Starting Numbers

The Starting Numbers form is extremely important when you are initially setting up your company file.  This form contains fields for every type of transaction in VisionCore where you can setup starting numbers.  The Starting Numbers form can only be opened through the Company Preferences form and is not available directly from the Main Menu.

 

All starting numbers will increment automatically as they are used and can contain up to 20 alphanumeric characters.  You can use spaces, symbols and even letters as long as the last character is a number.  The last character must be a number so that VisionCore can increment that number each time it is used.  If you use a letter then VisionCore will not be able to increment it.  For example you could enter a starting number like "SI02002-0001" and each time that number is used VisionCore will increment it to "SI02002-0002" and then "SI02002-0003" and so on.

 

If you click the New button on any record or transaction that uses a starting number and then decide to cancel or delete that record, the starting number will still be incremented by one.  You can come back to this form and change the starting numbers for any of the fields but just make sure it will not have a chance to duplicate eventually.

 

In the left side of the form, modules' shortcuts are listed.  As you click on any of the modules, record or transaction types under that module will be listed on the opposite side.  By default, all records or transactions types will be shown in the transaction type area.

 

There is an Enable checkbox opposite each Transaction Type on all modules.  This checkbox is used whether you want VisionCore to use this starting numbers when creating transactions/records or not.  When this checkbox is unchecked, then Transaction Number or Record ID fields will show as blank.

 

All

In the Shortcuts area, click All or the button before it to display all records or transactions' starting number field.

 

Accounting

This is used to set Starting Numbers for the Accounting forms.  Be careful when adding starting numbers that they are all very different from one another so you do not risk the chance that they will start to duplicate.

 

General Journal - Enter the starting number you wish to use for the General Journal form.  Every time you click the New button on that form the next General Journal Number will be entered automatically incremented one digit higher than the last transaction entered.

 

Chart of Accounts Adjustment - Enter the starting number you wish to use for the Accounts Adjustment form.  Every time you click the New button on that form the next Chart of Accounts Adjustment Number will be entered automatically incremented one digit higher than the last transaction entered.

 

Audit Adjustment - Enter the starting number you wish to use for the Audit Adjustment form.  Every time you click New button on that form or the Audit Adjust button on Fiscal Year Periods form the next Audit Adjustment Number will be entered automatically incremented one digit higher than the last transaction entered.

 

Banking

This is used to set Starting Numbers for the Bank Transactions.  Be careful when adding starting numbers that they are all very different from one another so you do not risk the chance that they will start to duplicate.

 

Write Check - Enter the starting number you wish to use for the Write Checks form.  Every time you click the New button on that form the next Write Checks Number will be entered automatically incremented one digit higher than the last transaction entered.

 

Make Deposit - Enter the starting number you wish to use for the Deposits form.  Every time you click the New button on that form the next Deposits Number will be entered automatically incremented one digit higher than the last transaction entered.

 

Credit Card Charge - Enter the starting number you wish to use for the Credit Card Charges form.  Every time you click the New button on that form the next Credit Card Charges Number will be entered automatically incremented one digit higher than the last transaction entered.

 

Credit Card Return - Enter the starting number you wish to use for the Credit Card Returns form.  Every time you click the New button on that form the next Credit Card Returns Number will be entered automatically incremented one digit higher than the last transaction entered.

 

Withdrawal - Enter the starting number you wish to use for the Withdrawals form.  Every time you click the New button on that form the next Withdrawals Number will be entered automatically incremented one digit higher than the last transaction entered.

 

Contact Manager

This is used to set Starting Numbers for all the "Contacts" numbers.  Be careful when adding starting numbers that they are all very different from one another so you do not risk the chance that they will start to duplicate.

 

Customer / Prospect / Lead - Enter the starting number you wish to use for the Customers, Prospects and Leads forms.  Every time you click the New button on that form the next Customer ID, Prospect ID or Lead ID will be entered automatically incremented one digit higher than the last record entered.

 

Customer Ship - Enter the starting number you wish to use for the Customer Ship To Locations form.  Every time you click the New button on that form the next Customer Ship ID will be entered automatically incremented one digit higher than the last record entered.

 

Employee - Enter the starting number you wish to use for the Employees form.  Every time you click the New button on that form the next Employee ID will be entered automatically incremented one digit higher than the last record entered.

 

Sales Rep - Enter the starting number you wish to use for the Sales Reps form.  Every time you click the New button on that form the next Sales Rep ID will be entered automatically incremented one digit higher than the last record entered.

