How to Create a Number Sequence for Manual Invoice Entry in Microsoft Dynamics 365
Question
SIMULATION - You are a functional consultant for Contoso Entertainment System USA (USMF)
You need to create a new number sequence named Fabrikam that will be used to invoice a new customer.
The sequence number must support the manual entry of invoice numbers.
To complete this task, sign in to the Dynamics 365 portal.
Explanations
See explanation below.
1
Go to Navigation pane > Modules > Organization administration > Number sequences > Number sequences.
2
Select Number sequence.
3
In the Number sequence code field, type a value.
4
In the Name field, type Fabrikam.
5
In the Segments section, click Add.
6
Select Alphanumeric and enter a value such as #### (for a four-digit number) 7
In the General section, ensure that Manual is set to Yes.
8
Under Number Allocation, enter 1 in the Smallest field.
9
Click Save to save the number sequence.
https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/organization-administration/tasks/set-up-number-sequences-individual-basis?toc=/Sure, I'd be happy to help explain the steps you would need to take to create a new number sequence in Dynamics 365 for Finance and Operations.
Sign in to the Dynamics 365 portal: To start, you'll need to log in to Dynamics 365 for Finance and Operations using your credentials.
Access the Number sequences form: Once you're logged in, you'll need to navigate to the Number sequences form. You can do this by following these steps: a. Click the "Settings" button in the top right corner of the screen. b. From the dropdown menu, select "System administration" and then "Number sequences". c. This will take you to the "Number sequences" form.
Create a new number sequence: In the "Number sequences" form, you'll see a list of existing number sequences. To create a new one, click the "New" button in the top left corner of the form. a. In the "Number sequence code" field, enter "Fabrikam" (without the quotes). b. In the "Segment values" section, you can define the format of the number sequence. For example, you might want to use a prefix, suffix, or specific digits for each invoice number. To allow manual entry of invoice numbers, make sure the "Manual" checkbox is selected. c. When you're finished defining the number sequence, click the "Save" button in the top left corner of the form.
Test the number sequence: Once you've created the number sequence, you can test it by creating a new invoice for the Fabrikam customer. When you enter the invoice number, it should be automatically assigned according to the format you defined in step 3. If you want to manually enter the invoice number, make sure the "Manual" checkbox is selected in the invoice form.
That's it! You've now created a new number sequence in Dynamics 365 for Finance and Operations that can be used to invoice the Fabrikam customer.
