Overview
You can make reference fields mandatory when booking in goods for specific customers. This ensures essential information is captured during pre-receipts and goods receipt processes. This guide shows you how to configure this setting.
Configure mandatory reference fields
To make a reference field mandatory for a customer, follow these steps:
Log in to DeltaWMS.
Click the Setup tab.
Click Maintain Accounts.
Type the customer account code in the Account Code field, then press Tab on your keyboard.
In the left-hand side list, click Goods Inwards References.
Select the Mandatory checkbox next to the reference field you want to make mandatory.
Click Apply.
You'll see a message stating 'Account was updated successfully'. Click OK on this message, then click OK on the Create Account screen.
Verify the configuration
To check the configuration is working:
Open either the Enter Pre-Receipt screen or the Enter Goods Receipt screen.
Enter the customer account code, then press Tab on your keyboard.
The reference field you configured as mandatory now appears highlighted in yellow, indicating it must be completed.
I need a Reference to be added to Reference1
If you need the Reference 1 field to be populated, and you are unable to do so after making the field mandatory, please contact Delta Support and include the following information:
Pre Receipt (Goods In) number
What you need Reference1 to be populated as.