(LTU) Set up number sequences for invoices and packing slips [AX 2012]

Updated: April 4, 2013

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2

In Microsoft Dynamics AX, you can set up unique document number sequences for master data records and transaction records. If the tax authorities for your country or region assign a specific document number sequence or format to your organization, you can associate the number sequence to a document type in Microsoft Dynamics AX.

Use this procedure to set up a series of document numbers that are provided by the tax authority for numbering invoices and packing slips. When a new document is generated, one of the numbers in the series is assigned to the document. Each document number series is assigned to a user or user group. Only the designated user or user group can assign the numbers in the series to a document.

The numbers that are assigned to invoices and packing slips are included on printed documents. This includes the invoice register report and the packing slip registration journal report that you can send to the tax authority.

  1. Click Organization administration > Common > Number sequences > Registers > Invoice numbering setup.

  2. Click New.

  3. In the Numbering field, enter the prefix for the document number sequence.

  4. In the Module field, select the module in Microsoft Dynamics AX that uses the numbering series. The module that you select determines what options are available for you to select in the Type field. For customer invoices and customer packing slips, select the Sales option.

  5. In the Account code field, select whether the numbering series is available to all users, to only a specific user group, or to only a specific user.

  6. If you selected Group in the Account code field, select a user group in the Code field.

    If you selected Table in the Account code field, select a user in the Code field.

  7. Select the Continue check box to search for number series that are assigned to the selected user or user group.

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).