Create number series
For each company that you set up, you need to assign unique identification codes to things such as general ledger accounts, customer and vendor accounts, invoices, and other documents. Numbering isn't only important for identification. A well-designed numbering system also makes the company more manageable and easier to analyse, and can reduce data entry errors.
Important
By default, gaps aren't allowed in number series because the exact history of financial transactions must be available for auditing, by law, and therefore must follow an unbroken sequence with no deleted numbers.
If you want to allow gaps in certain number series, consult with your auditor or accounting manager to ensure that you adhere to the legal requirements in your country/region. For more information, see the Gaps in Number Series section.
Note
We recommend that you use the same number series codes as you see listed on the No. Series List page in the CRONUS demonstration company. Codes such as P-INV+ might not make immediate sense to you, but Business Central has a number of default settings that depend on these number series codes.
You create a numbering system by setting up one or more codes for each type of master data or document. For example, you can set up one code for numbering customers, another code for numbering sales invoices, and another code for numbering documents in general journals. After you set up a code, you must set up at least one number series line. The number series line contains information such as the first and last number in the series and the starting date. You can set up more than one number series line per number series code, with a different starting date for each line. Number series are consecutive, starting each series on the respective starting date.
Note
The maximum length of a number in a number series is 20 characters. There are some situations where Business Central will append a number with a system-generated ID. For example, when documents such as invoices are used to apply transactions, such as payments, Business Central generates identifiers for the applied transactions. The identifier is comprised of a number from a number series and a six character system-assigned ID, such as -12345. If you expect to process more than 9999 documents in bank or Giro journals, or cash receipt journals, set up number series for those types of documents to include fewer than 14 characters.
You typically set up your number series to automatically insert the next consecutive number on new cards or documents that you create. However, you can also set up a number series to allow you to manually enter a number. To manually enter numbers, turn on the Manual Nos. toggle.
If you want to use more than one number series code for one type of master data - for example, if you want to use different number series for different categories of items - you can use number series relationships.
Get assistance from Copilot
The suggest number series with Copilot feature can help administrators create and maintain number series for all entities and documents in Business Central based on structured input or natural language. To learn more about this AI-based capability, go to Suggest number series with Copilot.
Gaps in number series
Not all records that you create in Business Central are financial transactions that must use sequential numbering. For example, you assign number series to customers, sales quotes, and warehouse activities, but they aren't subject to financial auditing and can be deleted. For such number series, you can select the Allow Gaps in Nos. checkbox on the No. Series Lines page. This setting can also be changed after creating the number series. For more information, see To create a new number series.
Behaviour of the No. field on documents and cards
On sales, purchase, transfer, and service documents, and on all cards, the No. field can be filled in automatically from a predefined number series, or you can add it manually. However, under certain circumstances, the No. field is invisible to prevent you from editing it.
The No. field can be filled in three ways:
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 isn't selected for that number series, then the field is automatically filled with the next number in the series. The No. field doesn't display on the card or document.
Even if you define templates with various number series for customers, if the number series that is defined in the Sales & Receivables Setup page is set up in this way, the No. field doesn't display on the customer card, no matter which template you use. The same applies to other types of cards and documents.
Note
If the number series isn't working, for example because it's reached the last number defined for its range, the No. field displays so you can manually enter a number. You can resolve issues on the No. Series page.
If you have more than one number series for a type of document or card, and the Default Nos. checkbox isn't selected for the assigned number series, the No. field displays, and you can go 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 don't have a number series for a type of document or card, or if the Manual Nos. field is selected for the number series, the No. field displays and you must enter a number manually. You can enter up to 20 alphanumeric characters.
When you open a new document or card that a number series exists for, the No. Series Setup page opens so that you can set up a number series for that type of document or card and continue working.
Note
If you need to enable manual numbering on, for example, new item cards that were created with a data migration process that has hidden the No. by default, go to the Inventory Setup page and choose the Item Nos. field to open and set the related number series to Manual Nos..
The same is true if you're using service management features. To resolve that issue, go to the Service Management Setup page and choose the Service Item Nos. field to set the number series to Manual Nos..
To create a new number series
- Choose the
icon, enter No. Series, and then choose the related link. - Choose the New action.
- On the new line, fill in the fields as necessary. Hover over a field to read a short description.
- Choose the Lines action.
- 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.
- 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.
Tip
To allow users to specify numbers manually when they register a new customer or vendor, for example, choose the Manual Nos. field on the number series itself. To prevent manual numbering, clear the field.
You can assign number series to the templates that you set up for the different types of customers and vendors that your sales people and purchasers most often add. In that case, set up the relevant number series, link them through relationships, and then add the first number series in the relevant relationship to the relevant setup page. Then, when a user creates a customer, they choose the relevant template, and the new customer gets a number assigned from the number series that is defined for that template.
To create relationships between number series
If you set up more than one number series for the same kind of information or transactions, you can create relationships between the series. This feature can help you decide among the codes when you use a number. When you set up a relationship between a group of number series, you associate all of the related series to one number series. Then, you can enter that code in a field on the Numbering FastTab on setup pages, such as Sales & Receivables Setup.
- Choose the icon, enter No. Series, and then choose the related link.
- Select the line with the number series you want to create relationships for and then choose Relationships.
- In the Series Code field, enter the code for the number series that you want to relate to the series you selected in step 2.
- Add a line for each code that you want to relate to the selected number series.
- Close the page.
Now when you set up something that requires a number, you can use the relationships you created to select among the related number series.
To set up where a number series is used
The following procedure shows how to set up number series for the Sales area. The steps are similar for other areas.
- Choose the icon, enter Sales & Receivables, and then choose the related link.
- On the Sales & Receivables page, on the Number Series FastTab, select the desired number series for each sales card or document.
The selected number now fills in the No. field on the card or document according to your settings.