Set up number sequences using a wizard


Dynamics 365 for Finance and Operations is now being licensed as Dynamics 365 Finance and Dynamics 365 Supply Chain Management. For more information about these licensing changes, see Dynamics 365 Licensing Update.

Number sequences are used to generate readable, unique identifiers for master data records and transaction records that require them. A master data or transaction record that requires an identifier is referred to as a reference. Before you can create new records for a reference, you must set up a number sequence and associate it with the reference. This topic explains how to set up all required number sequences at the same time by using a wizard. The demo data company used to create this procedure is USMF.

  1. Go to Navigation > Modules > Organization administration > Number sequences > Number sequences.

  2. Select Generate.

  3. Select Next.

    • On this page, you can modify the identification code, the lowest value, and the highest value. In addition, you can indicate whether the number sequence must be continuous.
    • Do not select the Continuous option if you must preallocate numbers for the number sequence. To add a scope segment to the format of a number sequence, select the format in the list, and then select Include scope in format. To remove a scope segment from the format of a number sequence, select the format in the list, and then select Remove scope from format. To exclude a number sequence from automatic generation, select the number sequence in the list, and then select Delete.
  4. Select Next.

  5. Select Finish.