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Renumber Document option - works in some journals, not others?

  • 1.  Renumber Document option - works in some journals, not others?

    GOLD CONTRIBUTOR
    Posted 26 days ago
    We are currently using NAV2017, Financial Management module only. I have recurring entries I paste into NAV every month, part to the General Journal and part to the IC Journal. Because we have a number series set up in the IC Journal, I use "{Auto}" in the document number field on my Excel spreadsheet and the Renumber Document Number function in the IC Journal to update the document numbers before I post the IC Journal.

    When we went remote a year ago, our A/P coordinator also began using a lot more copy & paste functionality (to assist with spotty internet, etc.), rather than posting individual invoices. The purchase journal, though it has the same Renumber Document Number function on its toolbar, does not allow him to use the same shortcut I use in the IC Journal, so he has to manually update each companies number series in his spreadsheet before he can post it in NAV.

    I have no idea where I learned about the {Auto} tip after our implementation, so I don't know what we need to do to make it work in the Purchase Journal. Any thoughts?

    #NAV2017 ​ ​

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    Tara Langley
    Accounting Manager
    Culver Franchising System, LLC.
    Prairie du Sac WI
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  • 2.  RE: Renumber Document option - works in some journals, not others?

    GOLD CONTRIBUTOR
    Posted 25 days ago
    I am learning to set up journal batches with different number series since this functionality was implemented.   In terms of actual purchase invoices vs recurring journals, i would definitely be using separate numbering series between those two.  are you familiar with how to setup new no. series and assign them to batches and purchase documents?

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    Jamie Constantine
    Senior Consultant
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  • 3.  RE: Renumber Document option - works in some journals, not others?

    GOLD CONTRIBUTOR
    Posted 25 days ago
    Hmmm, we have separate numbering series set up for those journals, but it appears they are not tied to the default batches in the company we were using for our test. We will test in a few different companies with updated numbering series. Thanks for your input!

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    Tara Langley
    Accounting Manager
    Culver Franchising System, LLC.
    Prairie du Sac WI
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