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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. icon, enter No. Series, and then choose the related link.

2. Choose the New action.

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

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

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


Click on Starting No.

or 

Select Related => Series => Lines

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.


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.


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.

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

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 

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.



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