Auto numbering

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Posted on by crawlenj

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Hi, we've moved to Dynamics from another accounts software and I want to enter the unpaid sales and purchase invoices that were created in the old software in Dynamics.

However, I am unable to manually change the invoice numbers in Dynamics, so they get a number automatically assigned by Dynamics.

Which means that the invoice number in Dynamics won't match the number of the invoice sent to the customer.

What have other people done when they migrate to Dynamics?

TIA

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Frank Hamelly | MVP... 46,627 Moderator on at

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D365 F&O uses a concept called Number Sequences to assign numbers to journals, vouchers and documents. You can edit these number sequences to allow manual entry of document numbers for data migration, then change the number sequence to auto-generate after data is migrated. Have a look at this docs article for more details - Number sequences overview - Finance & Operations | Dynamics 365 | Microsoft Docs

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crawlenj 130 on at

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Hi Frank, thank you for your quick response. I've had a look at that link and it comes under Dynamics 365 Commerce, not Dynamics 365 Finance. In Finance I can see something similar called 'No. Series' which also allows me to select manual entry for invoices. However, even when I do this, the invoice numbers are still being autogenerated - I am unable to enter them manually or change them.

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crawlenj 130 on at

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Using manual and auto-numbering is fraught with pitfalls.

You must change the number series before opening the document entry screen otherwise it doesn't register the changes for new documents.

You can switch between different modes of entry but beware of a lag between the change and it materialising on the document entry screen.

You cannot use manual numbers for documents that are created automatically, like posted invoices from invoices or posted invoices from orders. A workaround to give posted invoices a manual number, is to allocate the same no. series to both the invoice and the posted invoice. However, Microsoft point out in one of their articles that they use separate numbers on these documents for a reason, so I wasn't brave enough to keep this setting.

I would recommend sticking with auto-numbering at all times, unless you have a limited reason. I needed to bring across documents from another system and they had to show the original document numbers. Once I had completed this task I switched the auto-numbering back on.

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