To assign the Sage document number and Purchase Order (PO) number on Export from Transaction Manager:
In Foundry, choose Menu > Transaction Manager > Business System.
On the Business System Setup page, click the business system company name.
On the Business System Company Setup page, select Company Configuration > Integration Options from the action bar.
On the Integration Options page, locate the Next Document Number setting.
To have Transaction Manager assign the document number upon export to Sage, the Empty box should be unchecked
To assign a prefix to the next document number, enable the Prefix checkbox and assign a prefix (in the example, the prefix is being used to identify this as an EDI order)
To increment the next document number upon export to Sage, enter the next document number in the Number field.
Related Topics
rev: 01/22/24