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No. Series -- Automatic Population

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Posted on by 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

  • john.ellis Profile Picture
    john.ellis 3,482 on at
    RE: No. Series -- Automatic Population

    @Kaspars and @Ben:

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

    John

  • Suggested answer
    Ben Baxter Profile Picture
    Ben Baxter 4,964 Super User 2024 Season 2 on at
    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 Profile Picture
    KasparsSemjonovs 3,962 Super User 2024 Season 2 on at
    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.

  • Suggested answer
    Manan_Shah Profile Picture
    Manan_Shah 1,457 on at
    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

  • Suggested answer
    Dallefeld Profile Picture
    Dallefeld 11,425 User Group Leader on at
    RE: No. Series -- Automatic Population

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

  • Suggested answer
    Jarrod Case Profile Picture
    Jarrod Case on at
    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

    pastedimage1673111888528v1.png

    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

    CLICK YES - if I have answered your question today, to help other community members know this is resolved.

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  • Suggested answer
    Mohana Yadav Profile Picture
    Mohana Yadav 59,194 Super User 2024 Season 2 on at
    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?

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