Transaction and Document Numbering (Configuration Assistant)
Find this screen
Open: Configuration Assistant > Transaction and Document Numbering.
How to
Specify the first transaction and document numbers to be used
Click into the relevant field and enter the number you want to use for the first record of that type:
- URN number - The unique reference number assigned to every transaction posted in Sage 200. The following will all have a URN:
- A sales invoice.
A sales receipt.
When a sales receipt is posted to multiple nominal accounts, the information recorded in each nominal account will contain the same URN.
- A sales refund.
- A purchase invoice.
- Journal entry. A unique reference assigned to each journal entry.
-
Invoice. A unique reference assigned to each invoice.
You cannot amend this number once invoices have been raised on the system.
-
Credit note. A unique reference assigned to each credit note.
You cannot amend this number once credit notes have bee raised on the system.
Useful info
Transaction and document numbering
If you are migrating from another system you can maintain the continuity of your previous transaction, journal and document numbers. Enter the number you want Sage 200 to start with. Sage 200 uses this number first, and then increments from that point.
By default Sage 200 starts all numbering from 1.
URN - You can't change the this once transactions have been posted.
Journal - You can change the next journal number, but don't change it to a lower number. This makes sure that journals don't have duplicate numbers.
Document - you can't change the next invoice or credit note number once transactions have been entered
Sales Orders - you can change these numbers. If you change to an lower number, Sage 200 will backfill missing numbers.
Purchase Orders - you can change these numbers. If you change to an lower number, Sage 200 will backfill missing numbers.
What happens when
What happens when I save and mark this panel as complete?
- When you finish adding information and click Save and Mark as Complete, the panel is marked with a tick
to indicate that you have completed this step. - While you remain on the Configuration Assistant, you can return to this panel to add or amend any of the details you have entered.