I am using Manager for my business and implemented dated based numbering system as you can see in snapshots attached. My concern is there is often 2 or 3 types of dates in transactions specially in my case where in field sales, the salesman will make sales invoice and to enable him to invoice there and then, the serial number is like 17 (year) 10 (month) 11 (date) 01 (Serial number) AHS (salesman short code) so it becomes “17101101AHS”.
End of day or within next 1-2 days, the summary comes to finance for posting in system so there is an actual transaction date (the date salesman did transaction with customer or generated manual invoice / delivery order in field sales), posting date (entry in Manager once documents come to Finance) and often a document number or any other reference number (any other serial number necessary).
Problem is if I enter 17101101 and 17101102 today, then next week, salesman says there is 1 invoice which he did not submit to finance earlier then I have to go back and look what was the last number for 11 October sales so that I can make the new invoice as 17101103 accordingly. This can happen 2 days later again and will pile up with time making it a mess.
This numbering system was adopted to enable decentralized invoice generation at salesman level as Finance function is basically not set up yet and it is more sales oriented start up with weekly bulk data entry in Manager software for financials.
To avoid the mess due to back dated pending entries, is it possible to enable auto numbering in CUSTOM FIELDS so I can designate it like “Posting Date” or “Document date” and continue with current date based numbering without having to look back at last used serial number for the previous days. Can this be done?
Further, can you MAKE CUSTOM FIELDS APPEAR IN EVERY SYSTEM SCREEN, DOCUMENTS AND REPORTS for the respective heads as shown in images below? That way, no matter when entry is posted, when document is submitted, whether it is back dated entry or whatever situation, I can track and assign different tracking numbers to custom fields and set them to generate automatically for new document.