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Auto Numbering Of SAP Business One Master Files

By Ryan Howe

Auto Numbering Of SAP Business One Master Files

In version 8.82, you are now able to auto number Master files – Customer, Vendor and Items.

The screenshots below, display how to setup auto number for Customers. The same would also apply for vendors and items.

To Start:

Go to – Administration -> System Initialization -> Document Numbering

Double-click the Document series – Customer, to open the Customer Setup screen.

AUTO NUMBERING OF SAP B1 MASTER FILES

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To add a new row, click Data on the Tool Bar, choose Add Row.

Note: You may lock the defaulted Manual numbering by checking the Lock box to the right. Otherwise you will have the choice of two types of numbering on the BP tab.

· Add the name of the new numbering scheme.

· Add the First and Next Number

· Add the Prefix if preferred

· Enter the No. of digits for the number of characters customer number from 0 – 15

Click “Update” then “OK”

AUTO NUMBERING OF SAP B1 MASTER FILES

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BP Customer now has “Auto Numbering” starting with the Prefix, Next number and No. of Digits specified.

Follow this same process for Vendor and Item Auto Numbering

Ryan Howe

Partner, Clients First Business Solutions New Jersey

Ryan Howe is a Certified Public Accountant turned SAP Business One consultant. Leading the SAP Business One practice at Clients First, Ryan has over 23 years’ experience in the financial management and ERP industry, specializing in business analysis, relationship building, and business process optimization. When he’s not helping customers leverage SAP Business One to meet their short and long-term needs, you can find him at any Michigan State sporting event with his family – go Spartans!