Creation of Number Series in Business Central:
(1) In this blog, we will get to know about the creation of No. Series in BC D365. This is used to define unique no. for things such as general ledger accounts, customer and vendor accounts, invoices, and other documents. Numbering is important not only for identification. A well-designed numbering system also makes the company more manageable and easy to analyze and can reduce the number of errors that occur in data entry.
(2) Open BC D365, enter No. Series in the search bar, as shown.
(3) No. Series List page opens. Press the “New” button for the new no. series, as shown.
| Field Name | Nature of Field | Field Description |
|---|---|---|
| Code | Mandatory | Specifies a number series code. |
| Description | Mandatory | Specifies a description of the number series. |
| Starting No. | Auto Fill | Specifies the first number in the. |
| Ending No. | Auto Fill | Specifies the last number in the. |
| Last Date Used | Auto Fill | Specifies the last number that was used from the number series. |
| Default Nos. | Optional | Specifies whether this number series will be used to assign numbers automatically. |
| Manual Nos. | Optional | Specifies that you can enter numbers manually instead of using this number series. |
| Date Order | Optional | Specifies to check that numbers are assigned chronologically. |
(4) How No. field generated on Documents & Cards:
- If only one number series for the type of document or card exists, and the Default Nos. field is selected and the Manual Nos. field is not selected for that number series, then the field is automatically filled with the next number in the series. The No. field will not be visible on the card or document.
- If more than one number series for the type of document or card exists, and the Default Nos. check box is not selected for the number series that is currently assigned, then the No. field is visible, and you can look up to the No. Series page and select the number series you want to use. The next number in the series is then inserted in the No. field.
- If you have not set up a number series for the type of document or card, or if the Manual Nos. field is selected for the number series, 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.
(5) After that go to the Navigate → Lines, as shown.
(6) After that, a new page opens, and enter the No. series pattern, as shown.
| Field Name | Nature of Field | Field Description |
|---|---|---|
| Starting Date | Optional | Specifies the date from which you would like this line to apply. |
| Starting No. | Mandatory | Specifies the first number in the series. |
| Ending No. | Optional | Specifies the last number in the. |
| Last Date Used | Auto Fill | Specifies the last number that was used from the number series. |
| Warning No. | Optional | Specifies when you want to receive a warning that the number series is running out. |
| Increment-by No. | Optional | Specifies the size of the interval by which you would like to space the numbers in the number series. |
| Allow Gaps in Nos | Optional | Specifies that a number assigned from the number series can later be deleted. This is practical for records, such as item cards and warehouse documents that, 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, non-blocking way. NOTE: If an error occurs on a new record that will be assigned a number from such a number series when it is completed, the number in question will be lost, causing a gap in the sequence. |
| Open | Optional | Specifies whether the number series line is open. It is open until the last number in the series has been used. |
