EnglishOperating ScenariosSales & CRMTwo people generate from the same source

Two people generate from the same source

Exception

Situation

You click generate and are told the source changed state.

Recommendation

Reload the source — the other person finished; the losing attempt creates nothing.

Why

When generating a child document, the system locks the source in the same transaction and recomputes what remains. The later attempt gets the real state and burns no document number, so a PR never gets two RFQs and a receipt never gets two invoices.

Steps

  1. Read the state error.
  2. Reload the source document.
  3. Open the child that was created.
  4. Create more only if quantity remains.

Avoid

  • Retry repeatedly until it goes through.

Roles & permissions

Anyone generating documents from a source.