Page History

...

To create a new number series

...

The business scenario is sperate set of number to be use for identify different type of Vendor.

Please follow the steps below for create new number series for Vendor

Step-by-step guide

Go to No. Series Page

1. Press New button to add new number series,
2. enter Code and Description 

Image Removed

3. Select Navigate => Lines for number setting

Image Removed

4. No, Series Line - Fill in Starting Date (if set up for new number series), Starting No. and Ending No. for number setting
Image Removed

5. Add Line Relation to the No. Series it assigned in Purchase and Payable Setup as Vendor No.

   Select the No. Series for Vendor No.  then Select Navigate => Relationships action

   Add the new vendor no. series.

Steps for setup number series
1. Choose the Image Added icon, enter No. Series, and then choose the related link.	Image Added
2. Choose the New action.	Image Added
3. On the new line, fill in Code and Description For example, create the no. series code for sales order	Image Added
4. Click on Starting No field or Choose the Lines action for go to No. Series Lines Page.	Click on Starting No. Image Added or  Select Related => Series => Lines Image Added
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.	Image Added
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.	Image Added
Remarks: Steps for setup no, series if use Manual Number Conduct Step 1-3 as above. Click Manual No. checkbox for the no, series. if the number is always input manually when create new record.	Image Added
7. Setup where a number series is used The list below shows the setup page for the related document. Journal Batch – setup no. series for the journal. Sales & Receivable (Set Customer and Sales Document No. Series) Purchase & Payable (Set Vendor and Purchase Document No. Series) Inventory Setup (set Item and Inventory Document No. Series) Assembly Setup (set assembly order no.) Marketing Setup (setup Contact No. Series)	The following steps shows how to set number series for the journal, the steps are similar for all type of journals Image Added 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  Image Added

...