Annual No. Series – Installation Instructions

Prerequisite:

For the correct working of the app, make sure that the setting of the Micro Apps Base App is set for “allowing HttpClient Request”.

 

 

Setup:

1. In Business Central navigate to “Annual No. Series Creator Setup“.

 

2. Check “Create at New Fiscal Year” to True.

This setup enables automatic creation of the No. Series that are marked for this functionality whenever a new fiscal year is created.

 

3. Click on “No. Series” in Navigate-menu to navigate to the existing No. Series

 

4. Mark the No. Series you want to create automatically when a new fiscal year will be created.

 

When checked, the No. Series will be checked for the required format for this functionality:
– For the existing No. Serie a No. Series Line must exist;
– The No. Series must have the following format: <Characters><Year2><Numbers>.

An example of a correct No. Series is: TST2000000001.

 

5. To set up a new No. Serie you have to create a new one by clicking on “New

 

6. Navigate to Lines via menu “Navigate” – Lines:

 

7. Add a new No. Series Line by clicking on “New

 

8. Return to the No. Series and mark the field “Create at new fiscal Year

 

Now you’re all set for using the app.

 

Anual No. Series Creation Automatically

1. In Business Central navigate to “Annual No. Series Creator Setup

 

2. Click on “Accounting Periods” in menu “Navigate”

 

3. Click on “Create Year…” in menu “Actions”

 

4. The starting date for the new fiscal year will be automatically selected. This is standard functionality of Business Central. Click on OK.

 

5. Navigate to “No. Series” and check whether a new No. Series Line is created for the newly created year.

 

Anual No. Series Creation Automatically

1. In Business Central navigate to “Annual No. Series Creator Setup“.

 

2. Click on “Create No. Series” in menu “Process”.

3. Select the first date of a fiscal year you want to create No. Series for.

4. Click on OK.

5. Navigate to “No. Series” and check whether a new No. Series Line is created for the newly created year.