A/R invoice and A/R downpayment invoice numbering

[Former Member]

Dear Expert

My client would like the numbering of A/R down payment invoice and A/R invoice fall into the same sequence to fulfill business needs. i.e. After issued of an A/R down payment invoice (e.g. no. 30), then when issue an A/R Invoice, the document number of the A/R Invoice would be no. 31. After that, if another A/R down payment invoice or A/R Invoice is issued, the document number would be 32.

Is it possible? If not, are there any workarounds available?

Thank you

Regards

Elton

[K_Pauquet · Accepted solution]

Hi Elton,

in the Company Details -> Basic Initialisation tab you may select to 'Permit more than One Document Type per Series'. This is one of the fundamental settings in a db & cannot be changed once a document has been created. Please see OLH for more info on the feature.

All the best,

Kerstin

[Former Member · Accepted solution]

Hi Kerstin

I have tried your suggestion but I receive error when I wanted to change the numbering series for documents. A system message prompted saying ''Can not remove default series Primary, It is still set as default for other users''. However, I am testing it using a new clean database.

Please advice on how to solve this issue.

Thank you

Regards

Elton

[Former Member]

Hi Elton,

DId this work? The numbering of the two documents are tracked separately so unless you are manually entering the downpayment or invoice number, I don't think the series setup will work... an update on whether this worked would be great to know.

Thank you,

Heather

[Former Member]

Hi Heather,

It does work after you have checked the option 'Permit more than One Document Type per Series' in Administration => System Initialization => Company Details -> Basic Initialisation. This action should be done at the system initialization stage which imply that no document are created. Moreover, this change is irreversible since it will change the structure of that company database.

Regards

Elton

[Former Member]

Thank you for clarifying, Elton. Much appreciated!

Regards,

Heather

[Former Member]

Problem solved.

After activated 'Permit more than One Document Type per Series' under Company Details -> Basic Initialisation, go to System Initialization => Document Numbering => Relate Series to Document double click the grey box next to Document type and a window of the Series for that particular document type appears. Click New and Numbering Series - Set up window pops up. Right click to add a row for new series, enter name, required First No. and Next No. for the series. Also, rememeber to define a new Period Ind. for the Primary Series and click Update. On the window of Series, uncheck the box for Primary Series and check the box for the newly created series, click on the number next to the newly created series name to highlight the row and click Set as Default. Finally, click update to confirm the changes and now the document will follow the newly created series.

Regards

Elton