What is Document ID Generator?
The Document ID Generator, located in Auto Sourcing, helps you automatically generate ID numbers for your documents. This feature lets you choose a starting value that increases with each new document you create, saving time and reducing manual entry.
💡 Common uses for Document ID Generator include:
Invoice Numbers
Customer Order Numbers
Advance Ship Notice (ASN) Numbers
Setting up a Document ID Generator
Navigate to the Settings tab in Fulfillment. Click into Auto Sourcing.
Within the Auto Sourcing Tab, click Document ID Generators.
Click the Add Doc ID Generators button.
Enter your desired Starting Number. The number is required and will automatically increase by one each time the Document ID is used. The Next Value (shown below the Prefix) displays the number that will be used the next time a document is created with the Document ID Generator.
Click Add to create a generator, or skip to the next section if you’d prefer to assign it immediately.
Optional: Add a Prefix and/or Suffix to format the number in a custom way as needed.
Optional: Create a Name to distinguish it from other Generators.
🎉 You have successfully created a Document ID Generator!
If you would like to assign it within the same window, continue to the next section.
Assign a Generator During Document ID Generator Setup
If you would like to assign your Document ID Generator to a document immediately after creating it, follow the steps below.
Click the Edit link to assign the generator to a document.
Select the Partner, Document Type, and Field that will use this generator.
⚠️ Note: Each field can only have one generator assigned to it.
You can assign a single generator to multiple Partners or Document Types by clicking the Add
button. The generator will continue the sequence across all selected Partners and Document Types.⚠️ Note: If each Partner or Document Type needs its own unique numbering sequence, create a separate Document ID Generator for each.
Assign a Generator to a Field from a Specific Document
Once the generator has been created, you can assign it to additional partners and fields either by using the method above or directly within a specific document in Auto Sourcing. Follow the steps outlined below to get started.
First, click into the document you want to view.
Next, find the field that you would like to assign a generator to.
Click Edit in the upper-right corner of the field.
In the Doc ID Generator drop-down, select the generator you would like to assign to this field.
Click Apply.
More Information
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