Set Up Unique Sequence Pre-Invoice Numbers

Use these steps to set up a unique numbering sequence for pre-invoices.

To set up pre-invoicing numbers as a unique sequence:

1. Go to System Setup > System Parameters.
2. Use the search filter and/or Search field at the top of the workspace to select the Require System Number for Job Pre-Invoices system parameter.
3. Select the Require System Number for Job Pre-Invoices checkbox.

   or

   If a company within your enterprise must have pre-invoices with a unique numbering sequence:

   Deselect the Require System Number for Job Pre-Invoices checkbox. Then, in the Company Specific Values table, create a line for the company and select the Require System Number for Job Pre-Invoices checkbox.

4. Go to System Setup > System Numbers.
5. Use the search filter and/or Search field at the top of the workspace to select a company.
6. On the System Numbers tab, select the Pre-Invoice line.
7. In the Next Number column for this line, enter a number on which to start the pre-invoicing number series.
   Note: Ensure that the pre-invoice number series is different than the invoicing and credit memo series number, found in the Invoice line and Credit Memo line. For example, if your invoice series starts at 400000, start your pre-invoice series at 470000. The number series must also not overlap with 0-Credit Memo and 0-Invoice lines.