Number Series - Transactions

Each record in the Transaction register has its own unique identifying number, based on a sequential series. When you enter a new Transaction, the next number in the series will be used. If required, you can have a number of such sequences running concurrently, perhaps representing different years or different departments.

Use this setting to define these sequences, or Number Series. The different series should not overlap. If you leave the setting empty, Transaction Numbers will start at 1 and continue consecutively.

Once you have defined number sequences for Transactions, you can allocate a specific sequence to an individual user using the Trans No. field on the ('Serial Nos' card of the user's Person record in the System module. When that user enters a new Transaction, its Transaction Number will be the first unused number in that specific sequence. You can also set a universal default sequence in the Number Series Defaults setting, also in the System module. If you do not allocate a specific sequence to a particular user or set a universal default, Transaction Numbers will be taken from the first valid Number Series in this setting. For a particular Transaction, any user can change to the first unused number in any other Number Series using 'Paste Special'.

When you double-click 'Number Series - Transactions' in the 'Settings' list, the following window appears:

Enter each new Number Series on the first blank line. The Comment will be shown in the 'Paste Special' list, so enter some text that will help you choose a number from the correct sequence. Then, click the [Save] button in the Button Bar to save the changes. To close the window without saving changes, click the close box.

The N/L field common to all Number Series settings is not used in this instance.