The Sequence Numbers section will allow you to set the starting number for a type of transaction or record or file that you will create in Spire. Unless otherwise specified, sequence numbers are numeric values only. When a new record of the specified type is created and the sequence value used, this value will automatically increment to the next number.
General
- Customer No – If this value is not zero then it will be used as the default value for a new customer code, otherwise blank is the default for new customers. It is generally not good practice to use strictly numeric customer numbers, and alphabetic or alphanumeric customer codes are more efficient for searching and identification.
- GL Transaction No – A unique value assigned to the General Ledger transaction on posting. In some places this value will be displayed on the transaction entry window.
- Payslip No – If Payroll is used and this value is not zero, for employees that do not have Direct Deposit enabled, the Payslip number will be the Cheque field value for the next posted timecard, overriding the next check number on the bank account. This is useful if you have different check stock and numbers for payroll checks. Leave as zero if you want to use the check number sequence from the bank account.
- Direct Deposit No – If Payroll is used and this value is not zero, for employees that have Direct Deposit enabled, the Direct Deposit number will be the Cheque field value for the next posted timecard, overriding the next check number on the bank account. Leave as zero if you want to use the check number sequence from the bank account, though this would be unusual to do.
- Purchase Order No – The order value that will be assigned to the next purchase order that is created, and will increment after a new PO is saved.
- Vendor No – If this value is not zero then it will be used as the default value for a new vendor code, otherwise blank is the default for new vendors. It is generally not good practice to use strictly numeric vendor numbers, and alphabetic or alphanumeric vendor codes are more efficient for searching and identification. It will also be used as the vendor number when posting one-time vendor invoices even if zero, and if you wish to purchase again from this vendor, it is recommended to use the Vendor Code Change utility to make the vendor code alphabetic or alphanumeric.
Inventory
Inventory sequence numbers are always used to uniquely identify posted transactions of each respective type, and the number incremented after a transaction is posted. Adjustment numbers will always be prefixed with A, and Transfer numbers will always be prefixed with T.
Sales
The next available order numbers for Sales documents of various types. All order types except Invoices and Sales Orders have an alpha prefix for document numbers, which can be useful for identification, sorting or filtering. For any of the order types, you may also choose to set the colour for display on the sales order list grid, making particular order types stand out. Typically you would not set a colour for the order type you most often use, which would clutter the order list display.
- Number Sales Orders by Type – Enable this option to use different sequences for all of the order types listed below. Disable this option to use the Sales Order next document number for all of these order types. This option does not affect Quote numbering which will always be independent of Sales Order numbers, and will not restrict the ability to set customized colours for these order types.
Production
The next available numbers for production orders and templates, and the number will be incremented after a new order is posted or a new template saved.
