Sequences Detail General Tab

Click the name of the field you want to view information for:

Abbreviation	Company
Name	Bank Account
Transaction Screens	Format
Duplicates	Reset on New Date

Sequences are used to maintain check numbers, invoice numbers, bank deposit numbers, etc. They are automatically added to your database. Multiple sequences are allowed. An example use is for a manual check number sequence and a printed check number sequence. Sequences can also be set to warn if a sequence number is a duplicate, allow duplicate sequence numbers, and not allow duplicate sequence numbers. You can maintain different sequences for various transaction entry screens. The default sequence will automatically display during transaction entry, but can be changed. If you change the number, it will change the next available sequence number (for example, if the default sequence number was 692, and you change it to 701, the next available sequence number will be 702). If multiple sequences are available for check numbers or invoice numbers, click the Sequence Lookup button to select a different sequence. 

Setup > General > Numbering Sequences is used to add new sequences such as an alternate check number sequence for manual checks or changing sequence information. For example, the check number sequence automatically set up is specific to a company and bank account, but your companiesshare a bank account, so you can change the sequence to remove the company specific information from the check number sequence.

The format of the check number, deposit number, invoice number is also defined in Sequences. The specified number of characters and whether the characters are alpha, numeric, or alphanumeric are also set in Sequences. Date formats can be set for use with deposit numbers on a cash receipt. Set the date style and then set it to reset on a new date. The deposit number will default to today's date for all individual receipts. All deposits with the same deposit number consolidate as a total value when reconciling your bank statement.

Sequence Information

Abbreviation - Enter up to ten characters of optional information that you can easily identify the sequence by.  For example, MC for Manual Check Numbers, AC for Alternate Check Numbers etc.

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Name - Enter up to 30 characters of required information that describes the sequence.

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Sequence Details

Transaction Screens - Select the transaction screens this sequence can be used in.

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Duplicates - Select the way you want the sequence to handle duplicate numbers, 1 = Duplicates Allowed, 2 = Warn on Duplicates, or 3 = No Duplicates Allowed.

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Company- Select Company if you want CenterPoint to maintain separate number sequences by company.

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Bank Account - Select Bank Account if you want CenterPoint to maintain separate number sequences by bank account.

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Format - Define the format of the numbering sequence. For example, if you wanted an incrementing check number that is five digits, you would enter ##### in the Format box, if you wanted an incrementing invoice number with ABC always as the first three characters of the invoice number you would enter ABC# in the Format box, or if you wanted an incrementing journal entry number that included the date of the entry reset daily, you would enter ddmmyy# in the Format box and select the Reset on New Date check box.

mm = 2 digit month
mmm = month name
dd = 2 digit day
yy or yyyy = year
# = incrementing number
? = incrementing alpha

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Reset on New Date - Select the Reset on New Date check box to reset alphanumeric values of the sequence on each new date.

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