Document Numbering Reference

Maintain prefixes, counters, padding, fiscal-year scope, automatic codes, and manual-code controls.

Document-series settings showing type, fiscal year, prefix, next counter, padding, and active status — Each publishing workflow resolves its own active series.

A series belongs to one company, document type, and fiscal context. Its prefix and padded counter produce the next official code. Maintain separate sequences where business or regulatory practice requires them.

Draft codes are temporary. At publication Prospect locks and advances the relevant counter. If another user published first, the suggested number may change and requires confirmation. A manual code requires explicit confirmation, must be unique, and may advance the numeric sequence when it reaches or exceeds the current counter.

Never repair numbering by editing published records or reusing another type's series. Investigate inactive series, wrong fiscal year, duplicate manual code, or concurrent publication. Keep the reason for exceptional manual numbering in company records.