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Object documentationSeries - Document - Setup Locate this document in the navigation structure

 

In this window, you can create a new series, define the series numbering range, and define the strings, if required. In addition, for master data, you can link a series to a group, define the length of each number within the series, or make it unavailable; for documents, you can link a series to a period or a group, or make it unavailable.

Note Note

The Manual series of master data cannot be edited or deleted.

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Note Note

To avoid overlaps with other series, you can add a prefix, a suffix, or both to the serial numbers of a series. For example, by adding a prefix MS to a series, you can avoid overlaps with any other series which do not have the same prefix, or which have the same prefix but have an additional suffix.

For master data, you can also avoid overlaps by defining the number of digits a serial number contains. For example, a series whose number of digits is 5 can never overlap with a series whose number of digits is 6.

You can define the last number of a series to restrict its numeric range and avoid overlaps.

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To open the window, choose   Administration   System Initialization   Document Numbering  , and double-click the row number.

Series Setup Fields
Name

Displays the name of the series.
First No., Next No., Last No.

Define the first, next, and last numbers, so that SAP Business One can do the following:

  • Assign a serial number to the first document or master data within the series that you add to the system

  • Automatically add a sequential number

  • Set a limit to the numeric range of the series
String (Prefix, Suffix)

Enter the prefix and the suffix to have an additional identification of the series. For master data series, the prefix or suffix, if defined, is part of the business partner or item code.

Note Note

For numbering series of documents, prefixes and suffixes are relevant for printing only. For numbering series of master data, prefixes and suffixes help avoid overlaps with other series.

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Remarks

Enter any free text regarding the series.

Group

Select a group to which you want to assign the series. However, manual series of master data cannot be assigned to groups.

Note Note

From the SAP Business One Main Menu, choose   Administration   System Initialization   Authorizations   General Authorizations  . In the Authorizations window, you can assign authorization to users for specific groups of series.

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Period Ind.

Select a period indicator to limit the series to a certain period.

Note Note

This column is not available for master data series.

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No. of Digits

Specify the number of digits a serial number contains. This field is only available for master data series and its value should be greater than zero. For a master data serial number, with its number of digits defined, zeroes (0) work as placeholders when necessary. For example, if the first number is 1 and the number of digits is 6, the first serial number is 000001.
Lock

Select to disable the selection of the series.

Display Series Linked to Selected Period(s) Indicator

Select to display series only for a certain period.

Note Note

Master data series are by default not limited to any single period.

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Display Confirmation Message when Adding Business Partner / Item for Non-Manual Series

Select to display a confirmation message when adding a serial business partner or item.
Country-Specific Fields: Chile & Mexico

The following fields appear only when the document for which you opened the window has a folio number. These fields are not available for master data.

Folio Prefix

Displays the Folio prefix defined for the document series at the time the Folio Number Assignment was made. This field is not editable.

Next Folio Number

Displays the next Folio number to be assigned to a document of his type. This field is not editable.

More Information

Document Numbering