How To Setup Gapless Document Sequencing in Receivables

1. Enable Sequential Numbering Profile Option

The profile option Sequential Numbering must be enabled in order to use the document sequence feature.To ensure gap less numbering, it is recommended that this is set at the Application Level as Always Used.

Responsibility: System Administrator

Navigation: Profile > System

Query on:

Application = Receivables

Responsibility = Receivables Manager

Profile = Sequential Numbering

2.Setup System Options

   a. Set Document Number Generation System Option to When Completed

The setting of Document Number Generation Level in the System Options form allows you to specify when Receivables should generate a document number for your transactions. This should be set to When completed so that the sequence is only invoked when the transaction is finalized.

   b. Disable Changes to Printed Transactions and Transaction Deletion

To prevent the removal of transactions which have already been assigned gapless document sequence numbers, uncheck the check boxes for Allow Change to Printed Transactions and Allow Transaction Deletion.

Responsibility: Receivables Manager

Navigation: Setup > System > System Options

3.There is no way to enforce gapless numbering directly on transaction number and the only way to do this is to create a gapless document sequence and then have it replace the transaction number by enabling Copy Document number to Transaction number.

Responsibility: Receivables Manager

Navigation: Setup > Transactions > Sources

4. Define a Document Sequence

Create a database sequence that will be used to generate a document sequence for your transactions.

Responsibility: System Administrator

Navigation: Application > Sequential Numbering > Define

5.Define a Document Category

This step is no longer necessary in release 11.5, because document categories are automatically created for you when you define a new transaction type (or receipt method or receivable activity).

This step is shown here to provide clarity on how document sequences and document categories are associated to each other.

Responsibility: System Administrator

Navigation: Application > Sequential Numbering > Define

The following screen shot was generated by running a query on Name = GAPLESS INVOICE.

6. Assign a Document Sequence to the Document Category

In this step, you create a relationship between the document category and the document sequence created earlier through an assignment.

Responsibility: System Administrator

Navigation: Application > Sequential Numbering > Assign