP: Both the pickup and drop off off slips show the request number and the reference number.
5. LOAD SHEET: The load sheet that is generated will also show the Request number and it will match the Pick Up Slip document number.
6. When the request is converted into a rebate it will be assigned a rebate number. The internal reference number will still be displayed on the rebate screen.
7. From the slide out screen menu, the Vendor Rebate and POD can be viewed.
8. REBATE: The PDF version of the rebate will contain the rebate number, and the POD (proof of delivery) number.
9. POD: The Proof of Delivery/Pick Up will also show the rebate and reference numbers.
10. OPTIONAL: A Purchase Order number can be added when creating a request, if provided by the Vendor. This is displayed IN ADDITION to the Pallet Connect reference number.
11. OPTIONAL: A Supplier Invoice Number can be added when creating a request, if provided by the Vendor. This REPLACES the Pallet Connect reference number.
12. OPTIONAL: A Paper Reference number can be added, when creating a request. 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.
13. 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.
