Set Up a Number Series
Before the end users in a company can begin to process business documents in Sparkrock 365, number series must be set up so that every new record gets a unique identification number by which it can be organized and tracked.
In Sparkrock 365, number series are used to create unique identification numbers for the following types of records.
Primary pages
- Customers
- Vendors
- Items
Sales and purchase documents
- Orders
- Invoices
- Shipments and receipts
- Credit memos
- Posted documents
- Journals
- Batches
- Journal lines
The numbering system can have the following characteristics:
Consist of an unlimited amount of number series for all types of basic information and documents. except general ledger accounts.
Combine automatic with manual numbering for specific areas.
Use manual numbering entirely.
Number series are first set up in the No. Series page, and then specified in the setup page for each application area and in the journal templates.
After a number series is set up for customers, the number series code is entered in the Customer Nos. field on the Number Series FastTab of the Sales & Receivables Setup page. Then, each time a customer is created, Sparkrock 365 uses the information that is associated with the code to assign the next customer number.
Number series are first set up to define the code and type of numbering, and then the numbers and date ranges are defined.
Create a number series
To learn more about how to create a number series, see Create Number Series.
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