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Document numbering nightmares !

Hello All,

I really need an expert to resolve this one !

After all my experimentation with document numbering , here's what ive concluded -

1. Defining multiple series for a document (and clicking the default button) has no effect , till such time 'Default' is selected in the period indicator drop down.

2. There's no way to automatically link a financial period to a specific to a series (wrt the 'Period Selector drop down at the bottom of the series setup window). In a case where I'd like document series to automatically move with the Financial Periods, I conclude that this is not possible in B1, lest this series window has a serious bug in it !

My particular issue is, that the customer needs to post sales documents in future dates. In a case where the posting date falls in the next period, thers's no way to automatically generate the document number for that period. The user is forced to change the default series, and then post the document (and then perhaps switch this back into the previous series)

In a multiuser environment, this is practically not feasible.

Please give me your suggestions as to how you all have faced / resovled similar situations.

Cheers !

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2 Answers

  • Best Answer
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    Former Member
    Sep 03, 2008 at 08:40 AM

    Hi Somchitra

    You must link the numbering series in your posting period setup. Under Administration > System Initialization > Posting periods, click on the navigation arrow next to the future period and change the Period Indicator to the numbering range for the future period.

    Kind regards

    Peter Juby

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  • Sep 03, 2008 at 08:04 AM

    Dear Mr Somchitra,

    After some testing, I would like to point out that it is not possible to add documents in a future posting period until the user changes the current posting period under Administration - General Settings - System Initialization - Posting Periods.

    (assuming you are using a 2005a version, not 2007a).

    However, as a general rule, if you want to add a document in the future, but in the current posting period it is possible as long as the option: Allow Future posting Date in Administration - system initialization - Document Settings.

    The series could be the same in every posting period, it does not have to change every posting period. The main reason why you couldn't add the documents was the different posting period, not the different series.

    Kind Regards,

    Marcella Rivi

    SAP Business One Forums Team

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    • Dear Marcella,

      I am using SAP Business One 2007 A (8.00.175) SP: 00 PL: 30 and my problem is not about posting in future dates. I am already aware of the settings under system initialisation.

      My problem is with LINKING specific documetn number SERIES to a FINANCIAL PERIOD.

      For example for the month of AUG and SEP, I have the following Financial Periods defined.

      FY 2008 08

      FY 2008 09

      For creating AR i have setup series AR2008080001 and AR2008090001

      I would like the documents to take up the series as the positing date changes (posting within Aug or Posting into SEP while current date is still in AUG)

      The series setup interface seems to provide this linkage, but I feel it does not work.

      Please advice accordinlgy.

      Cheers.