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To create a new number series

Steps for setup number series 

1. Choose the Lightbulb that opens the Tell Me feature.Image Added icon, enter No. Series, and then choose the related link.

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2. Choose the New action.

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3. On the new line, fill in Code and Description

For example, create the no. series code for sales order

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4. Click on Starting No field or Choose the Lines action for go to No. Series Lines Page.

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Step-by-step guide

    1. Press New button to add new record of selected number series.
      Fill in following field of the record.
      - Code
      - Number setting
      Click the starting No. Field to open No. Series Line to edit.
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    2. Fill in Starting Date (if necessary), Starting No. and Ending No.


Click on Starting No.

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or 

Select Related => Series => Lines

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5. On No. Series Lines Page, fill in Starting Date, Starting No, Ending No. to define the content of the number series you want to use on the document.

Close the page after setup the number series.

NOTE:

  • In this case example, the Sales Order no format is SOYYMM####, so the number series for each month must add to the no. series line.
  • Recommended to add number series for whole year for prevent missing in setup number series for the month.


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6. Check Default Nos. checkbox is checked

After complete the setup in No, Series Line page, double check the default nos. check box is checked.


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Remarks: Steps for setup no, series if use Manual Number

  1. Conduct Step 1-3 as above.
  2. Click Manual No. checkbox for the no, series. if the number is always input manually when create new record.

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7. Setup where a number series is used

The list below shows the setup page for the related document.

  1. Journal Batch – setup no. series for the journal.
  2. Sales & Receivable (Set Customer and Sales Document No. Series)
  3. Purchase & Payable (Set Vendor and Purchase Document No. Series)
  4. Inventory Setup (set Item and Inventory Document No. Series)
  5. Assembly Setup (set assembly order no.)
  6. Marketing Setup (setup Contact No. Series)
  1. The following steps shows how to set number series for the journal, the steps are similar for all type of journals

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2. The following steps shows how to set number series for the sales order.  The steps are similar for other areas

Go to Sales & Receivable Setup page, then select the number series code to the related document 

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