In this article we can discuss “How to Create Number Sequence in Microsoft Dynamics 365 for Finance and Operations by Number Sequence form.If you are a beginner or new to dynamics 365 Finance & Operations, you can use Microsoft'f Free Virtual Machine. Learn How to Set Up a Free Virtual Machine for Dynamics 365 Development
In Microsoft Dynamics 365 Number sequences are used generate readable, unique identifiers for master data records and transaction records for record identification. Generally, Number sequences are specially formatted numbers which used to refer a master record or transaction record in any ERP Systems. A master data (for example: Vendor Master, Customer Master, Products Master etc…) or transaction data (for example: Supplier Order, Payment Voucher, Journal Entry etc…) requires an identifier or a reference number which are used for identifying the records in future. Before you are creating a new record for a reference, you must set up a number sequence and associate it with the reference.
Dynamics 365 includes company-specific number sequences and
number sequences on the enterprise level. The scope parameters of a number
sequence control, whether it is shared or specific to a company. Once you set
up a number sequence for a particular table it will generate number sequences
or reference number automatically.
So, when we are developing a custom functionality, often one
of the tasks is to add a new number sequence to the system to support newly
created tables.
We can add a number sequence to the system is a two-step
process. First, we create the number sequence itself; second, we start using it
in some form or from the code.
Use of Number Sequences
- Number sequences in Dynamics 365 Finance and Operations (Dynamics 365) are used to generate and manage the unique identifiers for different types of records throughout the system systematically and automatically.
- Number sequences can be utilized to help easily identify certain types of records throughout the system just by adding a certain prefix or numbering convention to the number sequence that clearly indicates the type of record.
- Once you set up a number sequence for a particular table it will generate number sequences or reference number automatically. No worry about the next Sequence number.
- By putting the prefixes in Number sequences, you can easily identify the transaction type, transaction year, transaction company details.
- When you set up number sequences for document and transaction numbers, it is a good idea to avoid overlapping of number sequences for the different documents in order to facilitate tracking of transactions.
How to create a Number Sequence
For creating a number sequence list page navigate to Organization administration > Number sequences > Number sequences. Here First, we will look at the number sequence form, and I will explain what all the fields mean and what you need to know when setting up a number sequence.
In the number sequences list page we are presented with all number sequences from all companies. We can start to filter this down by using the “Area” and “Reference” filters to find the number sequence we are looking for. In this case I’m going to filter on the “Accounts payable” area and “Vendor account” reference. This is going to show me all the number sequences with vendor account as a reference.
- Next click the hyperlink to open the number sequence form.
- The “Number sequence code” is the unique identifier of the number sequence and is what you would select when you associate a number sequence to a record type (reference) in the system.
- The “Name” field is just a description field.
- The “Scope” field is a way you can define the scope of the number sequence. For example you may want a certain number sequence to be shared across companies and all others to be per legal entity or company.
- The “Segments” section is where you can build the format for the number sequence. In the example below the number sequence starts with the legal entity identifier as a prefix followed by a dash “-“ as a constant value and then a sequential string of numbers length of which is six digits. You can also see that it shows you a preview of how the number sequence will look in the “Format” field.
How Number Sequences Work
In this section I’m going to show you how number sequences work with real examples and explanations. We will continue with the vendor number sequence example. You have seen the number sequence form and what the fields do now let’s actually see where you put the number sequence to use.
- Since we are using a vendor account number sequence navigate to Accounts Payable > Setup > Accounts payable parameters.
- Click the “Number sequences” tab.
- Here you can see all of the “References” which really just means record types that you can assign number sequences to. I want to assign the number sequence we having looking at “Acco_1312” to the “Vendor account” reference.
- Now let’s navigate to Accounts payable > Vendors > All vendors.
- Click the “New” button to create a new vendor. As you can see the vendor account number is “USPI-000002”. This is the format that was defined on the number sequence and it used the “Next” value which was “2”.
Through this form you can manipualte the number sequesnce, As you can see if I create a new vendor record the sequence is “USPI-000003” which is the next number in the sequence.You can click the “History” button to see all of the history associated with the number sequence.
General Settings in Number Sequences
The numeric first (Smallest) and last (Largest) number of a number sequence are specified on the tab General of the number sequence detail form. The field Next shows the number, which the number sequence applies to the next number. You can change the next number, but you have to make sure to avoid duplicate keys and gaps in continuous numbers.
The slider Manual controls whether numbers have to be entered manually. If the slider To a lower number or To a higher number is set to “Yes”, you can change the numbers that are assigned from the number sequence.
Conclusion
Happy coding with D365 Snippets 🙂.
Tags
Set up number sequences using a wizard