Synchronise a creditor number with an organisation/person

You can synchronise the numbering of your purchase contacts/creditors with the numbering of the linked organisations/persons. Before you can do this, you must first specify in the properties of the environment that you want to keep the numbering of the purchase contacts/creditors synchronised with the numbering of the organisation/person.

Note: 

The Synchronise creditor number with organisation/person action is only available if, in the environment properties, you have specified that you want to use the same numbering for the purchase contacts as for the organisations/persons.

To synchronise numbering:

1. Go to: Financial / Creditor / Creditor.

   You cannot synchronise for a number of purchase contacts only, thus, in the view, you do not first have to select a number of contacts. Using this action, Profit always synchronises all purchase contacts.

2. Click on the action: Synchronise creditor number with organisation/person.

   Profit warns you that the numbering of all creditors is about to be synchronised with the numbering of the linked organisations/persons.

3. Click on: Yes to start the synchronisation.

Profit synchronises the numbering of the purchase contacts based on the numbering of the linked organisations/persons.