No Series in BC

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Posted on by aryaps

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Dear all,

Right now we didn't close the financial year of 2022,yet but we are doing the 2023 transactions also. we have separate number series for all the transactions...

for Eg: sales order : SO-2022-1001 AND we set for 2023: SO-2023-1000 (Like all transactions finance also)

so is there any option to get waring or restrict the transactions doing prev year entries or is there option block entries or we give last year date it should take last year number series only.

Regads

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Nitin Verma 21,812 Moderator on at

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Hi,

You can try to put the Starting Date filed, but I dont think it will prevent you take last year no. series but you can try.
aryaps 155 on at

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ya this one i already gave.

but it will restrict or give warning while doing the prev yr. is there any options available.
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Nitin Verma 21,812 Moderator on at

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Hi, did you try to get the previous years no. Series?
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Manan_Shah 1,461 on at

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Hi,

No series apply against starting Date.

For example. Currently Sales Order have 2 no. series lines 1) For 2022 & 2) 2023. it's different with Starting Date.

So it's mandatory both no. series line should have Starting Date.

Now If I create Sales Order click on new system will Pick 2023 No. series because Business Central Work Date is today date which is 18/01/2023 also without assigning no. series you can't change or update Document Date.

So if user wants to make back date or Previous Year entry, I suggest 1st change Work Date then click New button on Sales Order. It will auto Pick 2022 No. series with reference of Starting Date.

From My Setting user can check & change Work Date.