Create & Setup Number Sequences in Dynamics 365 Finance and Operations | Scopes, Formats & Module Configuration
Learn how to create and set up number sequences in Dynamics 365 Finance and Operations, including scopes, formats, segments, and module‑specific configuration.
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Sneak peek inside!
Sneak peek inside!
Course Length: 00 Hours 21 Minutes 47 Seconds
The paid version of this course contains videos on the following topics:
Overview
This course provides a practical, hands‑on introduction to creating and setting up number sequences in Dynamics 365 Finance and Operations. You’ll learn how number sequences generate readable, unique identifiers for master data and transaction records, how to configure scopes, formats, segments, and how to associate number sequences with modules such as AP, AR, Procurement, Sales, Inventory, and Projects.
Number Sequence Fundamentals
Purpose of number sequences
References and identifiers
Master data vs transactional numbering
Configuration
Create number sequences
Set up scopes (Shared, Company, Legal Entity, Operating Unit)
Format segments (Constant, Alphanumeric, Scope segments)
Module‑Specific Setup
Accounts Receivable
Accounts Payable
Procurement
Sales
Inventory
Projects
Performance & Maintenance
Outcome
By the end of this course, learners will be able to create number sequences, configure scopes and formats, assign module‑specific sequences, and understand performance considerations.
