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The extension auto-generates 16 No. Series the first time it is installed in a company. You do not need to set them up by hand — they appear in the standard BC No. Series list, ready to use. This page explains what each series numbers and how to customize the prefix, starting number, or increment if your organisation has a different convention.

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How they’re created

On first install (and again on every upgrade, as a safety net) the Install Codeunit HAC (Codeunit 70003100) runs CreateNoSeries(). For every series in the list below it:
  1. Creates the No. Series header if it doesn’t already exist, with Default Nos. = Yes and Manual Nos. = No.
  2. Creates a single No. Series Line if none exists, with:
    • Starting No. = <CODE>00001 (e.g. SHFT00001)
    • Increment-by No. = 1
    • Starting Date = blank (active immediately)
If you already have a series with the same code from a previous install or a different extension, the existing series is left untouched. Nothing is overwritten.

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The 16 series

The standard BC Employee number series (and any other native series your G/L uses for journal posting) are not managed by this extension — they remain under BC’s standard control.

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Customizing a series

You can change any series exactly the way you would any other BC No. Series:
  1. Open Tell Me and search for No. Series.
  2. Find the row whose Code matches the value in the table above (for example LOAN).
  3. Edit the header — change the Description, toggle Manual Nos. if you want to enter loan numbers yourself, or toggle Default Nos. off if you want to force a manual prompt every time.
  4. Drill into Lines to change the Starting No., Ending No., Increment-by No., Starting Date, or to insert a second line that takes over on a future date (for example, to roll over from LOAN2025-… to LOAN2026-…).
Changes apply to new records only. Existing records keep the numbers they were originally assigned.

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Adding warning prefixes (year roll-overs)

The most common customization is encoding the year into the prefix. Two approaches: Approach 1 — One series with future-dated lines. Keep one series code (LOAN) and add a new No. Series Line each year with a Starting Date of January 1 and a Starting No. of LOAN2026-00001. BC automatically picks the active line based on today’s date. Approach 2 — Separate series per year. Create a fresh series each year (LOAN-2026) and re-point the lookup. This is more bookkeeping and not recommended unless you need parallel numbering streams.

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What if I want to disable auto-numbering on one entity?

Open the series header and set Default Nos. to No and Manual Nos. to Yes. The corresponding card will prompt for a manual number on every new record.

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Object reference