Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Altering existing Proj...
Microsoft Dynamics GP (Archived)

Altering existing Project Accounting Billing Setup - Next Document Number

(0) ShareShare
ReportReport
Posted on by Community Member Microsoft Employee

I would like to know if it is possible to change the current Billing number sequence through the Billing Setup screen or is there more that will need to be done with any transactions that are in open/ work status. Previously this was attempted and all that I am told was that it created a huge mess. I do not want to touch the backend of this,  what is the correct process in altering this billing number that I have found in the PA42501 (PAbillidocunter) which appears to be a Document counter. Can this simply be changed, saved and then a check links run to update?

Thank you

Mark

*This post is locked for comments

  • Verified answer
    26P2ER Profile Picture
    26P2ER 1,773 on at
    RE: Altering existing Project Accounting Billing Setup - Next Document Number

    That is correct from Setup>Project>Billing 

    window. You can view the change take effect by clicking the Billing Transaction entry window and clicking on the document number. It will increment as per what you leave in the Billing Setup.

    Best and hope to Run into you someday at some summit.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Altering existing Project Accounting Billing Setup - Next Document Number

    So it sounds like I can just go through the UI to make a dynamic change, correct?

  • Suggested answer
    26P2ER Profile Picture
    26P2ER 1,773 on at
    RE: Altering existing Project Accounting Billing Setup - Next Document Number

    Hey Mark - 

    The change you make in the billing setup will impact only future billing transactions, it will not touch your current bills already created and or posted.

    Best Regards

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Altering existing Project Accounting Billing Setup - Next Document Number

    Ven, thank you.

    Billing team is wanting to shrink the BILL00000110  down two or three leading zeros down to BILL000110 or the like, is it possible to decrease?

    Thank you

    Mark

    And the 5k sounds like fun!

  • Suggested answer
    26P2ER Profile Picture
    26P2ER 1,773 on at
    RE: Altering existing Project Accounting Billing Setup - Next Document Number

    Hello RunninRabbit - 

    If you ever make it to the GPUG summit every year, there is a partner that hosts a 5k at the summit for runners.

    Before you make that change at the Billing Setup screen, you may want to scan your billing open and history tables to locate the maximum billing sequence number already used. Locate the largest that was used and add one to it. If you add more than 1 you will probably be have to explain the auditors if they ever ask you why you skipped from BILL0000000143092 to BILL0000000153092.

    I am not sure why you would want to go run check links which by the way is different for PA, there is a separate palette called PA Check Links and would never recommend you do for what you are trying to accomplish here.

    So an emphatic no for running PA Check links.

    Best of luck

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans