Customers with multiple departments or branches often need to identify the corresponding department or branch in the number of posted sales and purchase documents. This applies to the following documents:

• Purchase Order (Posted Purchase Invoice, Posted Purchase Receipt)
• Purchase Invoice (Posted Purchase Invoice, Posted Purchase Receipt)
• Purchase Credit Memo (Posted Purchase Credit Memo, Posted Purchase Receipt)
• Purchase Return Order (Posted Return Shipment)
• Sales Order (Posted Sales Invoice, Posted Sales Shipment)
• Sales Invoice (Posted Sales Invoice, Posted Sales Shipment)
• Sales Credit Memo (Posted Sales Credit Memo, Posted Sales Shipment)
• Sales Return Order (Posted Return Receipt)

The current functionality of Business Central allows set up multiple number series for unposted documents, but it is not possible to define posting number series through settings. The posting number series is only taken from the Sales & Receivables Setup or the Purchases & Payables Setup.

The goal of the modification is to extend the Sales & Receivables Setup (459, Card) and the Sales & Receivables Setup table (311). Similar extension will be implemented in the Purchases & Payables Setup.

The modification involves creating and adding a new boolean field “Advanced Number Series Settings”.

 When this field is set to TRUE, for document types where it is possible to define related number series, the field will become non-editable and its content will be cleared.

This applies to the following document types:

• Posted Invoices
• Posted Credit Memos
• Posted Shipments
• Posted Receipts
• Posted Return Receipts/Shipments

When the new field “Advanced Number Series Settings” is set to TRUE, a link to the “Advanced Number Series Settings Wizard” will appear below this field.

A new table and two wizard pages will be created – one for Sales & Receivables and one for Purchases & Payables. The table will contain all the information adapted to where the wizard is launched from.

The table will be named Advanced Number Series and will contain the following fields:

• Code
• Description
• Posting No. Series
• Inventory Document No. Series

The wizard will take the primary document codes from the Sales & Receivables/Purchases & Payables Setup. It will then look into the Number Series table. In each individual number series, it will find the “No. Series Relationships” and display them in a new matrix.

In the matrix, the document types/primary documents (Order, Invoice, Credit Memo, Return Order) will be displayed according to the summary lines from the Number Series table, similar to the Chart of Accounts Overview.

Under the summary line, all Number Series that are listed in relation to the summary line (Relationship) will be displayed.

Each number series will be linked to a Posting Number Series and an Inventory Document Number Series – if such a relationship exist

In the Posting No. Series and Inventory Doc. Number Series fields, there is a relation to the Number Series, from which the user assigns a specific posting number series and inventory document number series to a specific document series of the primary document.

Thanks to this setting, when a new unposted purchase/sales document is created and its number series is validated, the system will find the relevant posting number series and inventory document number series from the new Advanced Number Series table and fill them into the related fields in the header.

New Co-pilot application for No. Series and its function to create No. Series Lines for next accounting period will be extended to work with new Advance Number Series table.