Assigning Document Sequences
After defining document sequences, you must assign a specific sequence to an application and category. If you enabled the Set of Books and/or Method Document Flexfield segments, you can also assign sequences based on the set of books and/or creation method of the document.
You can assign sequence numbers to journal entries, but only to those journals created for actual transactions. You can choose to assign sequence numbers to journal entries that General Ledger automatically creates, or to journal entries you enter manually in the Enter Journals window. General Ledger automatically creates journal entries for actual transactions when you perform the following tasks:
- Generate Recurring Journals
- Generate MassAllocation Journals
- Consolidate Sets of Books
You can assign only one active document sequence scheme to each unique combination of Application, Category, Set of Books, and Method. However, you can assign the same document sequence to more than one combination of Application, Category, Set of Books, and Method.
Attention: You should not assign a manual sequence to an Automatic method.
Prerequisite
Define your document sequences.
To assign document sequences:
1. Navigate to the Sequence Assignments window.
2. Enter the Application that generates the documents you want to number. For General Ledger, enter OGL.
3. Select the Category of the journals you want to number.
4. Enter a Sequence name. You can only choose document sequences that you defined for the application you specified.
5. Enter a Start Date for the sequence assignment. Once you define a sequence assignment, you cannot change the Start date.
6. Enter an optional End Date. You can enter or change the End Date at any time.
Attention: If you enter start and end dates, you can only use your sequence assignment to assign document numbers to journal entries for which the journal effective date falls between the start and end dates.
If there is no end date defined and there are no active assignments for a sequence, you can disable the sequence assignment by entering the current date as the end date. Once disabled, you cannot reactivate a sequence assignment.
See Also
Planning Your Descriptive Flexfields
Assigning Document Sequences by Set of Books and Entry Method
Defining Descriptive Flexfield Segments
Defining Document Sequences
