Automating Debtor Numbering in ABOSS
In your ABOSS environment, you can automate debtor numbering for new contacts. When adding a company, the next available debtor number can be automatically selected from your preset debtor group. This article will guide you through setting up and using debtor numbering.
Table of Contents
1. Setting Up Debtor Numbers
2. Using Debtor Numbers for Contacts
1. Setting Up Debtor Numbers
To set up automated debtor numbering:
Go to Office.
Click Debtor Numbering.
Fill in the details for your debtor group:
Title: Name the range by filling in the "Title" box.
Format: Use [number] in your format where you'd like the dynamic number to appear. For example, ABOSS2022[number].
Total Digits: Choose the number of digits for the number. For example, 5 digits will output ABOSS202200001.
Invoice Count: Displays the last distributed number. For example, if the invoice count is set to 7352, the next number will display as ABOSS202207353.
2. Using Debtor Numbers for Contacts
To assign debtor numbers to a company:
Go to your Contacts and search for the company to which you want to assign a debtor number, or create a new company. Debtor numbers are only linked to companies.
In the company details, you’ll find the box labeled Debtor number.
Click on this box, and an extra field will appear where you can select the appropriate debtor number group. Once selected, the system will automatically assign the next number in line.
