Set up number series

To create a new number series

1. Choose the  icon, enter No. Series, and then choose the related link.
2. Choose the New action.
3. On the new line, fill in the fields as necessary. Hover over a field to read a short description.
4. Choose the Lines action.
5. On the No. Series Lines page, fill in the fields to define the actual use and content of the number series that you created in step 2.
6. Repeat step 5 for as many different uses of the number series that you need. The Starting Date field defines which number series line is active.

To set up where a number series is used

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)

Create a new series for Vendor

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 

3. Select Navigate => Lines for number setting

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

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.