Generate custom number sequence yearly with company specific

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hi all i have about 5 companies on dynamics ax 2012 r3.. i need to know if there is any way to generate custom number sequences for each company on yearly basis instead of changing them manually each year... or if there is a customization that already have that implemented.

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Ludwig Reinhard Microsoft Employee on at

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Hi MarGroup,

If you want to have the fiscal year - example 2017 - included in your number sequence then you have to change the number sequence setup manually or modify it through an adjustment.

Why do you need this because the voucher number and the transaction date clearly identify a transaction and adding a date related field to the number sequence does not seem to add any value because the Information is already there.

Best regards,

Ludwig

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Hi Ludwig,

the main problem we are having that certain number sequences that gets printed we need to identify it with this format *Transaction Type*Year*Company*Serial* like this example for sales order "SO17S0000001" this number sequence explains the following (SO > SalesOrder, 17 > represents year 2017, S > represents company initial, and then the serial) each year we have to recreate this number sequences for all companies manually and re assign them to their respective reference ... if it can be made as a customization where do you suggest we start from?

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Ludwig Reinhard Microsoft Employee on at

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Hi MarGroup,

I would not suggest making a customization because the year 2017 is already included in the transaction date of your voucher. What you are trying to do is holding the same information (year 2017) in two fields:

- the voucher number field

- the transdate field

Unless there is a local legal regulation that forces you to include the date information in the voucher field, I would not do that.

Best regards,

Ludwig

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guk1964 10,888 on at

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I tend to agree with Ludwig. It gets messy when you have transactions crossing year end, or when someone forgets- not everyone wants to work New year's Eve. . If you are working multi company, then will both remember to change at the same time etc.

If you have millions of transaction, then this does allow you to reset the count to zero.

You can excel upload your number sequences. So keep the Excel template, do a find and replace for the new yr for the format and new start number and upload. That is semi manual but once set up the first time should not be a lot of work thereafter to update all number sequences at once..

If you want to stamp a year on a transaction then you could alternatively use another field which defaults header level to all transactions till changed.

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Community Member on at

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Thanks magic1949 and Ludwig,

@Ludwig

unfortunately there is... and we have to include it in all transaction that go to customers

@magic 1949

we were thinking like you said to do it by using Data import/export framework but we faced a problem that we also have to reassign every reference in the old number sequence with the new one.

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Ludwig Reinhard Microsoft Employee on at

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Hi,

Please have a look at the following post that hopefully answers your question.

dev.goshoom.net/.../year-in-number-sequence

Best regards,

Ludwig

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Community Member on at

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Thanks Ludwig i guess this could help us in achieving our goal.

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