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 daily, monthly, or yearly.

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, day, 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 day - {DD}
  • 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

Examples and Scenarios

Scenario: Generating monthly sales invoice numbering for a new year

Need: A company uses invoice numbering in the format SI/25/01/001, SI/25/02/001, etc. At the end of the year, series must be generated for the entire next year (2026) so the system automatically assigns sequential numbers.

Configuration:

  1. Open No. Series and find the sales invoice series.
  2. Click N24C | Generate No. Series → Automatically assign template.
  3. The system recognizes the pattern: SI/{YY}/{MM}/999.
  4. Click Generate No. Series for this series.
  5. Set Start Date = 01.01.2026, End Date = 31.12.2026, Increment By = 1.
  6. Review the preview of generated numbers (SI/26/01/001 ... SI/26/12/001) and confirm.

Result: The system has starting numbers prepared for each month of 2026. Invoices will be numbered automatically without administrator intervention.

Tip

Use the Automatically assign template function for multiple selected series at once — you'll save time when you need to update numbering for dozens of series simultaneously.

Scenario: Bulk generation of number series for many series at year-end

Need: A company uses dozens of number series (sales invoices, purchase orders, shipments, receipts, transfers, etc.). At year-end, the administrator must generate starting numbers for the next year for all series. Manually updating each series one by one would take hours.

Configuration:

  1. Open No. Series.
  2. Select all series that need updating.
  3. Click N24C | Generate No. Series → Automatically assign template — the system recognizes patterns for all selected series at once.
  4. Click Generate No. Series for multiple selected series.
  5. Set the date range (e.g., 01.01.2026 – 31.12.2026) and confirm.

Result: In a single operation, the system generates starting numbers for all selected series. Work that would take hours is done in a few minutes.

Tip

The same operation can be repeated regularly — e.g., quarterly for daily series or yearly for monthly series. Simply select the appropriate series and generate a new date range.

Scenario: Daily numbering for warehouse documents

Need: A large warehouse issues hundreds of documents daily. Each day should have a separate number series in the format WHS/26/05/01/99 (year/month/day/number) to easily identify documents from a given day.

Configuration:

  1. Open the number series for warehouse shipments.
  2. Assign the template: WHS/{YY}/{MM}/{DD}/99.
  3. Set the generation date range (e.g., an entire quarter) and click Generate.
  4. Confirm the generated starting numbers.

Result: Each day the system automatically switches to a new starting number. It's easy to see how many documents were created on a given day without additional filtering.