Check for unique AP Reference

Specify how this company will handle validation for duplicate AP Reference numbers (AP Transaction Entry, AP Unapproved Invoice Entry). The level set here applies to all vendors in the same vendor group, but may be overridden at the vendor level.

  • 1-By Vendor & Co – Select this option to check for duplicate numbers by vendor within the current company. If a duplicate number is entered for a vendor in the current company, display warning and only allow entry if the "Prevent Duplicate AP Reference" option (above) is ‘N’ (unchecked).

  • 2-By Vendor X-Co – Select this option to check for duplicate numbers by vendor across companies. If a duplicate number is entered for a vendor in any company sharing the same vendor group, display warning and only allow entry if the "Prevent Duplicate AP Reference" option (above) is ‘N’ (unchecked).

  • 3-By Master Vendor & Co – Select this option to check for duplicate numbers by master vendor/sub vendor and company. If a duplicate number is entered for a vendor within a master vendor/sub vendor group in the current company, display warning and only allow entry if the "Prevent Duplicate AP Reference" option (above) is ‘N’ (unchecked).

Note: Typically, you will not want to set this validation level at the company level unless all your vendors are set up using the master vendor/sub vendor theme. If you only set up a few vendors using the master vendor/sub vendor theme, it is suggested that you specify the 'Vendor/Co' (Option 1) here, and then assign this level to the selected vendors in AP Vendors.

  • 4-By Master Vendor X-Co – Select this option to check for duplicate numbers by master vendor/sub vendor across companies. If a duplicate number is entered for a vendor within a master vendor/sub vendor group in any company sharing the vendor group, display warning and only allow entry if the "Prevent Duplicate AP Reference" option (above) is N (unchecked).

Note: You will typically not want to set this validation level at the company level unless all your vendors are set up using the master vendor/sub vendor theme. If you only set up a few vendors using the master vendor/sub vendor theme, it is suggested that you specify the 'Vendor/X-Co' (Option 2) here, then assign this level to the selected vendors in AP Vendors.