MEAPSA

Set up number series and trail codes in Dynamics 365 Business Central

Do you need to set up number series for documents, journals, and other records? This module explains how to set up number series and how to number documents, journals, and master data. Additionally, it shows you how to create and use source codes and reason codes in Dynamics 365 Business Central.

Business User

Functional Consultant

Dynamics 365

Business Central

Module Objectives

In this module, you will:

Learn about the purpose of number series.
Set up number series.
Create number series relations.
Set up source codes and reason codes.

Units

Introduction to setting up number series min
Assign number series and number series relationships min
Set up trail codes min
Exercise - Create a number series min
Check your knowledge min
Summary min

Prerequisites

A basic understanding of how to navigate the Dynamics 365 Business Central application.