Configure the External Reference Unique Check Type

Overview

You may select to configure the Zumzum Financials Purchase Invoice module to require an External Reference and also ensure that the External Reference is unique.

This article will explain how to configure the External Reference Unique Check Type.

The steps should be tested in your Sandbox before repeating in your production system:

• Enable the Validation Rules to enforce the External Reference when entering a new Purchase Invoice.
• Configure the Purchase Invoice Settings custom metadata type for the
  • External Reference Unique Check
  • External Reference Unique Check Type

Enable The Purchase Invoice Validation Rule Enforce External Reference

Please follow the article to enable the validation rule for Purchase invoices:

Purchase Invoice Validation Rules

Configure The External Reference Unique Check Type

This customer setting will determine how the unique check is enforced for the External Reference.  The Types available are:

Account = External Reference must be unique for this Account only.

Company = External Reference must be unique for this company only.

Organisation = External Reference must be unique across all companies.

Here are the steps on how to change this:

1. Go to Setup
2. In the Quick Find box search for Custom Metadata Types.
3. In the list of metadata records find the Purchase Invoice Settings
4. Click  Manage Records next to the Account Settings record
5. Click Edit for Account Settings.
6. Tick the External Reference Unique Check box
7. Select an option for External Reference Unique Check Type field
8. Click Save.