No Series Generator

The Number Series Generator allows you to generate consecutive starting numbers within specified number series. This functionality is particularly useful when starting numbers need to change monthly.

Functionality Description

In the No. Series view, we have added the action group N24C | Generate No. Series, where you can:

  • Automatically assign a template - the system will automatically detect and assign a template based on previously assigned numbers. The system will attempt to recognize placeholders for the year, month, and incrementing numbers. However, in some cases, it may have ambiguous information, so it is good to verify the proposed template. This action also works for multiple selected series.

  • Generate no. series for 1 selected series - the system will attempt to generate number series for the selected series based on the template. A view will be displayed to define the parameters for generating starting numbers within the given number series.

    • Mask code - allows defining a new number series template or using an existing one
    • Start date - the start date of the starting number within the given number series
    • End date - the end date for generating numbers within the given number series
    • Increment by - the step for incrementing document numbers (assigning the next number) – typically, the next document number is incremented by 1

  • Generate no. series for multiple selected series - the system will work similarly to the single selected series but without previewing the current mask/template of the series.

After generation, a window will open with a preview of the generated series. At this stage, you can reject or approve them before they are finalized in the system as official number series.

NOTE!

  • If there are already defined starting numbers within the specified date range, they will be replaced with new ones according to the assigned template.

Template Definition

  • Placeholder for the year - {YY} or {YYYY}, depending on the desired year format
  • Placeholder for the month - {MM}
  • Placeholder for the incrementing number - 999, where the number of 9s indicates the number of digits.

Examples

Warehouse Shipment Document Series

  • Fixed prefix: WYDM
  • The number series should be monthly
  • The expected maximum number of documents within a month is 999
  • The series should be generated for the years 2021 and 2022

According to the assumptions, the Mask Code can look as follows: WYDM/{YY}/{MM}/999

NoSeries Generator Example