 

Campaign - Enter the starting number you wish to use for the Campaigns form.  Every time you click the New button on that form the next Campaign ID will be entered automatically incremented one digit higher than the last record entered.

 

Opportunities - Enter the starting number you wish to use for the Opportunities form.  Every time you click the New button on that form the next Opportunities ID will be entered automatically incremented one digit higher than the last record entered.

 

Customer / Prospect / Lead Contact - Enter the starting number you wish to use for the Customer Contacts, Prospect Contacts and Lead Contacts forms.  Every time you click the New button on that form the next Contact ID will be entered automatically incremented one digit higher than the last record entered.

 

Vendor - Enter the starting number you wish to use for the Vendors form.  Every time you click the New button on that form the next Vendor ID will be entered automatically incremented one digit higher than the last record entered.

 

Fixed Asset

This is used to set Starting Numbers for the Fixed Assets forms and transactions.  Be careful when adding starting numbers that they are all very different from one another so you do not risk the chance that they will start to duplicate.

 

FA Journal - Enter the starting number you wish to use for the Fixed Asset Journal form.  Every time you click the Calculate button on the Calculate Depreciation form the next Fixed Asset Journal Number will be entered automatically incremented one digit higher than the last transaction entered.

 

FA Contract - Enter the starting number you wish to use for the Fixed Asset Contract form.  Every time you click the New button on that form the next Fixed Asset Contract Number will be entered automatically incremented one digit higher than the last record entered.

 

FA Transfer - Enter the starting number you wish to use for the Fixed Asset Transfer form.  Every time you click the New button on that form the next Fixed Asset Transfer Number will be entered automatically incremented one digit higher than the last transaction entered.

 

Inventory

This is used to set Starting Numbers for the Inventory Transactions.  Be careful when adding starting numbers that they are all very different from one another so you do not risk the chance that they will start to duplicate.

 

Inventory Adjustment - Enter the starting number you wish to use for the Inventory Adjustment form.  Every time you click the New button on that form the next Inventory Adjustment Number will be entered automatically incremented one digit higher than the last transaction entered.

 

Inventory Transfer - Enter the starting number you wish to use for the Inventory Transfer form.  Every time you click the New button on that form the next Inventory Transfer Number will be entered automatically incremented one digit higher than the last transaction entered.

 

Inventory Build - Enter the starting number you wish to use for the Build Assembly Items form.  Every time you click the New button on that form the next Inventory Build Number will be entered automatically incremented one digit higher than the last transaction entered.

 

UPC Code - Enter the starting number you wish to use for the UPC Code field in Inventory Item form > Inventory tab.  Every time you click the New button in the Inventory Item form the next UPC Code Number will be entered automatically incremented one digit higher than the last record entered.

 

Payroll

This is used to set Starting Numbers for the Payroll Transactions.  Be careful when adding starting numbers that they are all very different from one another so you do not risk the chance that they will start to duplicate.

 

Paycheck - Enter the starting number you wish to use for the Paychecks form.  Every time you click the New button on that form the next Paycheck ID will be entered automatically incremented one digit higher than the last transaction entered.

 

Posting

This is used to set Starting Numbers for the Batch Post Transactions and other special book transactions. Be careful when adding starting numbers that they are all very different from one another so you do not risk the chance that they will start to duplicate.

 

Batch Post - Enter the starting number you wish to use for the Batch Posting form.  Every time you batch post the next Batch Post ID will be entered automatically incremented one digit higher than the last transaction entered.

 

Purchasing

This is used to set Starting Numbers for all the Purchase Transactions.  Be careful when adding starting numbers that they are all very different from one another so you do not risk the chance that they will start to duplicate.

 

Bill - Enter the starting number you wish to use for the Bills form.  Every time you click the New button on that form the next Bill Number will be entered automatically incremented one digit higher than the last transaction entered.

 

Purchase Receipt - Enter the starting number you wish to use for the Purchase Receipts form.  Every time you click the New button on that form the next Purchase Receipts Number will be entered automatically incremented one digit higher than the last transaction entered.

 

Purchase Order - Enter the starting number you wish to use for the Purchase Orders form.  Every time you click the New button on that form the next Purchase Order Number will be entered automatically incremented one digit higher than the last transaction entered.

 

Payable - Enter the starting number you wish to use for the Payables form.  Every time you click the New button on that form the next Payables Number will be entered automatically incremented one digit higher than the last transaction entered.

 

Vendor Prepayment - Enter the starting number you wish to use for the Vendor Prepayments form.  Every time you click the New button on that form the next Vendor Prepayment Number will be entered automatically incremented one digit higher than the last transaction entered.

