Number series setup in Business Central

MB-800 · Set up Business Central · Updated

Every customer, vendor, item and document in Business Central gets a number from a number series. Getting the setup right avoids gaps, duplicates and audit problems.

Number series and lines

A No. Series record has a code (for example S-INV) and options. Each series has one or more No. Series Lines:

FieldMeaning
Starting DateThe line is used from this date
Starting No.First number, such as SI-26-0001
Ending No.Last number allowed
Warning No.Users get a warning when this number is reached
Increment-by No.Step between numbers (usually 1)
Last No. UsedUpdated automatically

To start a new range from a date (for example a new year), add a new line with a later Starting Date.

Series options

OptionEffect
Default Nos.The next number is assigned automatically
Manual Nos.Users can type their own number
Date OrderNumbers must follow the order of dates

Relationships

On the No. Series Relationships page you can link several series to one code, so users can pick between them (for example one invoice series per region).

Where series are assigned

Series are chosen on setup pages: Sales & Receivables Setup (customers, quotes, orders, invoices), Purchases & Payables Setup and Inventory Setup (items).

Learn more: Create number series.

Practice questions

Pick an answer to check it. Questions are original and written for practice.

1. Users must be able to type their own customer numbers instead of getting the next number automatically. What do you enable on the number series?

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Answer: B.Manual Nos. lets users enter a number by hand.

2. From 1 January, invoices must use a new range of numbers. What do you do?

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Answer: B.A number series can have several lines. Each line has a Starting Date, so a new line takes over automatically from that date.

3. Documents must be numbered in the same order as their posting dates. Which option do you enable?

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Answer: A.Date Order makes sure numbers follow chronological order by date.

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