Customize Purchase Document Numbering

Overview
Align Laywork’s auto‑generated prefixes and digit formats for POs, bills, and vendor credits with your internal standards.

Steps

1. Open Settings → Purchase Settings.

2. Under Purchase Order Prefix, enter desired text (e.g., “PO”).

3. Set Separator (e.g., “#”) and Digits (e.g., 4).

4. Repeat for Bill Order Prefix and Vendor Credit Prefix.

5. Click Save.

Tips

• Preview examples on the right to confirm appearance (e.g., PO#0001).

• Keep prefixes distinct (e.g., “BILL” vs. “PO”) to avoid confusion.

Troubleshooting

• Prefix not applied: Clear browser cache or reload the page.

• Duplicate numbers: Increase digit count or change separator.