Several problems with reference numbers have cropped up with introduction of themes:
The program is back to displaying a # symbol in front of reference numbers on almost all forms. This inconsistent formatting was removed quite a while ago, but is now back. It happens on every form except delivery notes and journal entries.
A # symbol is displayed on expense claims even when the reference field is blank.
Order number does not display on purchase invoices regardless of whether one is entered.
Priority numbers on productions orders do not display.
These issues should be fixed in the latest version (16.11.19).
Just one comment on reference numbers. I believe reference numbers always had
# prefix. There was a space between
# and the number to make it look better. I can see the space has been lost when switch to new theme framework occurred. I’ve added space back and all reference numbers should have
# prefix now.
This was not universally true. Some did and some didn’t. The two most important forms, sales and purchase orders, did not. Here are some examples from Guides written shortly before the change:
I am not sure about all forms, but the # prefix disappeared from sales invoices by the point when you eliminated the
Sales Invoice Template option under
Settings for legacy businesses, because until then, I forcibly overrode the # with the code for a space. Yet all my sales invoice paper copies until the themes change was released are without the symbol.
While consistency is good, the # symbol is old-fashioned. I don’t see it on any financial document I receive.
I see your point now. I remembered it wrong. The latest version (16.11.27) doesn’t show
# prefix on reference numbers across all documents.
Am confused altogether with these late moves on reference numbers . Because initially reference number were automatically filled in , but in latest changes reference numbers are not automatically populated in, instead you have to remember to check the box to get the reference number filled in the box. To me this should be the opposite , because i believe most of the time people will just be happy to use system generated numbers and in few cases to few people would want to maintain their own reference numbers manually and that is where they would want to uncheck the box and key in their custom reference numbers
Let the few who use their own reference numbers have to remove the Tick and put in their own ref numbers , because first they will be few of them and secondly in rare cases they will use their custom reference numbers instead
But let majority who in most cases will not bother to change reference numbers continue without getting worried with ref number , since they will be many of them and in most times this is the case
But now it bothers me one thing every time i have remember to check the box to get my reference number filled in , this is tedious for no good reason
@chaz, you are responding to a 4-year-old, obsolete thread about a different subject, from two years before Manager’s current implementation of reference numbers was introduced. Automatic reference number sequencing did not even exist back then. Contrary to what you wrote, there have been no “late moves.” When automatic reference numbers were first introduced, there were several rapid changes to how they worked, due to legal requirements in various jurisdictions. The current option for free text or automatic entries has not changed since October 2018.
Check the box for automatic reference numbers on the forms where you want that feature under Form Defaults. See Set form defaults | Manager. You will never have to remember to check it again.