Each sales order is assigned a unique number to facilitate its identification and tracking throughout the sales process. Similarly, searching within sales documents using the reference document number is based on the assumption that this number is unique to prevent potential errors.
To address this, "Edara" offers the ability to "Prevent Duplicate Ref. Doc.". This article outlines the steps to enable this feature.
Preventing duplication of Ref. Doc. in Sales Orders
Go to Settings.
Open the “Module Settings" page.
Navigate to “Transaction Header” under the “Sales” module.
Enable the “Prevent duplicate Ref. Doc.” setting.
Click “Save”.
Note: You can also apply this setting to purchase documents by following the steps outlined in the article, "Prevent Duplicate Ref. Doc. in Purchase Orders".
If you encounter any challenges or have any questions during these processes, you can contact our technical support team, which is ready to assist you.