Number Sequencing

The Number Sequencing page allows controlling how identifying numbers are generated and rules for those numbers. For example, when creating a purchase order, the purchase order is given a number like 0001, 0002, etc. This page allows various configurations for how these numbers are generated.

Rules can be configured in the table. The table supports the following settings:

• Type: by default, an organization is created with a single Others sequence. This is used for any records that don't have their own sequencing entry. For example, if you select AR Invoice from the list and create a new sequence, then AR invoices will use their specific sequence while other records -- like clients, receipts, etc. -- will still use the Others sequence.
• Number: this is the next number in the sequence. For example, if the AR Invoice sequence has a Number of 1, then the next AR invoice will have a number of 1.
• Length: numbers are padded with zeroes until reaching this length. Fo example, if Number is 17 and Length is 8, then the next number generated will be 00000017 for a total length of 8 characters.
• Allow Manual: enabling this will allow users to manually set numbers for all records covered by this sequence. For example, if the AR Invoice sequence has Allow Manual checked but the Others sequence does not have Allow Manual checked, then users can specify their own numbers when creating AR invoices but cannot specify numbers when creating other records.
• Allow Duplicates: enabling this will allow duplicate numbers to exist. For example, if an AR invoice numbered 0004 already exists and user attempts to create another AR invoice numbered 0004 when this setting is not checked, the user will be blocked from performing this action. Note that the duplicate check only applies to records covered by the sequence. For example, if the AR Invoice sequence has Allow Duplicates unchecked and a 0004 AR invoice exists, a 0004 purchase order covered by a different sequence may also exist.