In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Assign Number Series in Purchasing

This article is part of the In Microsoft Dynamics 365 Business Central (Purchasing), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

I explained Number Series in a recent article; creating the number series is a required step, but all that does is create the umber series; it doesn’t tell Business Central what to do with it.

Each module has a required step of configuring the number series which will be used for the master record and each type of transaction. In Purchasing this is maintained in the Purchases & Payables Setup (460) page, on the Number Series fasttab:

Select the required number series for each of the available options and close the page; BC will then be able to generate numbers correctly for the vendor and all of the transaction types.

If there is a type of transaction not used by the company, such as a blanket purchase order or prepayments, I would generally recommend not selecting a number series, as this will prevent a user from accidentally processing one of those transaction types.