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No. Series -- Automatic Population

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Posted on by john.ellis

3,482

Hi:

How do you configure the No. Series to automatically place numbers in the respective fields, so that the end user does not have to hit the ellipsis button next to a field to simply pull in the next number?

Thanks!

John

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Dynamics 365 Business Central

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john.ellis 3,482 on at

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RE: No. Series -- Automatic Population

@Kaspars and @Ben:

Is this true, even if both "Default" and "Manual" are selected?

John
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Ben Baxter 4,964 Super User 2024 Season 2 on at

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RE: No. Series -- Automatic Population

Kaspars has the most direct answer to the question. In the list of No. Series, check the "Default" Boolean to enable the next number to auto-populate. Even if you have multiple No. Series available for a record type, the Default will control what series is used when you create a new record.
KasparsSemjonovs 3,962 Super User 2024 Season 2 on at

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RE: No. Series -- Automatic Population

For standard pages/cards - No Series has to have the checkmark "Default" - and it has to be provided in the related Setup for No.Series.

When it has this checkmark, system can populate a number automatically from this when You hit Enter in No Field, or just click in any other number in the new card.
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Manan_Shah 1,457 on at

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RE: No. Series -- Automatic Population

Hi John.

In standard if you created multiple no. series for your single page then user have to click on ellipsis 3 dots. To choose specific no. series for that transaction or document. You can double check it from No. series and it's relationships.

Hope it will help.

Many Thanks,
Manan
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Dallefeld 11,425 User Group Leader on at

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RE: No. Series -- Automatic Population

You should just be able to tab or enter in the No. field to get the next number assigned.
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Jarrod Case on at

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RE: No. Series -- Automatic Population

Hi john.ellis

I hope you are well mate.

Here is a video I recorded a while ago on No series setup: https://www.youtube.com/watch?v=71DlbLYjLKA&t=4s

Generally speaking you should consider searching Manual Setup

In here check all the No Series settings for example under Purchase & Payables, or Sales & Receivables and ensure a default No Series is set.

If the No Series is selected > and the No Series selected is setup properly, you shouldn't have any prompts requiring a user to manually make up numbers.

I hope this has answered you questions

Thanks JC

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Mohana Yadav 59,194 Super User 2024 Season 2 on at

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RE: No. Series -- Automatic Population

Are you referring to any standard table/page in Business Central or custom?

How many No. Series do you have for that page?