In Dynamics NAV, every document, transaction, or card (such as a customer or vendor card) must have a unique identification number by which it can be organized and tracked. To let the system help you with this, you can set up a number series performing the following steps:
- Navigate to Administration | Number Series.
- Click on New. Give the new number series a code, such as
MY CUST, and a description, such asMy Customers. - Check the Default Nos. field and the Manual Nos. field. This way, you can either use automatic or manual numbering with the number series.
- Click on the Lines option from the ribbon bar and create the following line:
- To instruct the system to use these new number series when creating new customers, navigate to Departments | Financial Management | Receivables | Setup | Sales & Receivables Setup.
- On the Numbering tab, select the MY CUST series in the Customer Nos. field.
- Create a new customer to verify that the new series is being used.
Most setup pages contain a tab called Numbering where you can instruct the system about which series to use on each document, card, or transaction.
Number series can also be assigned to journal batches so that a correlative number is assigned every time you create or post new lines. The following screenshot shows the batches in the general journal. To assign a number when creating new journal lines, select a series in the No. Series field. If you select a series in the Posting No. Series option, the number will be assigned when posting the transaction, not when creating the line:
