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How to: Create Relationships Between Number Series

If you have set up more than one number series code for the same kind of basic information or transactions, you can create relationships between the codes. This feature can assist you in deciding among the codes when you use a number.

To create relationships between number series

  1. In the Search box, enter No. Series, and then choose the related link.

  2. Select the line with the number series you want to create relationships for.

  3. On the Navigate tab, in the Series group, choose Relationships.

  4. In the Series Code field, enter the code for the number series that you want to relate to the series you selected in step 2.

    Add a line for each code that you want to relate to the selected number series.

  5. Choose the OK button.

Now when you set up something that requires a number, you can use the relationships you created to select among the related number series.

Note

This procedure creates relationships only for the number series that you selected in the No. Series window in step 2. To create relationships for other number series, you must repeat all the procedure for each relevant number series.

See Also

Tasks

How to: Use Number Series Relationships