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Use the form to create and modify number sequences. Number sequences handle automatic allocation of voucher numbers, invoice numbers, and journal numbers used by Microsoft Dynamics AX.

Before you set up number sequences, you should decide how to structure them.

Set up number sequences for specific modules on the tab in the form under in the different modules.

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab

Description

Overview tab

Provides an overview of available number sequences and shows if they are active. You can modify existing number sequences or create new number sequences.

General tab

Displays more information about the selected number sequence. In addition to the options on the tab, you can end a number sequence or specify whether it can be updated manually or changed to a higher or lower number.

Click the tab for more help.

Click the tab for more help.

Fields

Field

Description

Code used for the current number sequence.

Enter a short description of how and where to use the number sequence.

Enter the lowest possible value that can be used for automatic number generation for the current number sequence.

Enter the largest possible value that can be used for automatic number generation for the current number sequence.

Enter the next value that will be used for automatic number generation for the current number sequence.

Specify a format for the number sequence.

For example, if you want to indicate the year in the customer invoice number, create a format for the invoice number sequence. Use the '#' character for numbers and the '&' character for letters. For example, the format #####_2009 gives you the sequence 00001_2009, 00002_2009, and so on.

Indicates whether the number sequence is being used.

Select this check box to stop using the selected number sequence.

Select this check box to require manual entry of numbers. Number sequences will not be generated automatically.

Select this check box for a continuous sequence.

Allow users to change an automatically generated number to a lower number.

Allow users to change an automatically generated number to a higher number.

When this option is selected, the number sequence is cleaned up automatically.

This option is automatically selected when the number sequence is continuous, and should not be cleared. For continuous number sequences, the next available number from the sequence is used when a transaction is entered. If a number is generated but the transaction fails, automatic cleanup allows the number to be used again.

You can set up a time interval for automatic cleanup in the field.

If a user has a power failure, system failure, or other unexpected failure of the client while a number is being generated, cleanup must be performed manually on either the current number sequence or all number sequences. To manually clean up number sequences, click the button.

Note Note

If you do not select the automatic cleanup option, make sure that you run a nightly batch job to clean up number sequences.


Enter the interval at which cleanup should be performed. Enter 24 for a cleanup every 24 hours. The cleanup will be performed the first time that a number is generated after 24 hours has passed.

Important Important

If you leave the field blank, cleanup is performed every time that the number sequence is used. This can cause a significant drop in performance.


Most recent date and time that cleanup was performed.

Pre-allocates numbers that are contained in system memory.

Quantity of numbers that will be loaded into system memory.

Buttons

Button

Description

Shows where the selected number sequence is used.

Lists all active, blocked, and released numbers in the selected number sequence.

Use a query to clean up number sequences. If, for example, a number in a number sequence was not used because of an error during update or a power failure, the cleanup process makes the number available again.

Note Note

We recommend that you perform the cleanup as a batch job during non-peak hours.


Lists all changes that were made to the number sequence setup.

Helps create number sequences in Microsoft Dynamics AX.