> ## Documentation Index
> Fetch the complete documentation index at: https://human-resource-docs.ha-consultancy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# No. Series

> The 16 BC number series the extension auto-creates on install for loans, shifts, leave, EOS and more — what each one numbers and how to customize them.

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.

## 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.

## The 16 series

| Series code     | Description             | Numbers records in                       |
| --------------- | ----------------------- | ---------------------------------------- |
| `SHFT`          | Employee Shift          | Shift Config (Tab 70003120)              |
| `SLRY-PKG`      | Employee Salary Package | Employee Salary Package (Tab 70003115)   |
| `SLRY`          | Salary                  | Salary (Tab 70003117)                    |
| `LV-TYP`        | Leave Type              | Leave Type Config (Tab 70003123)         |
| `LV`            | Leave                   | Leave Config (Tab 70003124)              |
| `LV-RULE`       | Leave Rule              | Reserved for leave-rule records          |
| `LOAN`          | Employee Loan           | Employee Loan                            |
| `LOAN-INST`     | Loan Installment        | Employee Loan Installment (Tab 70003140) |
| `OVERTIME-RULE` | Overtime Rule           | Reserved for overtime-rule records       |
| `EMP-POS`       | Employee Position       | Employee Position (Tab 70003142)         |
| `EOS`           | End of Service          | EOS Config (Tab 70003145)                |
| `SOC-INS`       | Social Insurance        | Social Insurance Settings (Tab 70003149) |
| `HR-LET`        | HR Letter               | HR Document Type (Tab 70003152)          |
| `HR-DOC`        | HR Document Request     | HR Documents Request (Tab 70003153)      |
| `ADV-SLRY`      | Advance Salary          | Employee Advance Salary (Tab 70003155)   |
| `ANN`           | Announcement            | Announcement (Tab 70003156)              |

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.

## 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-…`).

<Note>
  Changes apply to **new** records only. Existing records keep the numbers they were originally assigned.
</Note>

## 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.

## 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.

## Object reference

| Object                          | ID       | Purpose                                                                     |
| ------------------------------- | -------- | --------------------------------------------------------------------------- |
| Codeunit `Install Codeunit HAC` | 70003100 | Runs `CreateNoSeries()` on install                                          |
| Codeunit `Upgrade Codeunit HAC` | 70003101 | Re-runs `CreateNoSeries()` on every upgrade to back-fill any missing series |

## Related pages

* [First-Time Configuration](/getting-started/configure) — high-level setup overview
* [Loans & advances](/features/loans-and-advances) — uses `LOAN`, `LOAN-INST`, `ADV-SLRY`
* [Leave management](/features/leave-management) — uses `LV-TYP`, `LV`, `LV-RULE`