Document Number Based On Sales Person For Order Entry – Sage 300 ERP (Accpac ERP)

By | March 6, 2017

In our previous blog, we have seen the multiple transnational screens where we have used the document numbering function in which we have usually generates the numbering using following numbering method account Set, Location, Account set | Location, Bank Code now in this blog let’s see how to generate the document numbers based on the Sales Parson.

New stuff: Export Sales by Salesperson

Based on sales person option we can generate Document numbering for Order entry screen, and for that we have newly added the sales person option on numbering method field at Document numbering module.
Once we set the numbering method as “Sales Person” as shown in below screen shot, user needs to map the sales persons on this screen to generate number as per Sale person.

Numbering Mapping Screen


At detail grid, we can select the available salesperson code from its finder which has been created at Order master .

Numbering Mapping with Numbering Method set as Salesperson


• On Single sales person we can assign structure code and as per that structure code number will get generated as shown in below image
• We can set the multiple sales person code with multiple prefix, structure code for number mapping.

Salesperson BB Mapped on Screen


• Once the mapping gets done, we can do the transactions of Order entry of Any type (Active/ standing/Quote/Future).
• On order entry screen, where we will make the order entry transaction and then as per mapping, Document number will get generated as per below image and it will create number based on first sales person code available at sales split tab of order entry screen .

OE Entry Number generated for Salesperson BB


• As shown below if we want to generate document on sales per code “DS” then we have to set it manually at first position at sale split tab, and have to shift the BB to next to that. Accordingly the number will gets generated for “DS” ( first sale person code) based on Document Mapping mapping.

OE Entry Number generated as per First Salesperson DS


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