Renumber document number in item journals

 

Overview: 

  • Learn how to renumber document number in item journals. 

Note: On the Item Journals page, you can edit the Document No. field to set different document numbers or the same number for each line. If a number series is specified in the No. Series field, the document numbers must be sequential when posting. If they aren't, you won't be able to post the journal.

To fix this, use the Renumber Document Numbers action before posting. This will group related lines but may change their document number. 

Why do you renumber document number in item journals? 

Renumbering document numbers in item journals helps maintain sequential order and prevents duplication or gaps, ensuring accurate tracking before posting the item journal.  

How to renumber document number in item journals? 

  1. Go to your Item Journals page.
    1. Select the entries by highlighting the rows that need to be renumbered.  
  2. Select Actions. Then, select Functions.
    1. Select Renumber Document Numbers.  

      renumber

  3. A message displays to confirm ‘Do you want to continue?’ as it takes time to sort when many documents are selected.
    1. Select Yes to proceed or select No and sort the documents during non-working hours.  
      renumber2 
  4. Document No., is updated sequentially based on a new starting number.  

What’s next? 

Find out how to adjust Inventory for your item journal. 

 

Need more help?  

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