Invoice, Debit, and Credit Memo Sequences

Use this form to set up and maintain the alphanumeric sequences used for:

Invoices
Debit memos
Credit memos

You must set up at least one sequence for each of these; there can be multiple sequences for each if you need them. However, you must close the sequence record for a category before you open another one for that category. Invoices and credit memos can not have the same sequence numbers.

Three default initial sequences are set up after you specify the Invoice Length on the Order Entry Parameters form.

Example

Set up a range of 500 credit memo numbers to use during September 2008, for customers in the invoice category DEFAULTCATEGORY. The numbers use the prefix CR and start with number 2000. You would enter the following information on this form:

Type: Credit Memo
Start Date/End Date: 9/1/08 through 9/30/08
Group: 1
Category: DEFAULTCATEGORY
Starting Invoice: CR2000 (number expands automatically to the full invoice number length)
Ending Invoice: CR2500 (number expands automatically to the full invoice number length)

If you use up all of these numbers before the end of September, close the sequence. The next group is automatically set to Group 2 for the same date range, and you can add more numbers.

If you do not use all the numbers in the range by the end of September, you must close the sequence and void the remaining unused numbers.

Note: A sequence record may be deleted only if the sequence is marked as Closed. Deleting a sequence record removes any voided invoices that exist within the invoice number range being deleted.

It is possible to create an open credit memo in one site, post it, and then reapply the credit memo to an invoice in another site. In order to prevent overlapping credit memo numbers from different sites, you should set up different credit memo sequences for different sites.