Page Comparison

Principles

The No.Series table is used to set up all the number sequences that will be used in the company. Number sequences can be assigned to some tables, such as the Customer, Vendor, and Item tables, to sales and purchase documents (such as quotes, shipments, and posted invoices), and to templates, batches, and journal lines.

...

An overview of number series can be found via the magnifying glass or via the list of setting tables in Manual Settings.

Dependencies and assumptions

Assigning a number from a number series according to the period depends on the set Work Date of the user creating the document. At the turn of the year, when documents are posted to both the current and future (past) periods, it is therefore necessary to set the working date of the period for which you want to make the document.

No. Series

We recommend that individual number series belonging to the same area be included in sections, which can achieve better clarity. Procedure:

...

• Code and Description

  • according to your own requirements

• Default Nos.

  • Yes determines whether this serial number is used to assign numbers automatically.

• Manual Nos.

  • Yes specifies that you can enter numbers manually instead of using the number sequence. If there is only one number sequence for a document or card type where the Default Nos. check box is selected and the Manual Nos. check box is not selected, the field is automatically filled with the next number in the series and the No. field is not visible on the document or card. If there is more than one number sequence for a document or card type, and the Default Nos. check box is not selected for the number sequence that is currently assigned, then the No. field is visible, and you can visit the No. Series List page and select the number you want to use. The next number in the series is entered in the No. field. If you have not set up number sequences for a document or card type, or if Manual Nos. is selected for number sequences, then the No. field is visible and you must enter any number manually. You can enter a maximum of 20 characters, both numbers and letters.

• Date Order

  • The Yes option determines whether the system will monitor the time order of document entry with the setting of such a number series. It is mainly used for cash receipts.

• Starting No. and Ending No.

  • is set in a separate table, which can be opened via the Lines button in the table bar or by clicking in the field. The following fields are being set:

    • Starting Date

      • if you require to have a different number series for each period, e.g. by year

    • Starting No. and Ending No.

      • is entered according to your own requirement for the appearance or logic of the number

    • Last Date Used and Last No. Used

      • fills the system automatically

    • Warning No.

      • You can set a number at which the system will warn you that the number series is coming to an end and you must make adjustments to the number series settings

    • Increment-by No.

      • is pre-filled with a value of 1, which determines the size of the interval you want to have between each number in the number series

    • Allow Gaps in Nose

      • Specifies that a number assigned from a number sequence can be deleted later. This is useful for records, such as item cards and inventory documents, which, unlike financial transactions, can be deleted and cause gaps in the number sequence. This setting also means that new numbers will be generated and assigned in a faster and non-blocked manner. Note: If an error occurs with a new record that is assigned a number from such a number sequence after it is completed, the number will be lost, causing a gap in the sequence. This permission is not recommended for OCs.

Number Series Relation

This table is used when you want to use more than one number series for the same table, document type, or journal.

...