Genera Journal Document Number

(6) Share

Report

Posted on by BBBCMAN

463

Hi All,

We use monthly journals to copy from excel and paste into general journal and each time we need to change the Document No. field in excel before posting it into general journal in BC. Is there a way to paste all other column other than document no. and BC automatically fill the document number from no. series.

Thanks,

Categories:

Dynamics 365 Business Central

I have the same question (0)

All responses (7)

Answers (3)

Sort by

Suggested answer

Mansi Soni 10,246 Super User 2026 Season 1 on at

Like (5)

Report
Copy link

Link copied!

Hello @BBBCMAN,

To configure automatic document numbering in Microsoft Dynamics 365 Business Central, first go to No. Series from the search and create (or use) a series such as GENJNL. Add a No. Series Line with a starting number (e.g., GJ000001), set the increment to 1, and ensure the line is open and valid for the posting date. This defines how the system generates sequential numbers for your documents. Microsoft explains that number series are used to assign unique, sequential identifiers to transactions and records, helping maintain audit consistency and reduce errors.

Next, open General Journal Batches, select your batch, and assign the created No. Series to it. Make sure Increment Document No. is enabled if available. After this setup, you can paste journal lines from Excel without the Document No., and Business Central will automatically generate it during entry or posting.

Also check this functionality nicely explained by @YUN ZHU https://yzhums.com/56738/

Hope this answer helps you!

If this answer helps you, kindly Mark it as verified answer.

Regards,
Mansi Soni

Was this reply helpful? Yes No
BBBCMAN 463 on at

Like (2)

Report
Copy link

Link copied!

Hi Mansi,

Yes I have no. series setup with default numbers. selected. But when you paste all other column including the document no. as empty its just paste everything and leave blank for document number so user wouldn't able to post.

Was this reply helpful? Yes No
Verified answer

Teagen Boll 3,438 Super User 2026 Season 1 on at

Like (4)

Report
Copy link

Link copied!

I find a simple quick approach is to just use the Renumber Document Numbers button under Home > Renumber Document Numbers

That will then just use the No. Series' on the general journal you have setup and automatically populate a document no.

Best,

Teagen Boll

Work: Catapult ERP

Social: LinkedIn

Was this reply helpful? Yes No
Verified answer

Grigorios Mavrogeorgis 2,864 Super User 2026 Season 1 on at

Like (3)

Report
Copy link

Link copied!

Hi B,
The easiest one that always work is the Renumber Document Numbers action. You paste your lines from excel like normal, dont worry about the Document No, then before posting just go to the action Renumber Document Numbers and BC fix all the numbers in sequence from the series for you. One click and the posting error go away. This is the way i usually do it.

About leaving the Document No empty, careful there, because when a No. Series is on the batch the lines still need to be in sequence, empty or random will give you the posting error. So Renumber is the safe path.

There is also the Posting No. Series field on the batch, in some setups this replace the line number with the series number at posting time, so the document no on the line matter less. But this behave different depend on the journal type, so i would test it on one batch first before you trust it.

Glad to help - follow up if anything is unclear.
► If this solved it, marking it verified helps others too.
Regards,
Grigorios Mavrogeorgis
Business Central Consultant & AL Developer
Work: Gmsoft Limited
Blog: insidebusinesscentral
LinkedIn: linkedin.com/in/gregorymavrogeorgis

Was this reply helpful? Yes No
Suggested answer

YUN ZHU 102,578 Super User 2026 Season 1 on at

Like (3)

Report
Copy link

Link copied!

Simply hide the Document No. field on the page. When pasting from Excel, only the columns that are already displayed will be pasted.

Hope this helps.

Thanks.

ZHU

Was this reply helpful? Yes No
Verified answer

OussamaSabbouh 18,486 Super User 2026 Season 1 on at

Like (3)

Report
Copy link

Link copied!

Hello,

Yes, but not exactly during paste. In the General Journal, if the journal batch has a No. Series assigned, you can paste the lines without relying on your Excel document numbers, then use Renumber Document Numbers before posting. Business Central will update the Document No. values sequentially based on the journal batch number series. Just be careful if multiple lines must share the same document number, because BC renumbers based on how the journal lines are grouped/order in the journal.

Regards,
Oussama Sabbouh

Was this reply helpful? Yes No
Gerardo Rentería Ga... 27,545 Most Valuable Professional on at

Like (1)

Report
Copy link

Link copied!

Hi, good day
I hope this can help you, and give you some hints.

The Power of Business Central's Renumber Document Numbers Feature

Business Central 2025 wave 1 (BC26): Avoid document number errors when you post project journals (Renumber Document Numbers in Project Journals) | Dynamics 365 Lab

Best Regards
Gerardo

Was this reply helpful? Yes No