Using a Document Number in Material Transactions

You can use the Document Number field in material transactions as a reference value for tracking the movement of inventory. It is stored on the material transaction record. You can use the document number for filtering, sorting, and reporting on the transactions.

Document numbers can be defined and formatted according to your company's needs. The number can be up to 12 characters. You might want to include different prefixes for different types of transactions.

You can specify a document number on all material transaction-related forms, such as Job Receipt, Miscellaneous Issue, Order Shipping, Production Schedule Scrapped Transactions, Transfer Order Kit Builder, Multi-Site Quantity Move, and so on.

On these reports, you can print all transactions that contain a specific document number or range of document numbers:

• Inventory Aging Report
• Inventory Balance Report
• Inventory Consigned From Vendor Usage Report
• Item Serial Number Report
• Material Analysis by Work Center Report
• Material Transactions Report
• Production Schedule Scrapped Report
• Production Schedule Transaction Report
• Project Transactions Report
• Service Order Transaction Posting Report
• Work Center Transactions Report