Question
A company uses Dynamics 365 Business Central to record payments for vendors. All payment records include similar data elements.
You are onboarding a new vendor. You must create a unique number series for payments from the vendor. No other vendors will use the new number series.
You need to configure the system.
What should you use?
- A. Vendors
- B. General Journals
- C. General Journal template Correct
- D. Payment journals
- E. Workflow
Explanation
Number series for journal postings are assigned through journal templates and their batches, not on the vendor card. Setting up a dedicated general journal template, with its own batch and No. Series, gives this vendor's payments a number series that no other vendor uses, while keeping the same journal structure for the similar payment data. The vendor card has no field for a payment number series, and a workflow handles approvals and notifications, not numbering. Simply opening the General Journals or Payment Journals pages does not define a separate number series.
