Others: Numbering format - How to maintain multiple running number?: Difference between revisions
(Created page with "<b>Question:</b> How to maintain multiple running number? <u><b>Answer:</b></u> <b>How to set the following 3 sets of running number format of Invoice:</b> Set 1: starts w...") |
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1. Go to <span style='color:red'>General Maintenance > Document Numbering Format Maintenance</span> |
1. Go to <span style='color:red'>General Maintenance > Document Numbering Format Maintenance</span> |
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2. Look into <span style='color:red'>Category: Sales > DocType: Invoice</span> ... click to highlight <span style='color:red'>IV |
2. Look into <span style='color:red'>Category: Sales > DocType: Invoice</span> ... click to highlight <span style='color:red'>IV Default</span>, click on <span style='color:red'>Edit</span> |
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5. As for Set 3, it requests no running number, thus no setting is needed. User can enter any invoice number (alpha-numeric) when issuing invoice, just click on <<New>> and key in document number directly in <span style='color:red'>Invoice No./span> field. |
5. As for Set 3, it requests no running number, thus no setting is needed. User can enter any invoice number (alpha-numeric) when issuing invoice, just click on <<New>> and key in document number directly in <span style='color:red'>Invoice No.</span> field. |
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Revision as of 07:14, 12 October 2017
Question: How to maintain multiple running number?
Answer:
How to set the following 3 sets of running number format of Invoice:
Set 1: starts with constant 'B', followed by 2-digit of 'year', ending with 4-digit running number. e.g. B09-0001
Set 2: starts with constant 'C', followed by 2-digit of 'year', ending with 4-digit running number. e.g. C09-0001
Set 3: a free format so that I can key in anything I like (alpha-numeric).
The Steps: There has already a default running number, we can change its format (for Set 1), and create a new format for Set 2.
1. Go to General Maintenance > Document Numbering Format Maintenance
2. Look into Category: Sales > DocType: Invoice ... click to highlight IV Default, click on Edit
3. Key in format: B{@yy}-<0000> , set Next Number to '1', click on OK 'B' and '-' are static text, {@yy} is the last 2 digit of year, <0000> is 4-digit running number
4. To create the 2nd set of invoice running number, click on New. key in a name for this format, and the format is: C{@yy}-<0000>, click on OK.
You need to log out and login again for new formats to take effect.
5. As for Set 3, it requests no running number, thus no setting is needed. User can enter any invoice number (alpha-numeric) when issuing invoice, just click on <<New>> and key in document number directly in Invoice No. field.
Now issue a new invoice, you can choose running number format (the chosen format and next possible number will be displayed on the top of the invoice windows. Should you key in the invoice number directly onto Invoice No. field, all running formats will be ignored.
By: AutoCount Forum 090202; KM 170824, P170825