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formatted Search to link cardcode to series in A/R invoice


I want to create a formatted search to automatically change my series when the cardname or cardcode changes.

i.e i have numbering series for cash sales as cashsale, invoice as inv and another manual.

i want when i select cash sale it populates the series of cashsale and when i select any other it populates inv series.

please kindly help



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  • Best Answer
    Posted on May 19, 2015 at 03:59 AM

    Hi Franncis

    Please try below query. Make changes in hard coded area mentioned below and save updated query in query manager and assign in AR Invoice Document numbering series field.

    Declare @CardCode varchar (20)

    Select @CardCode = $[$4.0.0]


    Case @CardCode

    When 'C20000' then '-1'

    else 67

    end [DocSeries]

    1)Please give your Cash sale customer code instead of C20000

    2) Instead of -1 please give series code for Cash sale

    3) Instead of 67 please give series for normal Invoice

    Note: You may need to change series codes if you create another document numbering series for next financial year

    All the best


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  • Posted on May 18, 2015 at 09:04 PM


    1. create all numbering series you need.

    2. create a new UDF in business partner form.

    3. create a FMS to read all numbering series and can choose one.

    4. create another FMS in document to read the series in BP form.

    5. SBO changes the numbering series and the document number.

    Kind regards

    Agustín Marcos Cividanes

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