When it comes to financial reporting and bookkeeping, keeping things in balance is highly appreciated, but there is also no such thing as too much accuracy or clarity. One way to help keep everything intact is to dedicate certain numbering series for recording transactions and documents within a specific posting period. To get it set, SAP Business One enables you to define Period Indicators that link between the numbering series and respective periods:

Numbering Series and Period Indicator

Once defined, assign the relevant period indicator to the respective Posting Periods and Numbering Series:

Numbering Series and Period Indicator

The “Display Series Linked to Selected Period(s) Indicator” menu, enables you to filter the list of numbering series by selected posting period. Note that assigning period indicator is not supported by numbering series of business partners, items, and resources.

Available in Web Client for SAP Business One 10.0, and SAP Business One 10.0 version for SAP HANA. Please get in touch if you would like to upgrade to version 10.0.

We hope that you find this tip helpful. For more information on Business One, please visit our webpage.

Source: Ari Schapira | SAP Business One – The Tip of the Week