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Number sequence by year

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Posted on by David Tailor

822

Hello,

There is a functionality in Business Central where you can have number sequence on Vouchers and Documents per year:

for every starting date (start year) you can link a number sequence.

For Ex:

Starting Date = 2019 -> Number Sequence = 19-JV-####
Starting Date = 2020 -> Number Sequence = 20-JV-###

At Transaction level, system will check the session date and assing number accordingly.

How can we achieve this logic in D365 for Finance & Operations?

i know there is Fiscal period scope but is it not date controlled, you have to manually choose the number sequence connected to appropriate fiscal year.

any idea?

any customization possible to let system automatically change the number sequence from date?

BR,
David

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nmaenpaa 101,160 Moderator on at

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Sorry, I accidentally moved your post to Business Central forum before realizing it's not about Business central after all. So I moved it back.

There is no such out of the box functionality. You would need to set up new number sequences manually for each year. And making it work based on transaction date would require customization.

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nunomaia 25 Moderator on at

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If I'm not in mistake, French localization as a similar feature for some number sequence ( sales invoices, etc), not all.

You take a look on it.

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nunomaia 25 Moderator on at

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Now with a screenshot from Contoso ( France company). Sales invoice number sequence). You could extend / replicate that feature for your needs.

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Ludwig Reinhard Microsoft Employee on at

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Hi David,

I would recommend not to use such number sequences because you record the same information in multiple fields.

As an example, if you post a voucher then you have a transaction posting date, a voucher number and some account details that you can analyze.

Why would you record a part of the posting date information in the voucher number?

What's the value added by doing this?

Best regards,

Ludwig

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David Tailor 822 on at

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Hi Ludwig,

To keep transactions for every belongs to same year.

I agree with you that no need to tag year within number of transaction.

BR,

David

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nunomaia 25 Moderator on at

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[quote user="Ludwig Reinhard"]
What's the value added by doing this?

Best regards,

Ludwig
[/quote]
That is not uncommon in countries where is mandatory to have chronological vouchers / invoices by sequence number. This allows posting documents in previous periods. From my mind I remember similar functionality implemented in Italy and France localization's. In France you can define sequences by date. But I agree with you, it creates additional complexity.

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nmaenpaa 101,160 Moderator on at

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Maybe a stupid question, but how does a different number sequence per year guarantee chronological voucher numbers? If it's possible to post vouchers to past / future dates, then you can end up with non-chronological numbers, right?

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nunomaia 25 Moderator on at

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I don’t know the legal details of other countries. In Portugal It’s mandatory to have a chronological documents within the same fiscal year. During year close, you might need to book documents in both fiscal years ( old / new ), ( closing invoices, etc.). Therefore you need 2 sequences to accomplish this.

Not a stupid question quite valid. Neither I understand the goal of this validation that also applies to my own country.

In table CustInvoiceJour_W, etc you have some countries that store Sequence Number to check it.

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Ludwig Reinhard Microsoft Employee on at

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Hi David,

If it is not required by law in your country to make use of those number sequences then my advice would be not doing such kind of things.

You can run into multiple issues.

As an example, what happens after the change of the number sequence if your auditors want you to post something in the previous year?

Wouldn't those things completely mess up the idea of this voucher series configuration?

Best regards,

Ludwig

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d365 Dynamics comm... 8 on at

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Now, it is possible.

see:

learn.microsoft.com/.../chrono-numbers

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