How to Update the Reference Number
When you create an order it is possible to change the reference number. If you do not edit the reference, it will default to the next order number in sequence.
To change the Reference Number select the pencil icon side Reference Number and free form in any numbers. Note: you need to select a unique number, it is not possible to duplicate reference numbers.
After you change the number in the reference number box, it will update the reference number at the top of page and on the main order index page.
Note: you can only change the reference number when the order is in draft status. Once Accept has been selected it will lock in the reference number.
When you create an order it is possible to customize the date of the order. If you do not change the order date, it will automatically default to the date you are creating the order.
To change the order date, select the pencil icon beside the date, then click on the date itself to have the calendar pull down, then toggle it to the new date (which can be either a previous date or a future date).
ou can change the date of an order in any status, except Posted Status. If the date has to be changed once an order is in Posted Status, you can Unpost the order and edit the date.
To refresh the date within the Doc 60, select Regenerate Invoice found under the three dots.
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How to Change the Invoice/PO Number in an Order
Need to customize an Invoice/Purchase Order number? Once an order is created, you can easily make any necessary changes to your PO number.
To add an Invoice/PO number select the pencil icon to the right of the current Invoice/PO number and update as needed.
You can change the PO number in any status except Posted Status. If a PO number has to be changed once an order is in Posted Status, you can select Unpost first, and then edit the PO number.
To refresh the PO number within the invoice, click on the 3-dot menu button, and select Regenerate Invoice. You can then download the updated invoice, or even email it directly to your customer.
VIDEO: How to Change an Order's P.O. Number, Reference Number & Date