How to maintain a sequence in sales invoice/sales creditnote for all the sub companies inside F&O

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Hello Experts,

For ex. I have a F&O account with multiple companies like DAT, BRMF, DEMF, etc.

All the sub-companies have posted sales orders ready but when we convert them into invoices and when I post them I want a specific invoice/credit note number sequence which has to be maintained throughout all the sub-companies.

You can say first I post one invoice from orders from DAT company so my invoice number should be 1001 and after that when I convert another invoice from order from BRMF then it should be 1002 and later if I create a credit note from DEMF company then it has to be 1003.

I can see some settings inside F&O portal for number sequence but I was not able to achieve it so seek help from any of you who can help me with this.

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Frank Hamelly | MVP... 46,625 Super User 2025 Season 2 on at

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Have you tried setting the Number sequence Scope to Shared? That should meet your requirement. BTW, DAT never has transactions in it.

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Hana Xue Microsoft Employee on at

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Hi,
As Frank said, you can share the same number sequence, meaning all organizations use a single number sequence. For an explanation of the numbering scheme, you can check out the link below:
https://d365tour.com/en/microsoft-dynamics-d365o/number-sequence-scope/
https://dynamics-tips.com/number-sequences-explained-d365-finance-and-operations/?expand_article=1
Best Regards,
Hana

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Community member 76 on at

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Hello again,

I have tried to follow a document and creating a new sequence number pattern with global scope, but I am unable to add reference and getting this error as shown in the image.

Is there any specific rule?

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NikolajSorensen 1,792 on at

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Have you remembered to change the number allocation in the general tab?

By default it is set to 9 digits, but since you have specfified that there should only be 3 digits, the largest number would be "999" in this specific scenario.

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Frank Hamelly | MVP... 46,625 Super User 2025 Season 2 on at

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A reference isn't required. You can proceed without it.

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Waed Ayyad 9,039 Super User 2025 Season 2 on at

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Hi @Community member ,

The Value in segment tab should has the same number of digits as largest value number of digits.

Thanks

Waed Ayyad

Please mark this answer as "Verified" if it solved your issue. In order to help others who will face a similar issue in the future

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Community member 76 on at

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Hi Experts,

I followed the instructions as you all mentioned so the problem in a segment is solved but while adding reference I am not sure which Area or reference do I have to choose.

I tried to choose account receivable as sales orders module belongs there but, in the 2nd, dropdown there is no option coming to choose. what do I do next any idea?

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Devesh Tak 52 on at

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You don't have to choose any reference just apply the number sequence on the specific area, go to accounts receivables> parameters> Number sequence and on invoice number number sequence select the sequence you created, it will work and once you assign this number sequence a reference will automatically be added.

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