Series

  • The Doc # is a unique document number that consists of both a prefix and a suffix.

  • The prefix should be used to identify the type of transaction that is created e.g. PIN for a Purchase Invoice.

  • The suffix identifies how many number digits there will be after the prefix. e.g. A Doc # format of PIN00000 means that there will be 5 number digits after the prefix. So, the first Purchase Invoice submitted would equal PIN00001, the 2734th Purchase Invoice submitted would lead to a Doc # of PIN02734.

How to view Series.

Viewing Document Batches

Select Document / Series from the Settings section of the pulse menu -

Note

This is an example screen shot of the pulse menu.

Position of the menu items within pulse will vary according to available options and dependant on personal screen resolution.

or enter Series in the Quick Launch Side Menu.

This will then show the Series on the system where normal customisation of Sets can be used.

  • Number format: The format of the Document.
  • Next number: This is the next number to be used when a document is created within the series. This number can be reset, as long as the new number is greater than the number that is already present.
Tip

To modify the columns displayed, select in the top right of the page, then tick/untick the information you want to see or not.

How to create a Series.

Create a Series

  1. Select Series from one of the options as shown above in Viewing Series.

  2. Press New.

  3. Enter the following fields.

  • Code: Enter a unique code.
  • Description: Enter a unique description.
  • Number format: The format for the Doc # for new documents.
  • Next number: Enter the initial Doc # number.
  1. Press Create to save the new Series.

How to edit a Series.

Edit a Series

  1. Select Series from one of the options as shown above in Viewing Series.

  2. Select and open the Series to Edit.

  3. Enter the following fields.

    Editing the Next number - this is the next number to be used when a document is created, so the number can only be reset to anything above the present number.

  4. Press Save to save changes.


Updated May 2024