The article has been updated successfully.How do I set up my invoice numbering in FrameReady to continue on from my old system numbering?
This procedure is only to be done when you are first setting up FrameReady and would like to continue with your old invoice numbering system. It is recommended that you contact STS technical support for assistance with this procedure. If the process is done incorrectly, you will not be able to “undo” it and all of your previously entered invoices will be lost!1. Go to Invoice file > New Invoice.
Write down the invoice number that was just created.
2. Click the Find button and enter the number in the invoice number field. Perform Find.
You should now have only one invoice on your screen. To verify, look for the number of records (to the right of the Sales Rep field). The number displayed should be 1 of 1. If the number is greater than 1, stop and call tech support. 1-888-281-3303.
3. Click in the Invoice number field.
NOTE: The field that has your cursor in it, is the field which will be affected by the Replace command.
4.. Choose Records > Replace Contents...
The Replace dialog box will appear.
5. Select "Replace with serial numbers:"
6. In the Initial value field enter the last invoice number used in your old system.
7. Click Replace.
The invoice numbering will now follow the correct sequence when a new invoice is created. The last invoice you created will retain the number given and all subsequent invoices will increase by one.
TIP! You can also change the invoice serial numbering option when you begin to enter your existing invoices and it will save you having to type them in for each invoice. Keep numbering for Work Orders, Invoices and Products different to prevent conflicts which could result in a lookup error when making an entry on an invoice. (E.g. WO # 100004 and Product # 100004 would result in a conflict.)
Remember...
Work Orders are alphanumeric, e.g. A0008.
Invoices are numeric only, e.g. 1527.
Products may be any combination of letters + #s.
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Last Updated
14th of December, 2009
