Visma Net
About multiple numbering series
Visma Net uses number series to automatically generate IDs for new objects of a certain type when they are created, whether manually by users or automatically by the system. Numbering sequences are used, for example, for customer invoices, supplier invoices, inventory receipts and issues, Supplier ledger and Customer ledger payments, batches, schedules, and allocations.
You can use the predefined number series without changes, or you can modify them to suit
your organisation's needs.
Also, you can create new sequences. If your organisation
has branches, number series for documents associated with branches can be
split into subsequences that have different prefixes or specify different ranges of
numbers.
Each number series is defined by parameters set on the Number series (CS201010) window.
The system uses the following parameters to
calculate the numbers it assigns to new objects:
- Start number
The number to be used first in this number series. - Last number
The number most recently assigned to an object in this number series.
Each time the system assigns a number to a new object, it updates this value. - Numbering step
The increment used in the number series to generate the next number; for each new number, this increment is added to the rightmost numerical portion of the last number used. - End number
The number to be used last in this number series.
You can set other parameters on the window, too, such as the following:
- Start date
The date when this sequence will take effect.
For sequences that include subsequences, you can specify the date when each subsequence first becomes effective. - New number symbol
An alphanumeric string (of up to 15 characters) used to indicate that a new number for an object will be assigned. - Warning number
The minimum number that generates a warning that available numbers will be used up soon.
When this number (and each number that exceeds it) is assigned, the system displays a warning.
If the end number is near or has been reached for a number series, you should create a new sequence in the appropriate workspace and assign it to this object type.
Visma Net generates numbers or object IDs for a number series as alphanumeric strings.
The precise format of the numbers is defined by the number series parameters,
such as the start number and the end number, set on the Number series window.
The same number of characters must be used for
all parameters in a number series; the system issues a warning if the format of
any parameter differs.
A number series may have numbers that start with a prefix, an
alphanumeric string that ends in an alphabetic character.
The system automatically
detects a prefix in the start number when alphabetic characters are used.
If a
prefix is used, auto-numbering is applied to only the rightmost numeric positions.
The same prefix must be used for the start, warning, and end numbers.
Suppose, for example, that you want to create sequences to automatically assign meaningful IDs
to sales orders of different types.
For different order types, different two-letter
abbreviations are used. For general sales orders (the SO type), you might set
the start number as S0000001, the warning number as S0995000, and the
end number as S0999999. For cash sales orders, you might set the start
number, warning number, and end number as CS000001, CS997000, and
CS999999, respectively. Note that all these numbers use the same prefix
followed by six digits.
A number series may consist of any number of sequences or subsequences, each intended for
a different branch or starting on a specific date.
Subsequences can be helpful when,
for example, an organisation uses different invoice numbers in each season of the
year.
If the organisation has branches, it is convenient when document reference
numbers indicate a specific branch of origin by a branch-specific prefix or range of
numbers.
Each subsequence is defined by a branch, start date, start number, end number, numbering step,
and start date.
Numbers are assigned as follows:
- The first new object is assigned the start number depending on the branch and
the start date.
(The start number is also assigned to the last used number.) - The rightmost numerical portion of the second number and subsequent numbers for
the same branch is equal to that of the last number plus the numbering step.
The last number value is updated. - When the start date specified for any subsequence occurs, the system switches to using that subsequence.
The numbers available in one subsequence cannot be used in another subsequence of the same sequence.
Follow these tips when you define number series:
- Objects get numbers in the order in which they are created.
Thus, if you use the same number series to identify objects of different types, successive numbers can be assigned to objects of different types.
The disadvantage of this approach is that objects' IDs won't help you distinguish between their types. - If you use similar number series for different document or objects that
might be listed on the same window, duplicate numbers may occur, which could
confuse users.
It is better to define a number series so that the start number of one sequence exceeds the end number of the previous one, or to use different prefixes for each number series.
These approaches ensure that duplicate numbers will not occur.