Changing Document Types and Document Sequence Numbers

If you generate documents online, use the Document Sequence page to specify document sequence values for documents. Use this page to override the default document type for a receivable transaction. If you enter document sequence numbers manually, use this page to manually enter a document sequence number.

Because you assign a document type to each group type, the system automatically assigns a default document type to each item when you enter the item.

Suppose that the AR-CASH document type is set to automatic numbering. On the Document Sequence page, the document sequence number changes to Next by default. If you do not select automatic numbering, you cannot edit the Document Sequence Number field. When you save the group, the system assigns the document sequence number to the item.

Note: Invoices that come from PeopleSoft Billing should already have document sequence numbers. The system handles their document sequencing the same way that it handles other PeopleSoft Receivables items.