New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: Prevent Editing Number Series on Service Documents and Cards

Microsoft Dynamics 365 Business CentralThis post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2024 Wave 1.

The 22nd of the new functionality in the section is Prevent editing number series on service documents and cards.

For each company where you set up service management, you must assign unique identification codes to things such as service items, invoices, and other documents. Numbering isn’t only important for identification purposes. A well-designed numbering system also makes the company more manageable and easier to analyze, and can reduce the number of errors that occur in data entry.

Enabled for: Users, automatically
Public Preview: Mar 2024
General Availability: Apr 2024

Feature Details

Behavior of the No. field on documents and cards

On service documents and all cards, the No. field can be filled in automatically from a predefined number series, or you can add it manually. However, under certain circumstances, the No. field isn’t available so that you can’t edit its value.

Invisible No. field

The No. field can be filled in three ways:

  1. If only one number series for the type of document or card exists, and the Default Nos. field is selected and the Manual Nos. field is not selected for that number series, the field is automatically filled with the next number in the series. The No. field will not be visible on the card or document.

    note Note

    If the number series doesn’t work, for example because it’s run out of numbers, the No. field will be visible and you can manually enter a number or resolve the issues on the No. Series page.

  2. If more than one number series for the type of document or card exists, and the Default Nos. checkbox isn’t selected for the number series that’s assigned, then the No. field is available and you can look up the No. Series page and select the number series you want to use. The No. field contains the next number in the series.
  3. If you haven’t set up a number series for the type of document or card, or if the Manual Nos. field is selected for the number series, the No. field is available and you must manually enter a number of up to 20 characters, which can be both numbers and letters.

When you open a new document or card that a number series doesn’t exist for, the No. Series Setup page opens so that you can set up a number series for that type of document or card before you start to enter data.

Service No. Series Setup

note Note

If you need to enable manual numbering on, for example, new service item cards that have been created with a data migration process that’s hidden the No. field by default, go to the Service Management Setup page and choose the Service Item Nos. field to set the number series to Manual Nos..

Click to show/hide the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1 Series Index

New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1
Use Virtual Tables to Expose More Business Central Data in Dataverse
Improve Approval Processes via Power Automate
Add Table and Field Mappings for Existing Integration Tables
Find a Matching Record in a Power Automate Flow
Archive Projects
Usability Improves for Service and Projects
Use Deferral Codes in Purchase and Sales Journals
Define a Service Invoice Posting Policy for Various Users
Define Default Location for Project or Project Phase
Block Item, Item Variant or Service Item from Use in Service Management transactions
Connect Business Central With Shopify B2B
Set Up Financial Consolidation Runs More Efficiently
Simpler Shopify Connection
Use General Ledger Account Revaluation for More Accurate Financial Statements
Get More Productive While Entering Time Sheets
Create Projects That You Can Invoice to Multiple Customers
Assemble to Project
Invoice a Customer for Multiple Projects
Use New Excel Layouts for 35 Selected Reports
Use Standard Terminology for Project Management
Use Currencies When Posting Employee Transactions
Manage Work Orders in Field Service, Invoice Them in Business Central
Manage Document Attachments in Service Items and Documents
Export and Import Multiline Text Using Configuration Packages
Correct Errors in Service Invoices
Prevent Editing Number Series on Service Documents and Cards
Be More Productive When Approving Time Sheets
Inventory Package Numbers Work Like Item Tracking Dimensions
Assign Salesperson to Customer Ship-to Addresses
View Incoming Documents in Archived Quotes and Orders
Specify Dimensions on Posted Entries Applications With Realized Gains or Losses
Allow Lines with Amounts of Zero on Recurring General Journals
Automate the Reminders Process in Collections
See Improved Usability for Warehouse and Inventory
Ensure Accurate Inventory Valuation by Controlling Cost Adjustment
Use a New Role Center for Collection Management
Manage Subscription Billing and Revenue and Expense Recognition
Enable Sustainability Features for Integrations with APIs
Install Field Service Integration with Business Central from AppSource
Introduce Power Automate Copilot Integration with Business Central
Map e-Documents to Purchase Order Lines with Copilot
Create Sales Lines Easily with Copilot
Extend Copilot Using Richer Development Tools
Get to Insights Faster with Copilot-Generated Analysis Tabs
Complete Bank Account Reconciliation Faster With Copilot
Create Product Information Faster with Copilot
Learn More About Fields with Copilot
Chat with Copilot
Simplify collections with Copilot for Finance and Business Central
Automate Tests for your Copilot Extensions with the Business Central Test Toolkit
Automate IRS 1099 Form Submission in US
Enable Additional Countries and Regions
Install UK Localization as an App
Process Czech Bank Statements, Payment Orders More Productively
Improvement of Czech Localization Reports
Report Explorer has Additional Outputs in the Czech Version
Improved Updates of ARES Data in the Czech Version
Allow More Extendability of Advance Payments in the Czech Version
Print QR Codes on Sales Invoices in the Czech Version
Use Excel Layouts for Czech Reports
Handle Multiple File Uploads and File Drop Zones
Debug the System Application
Remove Friction When Working with External App Dependencies
Use In-client Page Scripting Tool for Acceptance Testing
Use AL-controlled Barcode Scanning For All Scenarios
Write flexible and performant code with NumberSequences
Use the OData V4 IN Operator in Web Service Queries
Define Extension Objects in Same App as Their Base Object
Use Cookies in HTTP Calls From Business Central
Define Tooltips on Table Fields
Use Linked Environment in Dataverse Integration
Audit Business Central Operations in Microsoft Purview
Encrypt Data At-Rest with Customer-Managed Encryption Key
Allow Customers to Consent to Microsoft Support Accessing Their Data
Link Business Central Environments to Power Platform Environments
Copy Companies with Dataverse Integration Safely
View and Filter Users With Additional User Details
Control partner access per environment
Analyze Telemetry Events Across Browser and Server for a Session or User
Use Premium License to Sign In to Environment with Essentials Licenses
Experience the New Embedded AppSource Marketplace Page
Migrate Record Links and Notes with Cloud Migration Tooling
See VAT Date in Posting Previews
Automate Country of Origin Listed for Item Tracking Code in Intrastat Reporting
Achieve Sustainable Compliance with Business Central
Discover Report and Data Analysis Content Easily
Use Drag and Drop to Attach Multiple Files
Use Actions to Navigate and Highlight or Fix Platform-Generated Errors
Share Error Details to Get Help from Another User
Access Worksheet Pages from Mobile Phones
Boost Productivity With the Modern Action Bar
Enhancements to the User Experience

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