 

Debit Memo - Enter the starting number you wish to use for the Debit Memo form.  Every time you click the New button on that form the next debit memo number will be entered automatically incremented one digit higher than the last transaction entered.

 

Bill Batch Entry - Enter the starting number you wish to use for the Bill Batch Entry form.  Every time you click the New button on that form the next Bill Batch Entry Number will be entered automatically incremented one digit higher than the last transaction entered.

 

Sales

This is used to set Starting Numbers for all the Sales Transactions.  Be careful when adding starting numbers that they are all very different from one another so you do not risk the chance that they will start to duplicate.

 

Important

Quotes, Orders, Back Orders and RMAs Starting Numbers use the same table, so do not duplicate them.

 

Invoice - Enter the starting number you wish to use for the Invoices form.  Every time you click the New button on that form the next Invoice Number will be entered automatically incremented one digit higher than the last transaction entered.

 

Quote - Enter the starting number you wish to use for the Quote form.  Every time you click the New button on that form the next Quote Number will be entered automatically incremented one digit higher than the last transaction entered.

 

Order - Enter the starting number you wish to use for the Orders form.  Every time you click the New button on that form the next Order Number will be entered automatically incremented one digit higher than the last transaction entered.

 

Back Order - Enter the starting number you wish to use for back orders.  Every time you add a back order the next Back Order Number will be entered automatically incremented one digit higher than the last transaction entered.

 

RMA - Enter the starting number you wish to use for the RMA form.  Every time you click the New button on that form the next RMA Number will be entered automatically incremented one digit higher than the last transaction entered.

 

Receivable - Enter the starting number you wish to use for the Receivables form.  Every time you click the New button on that form the next Receivable Number will be entered automatically incremented one digit higher than the last transaction entered.

 

Customer Prepayment - Enter the starting number you wish to use for the Customer Prepayments form.  Every time you click the New button on that form the next Customer Prepayment Number will be entered automatically incremented one digit higher than the last transaction entered.

 

Finance Charge - Enter the starting number you wish to use for the Finance Charges form.  Every time you click the New button on that form the next Finance Charge number will be entered automatically incremented one digit higher than the last transaction entered.

 

Credit Memo - Enter the starting number you wish to use for the Credit Memo form.  Every time you click the New button on that form the next Credit Memo number will be entered automatically incremented one digit higher than the last record entered.

 

Sales Receipt - Enter the starting number you wish to use for the Sales Receipt form (Point of Sales transaaction).  Every time you click the New button on that form the next Sales Receipt number will be entered automatically incremented one digit higher than the last transaction entered.

 

Customer Payment - Enter the starting number you wish to use for the payment made on Payment tab of Order or Invoice transaction.  Every time you make a payment on that tab the next Payment number will be entered automatically incremented one digit higher than the last transaction entered.

 

Check Numbers

This is used to set Starting Numbers for all the check numbers used by Checking accounts.  Be careful when adding starting numbers that they are all very different from one another so you do not risk the chance that they will start to duplicate.

 

Check Account - Select the next starting number you wish to use for the selected Checking Account.  You can setup checking account's check number from here or from Bank Account Information form. The Bank Account Information form can be accessed from Bank Account List form > click Info button.  In the Check Number field, enter the next starting number you wish to use for the selected Checking Account.

 

Manufacturing

This is used to set Starting Numbers for all the Manufacturing Transactions. Be careful when adding starting numbers that they are all very different from one another so you do not risk the chance that they will start to duplicate.

 

Job - Enter the starting number you wish to use for the Jobs form.  Every time you click the New button on that form the next Job ID will be entered automatically incremented one digit higher than the last record entered.

 

Contractor - Enter the starting number you wish to use for the Contractors form.  Every time you click the New button on that form the next Contractor ID will be entered automatically incremented one digit higher than the last record entered.

 

Job Summary - Enter the starting number you wish to use for the Job Summary form.  Every time you click the New button on that form the next Job Summary ID will be entered automatically incremented one digit higher than the last record entered.

 

Inventory Issue - Enter the starting number you wish to use for the Inventory Issue  form.  Every time you click the New button on that form the next Inventory Issue Number will be entered automatically incremented one digit higher than the last transaction entered.

 

Inventory RMA - Enter the starting number you wish to use for the Inventory Issue  form.  Every time you click the New button on that form the next Inventory Issue Number will be entered automatically incremented one digit higher than the last transaction entered.

 

Job Project - Enter the starting number you wish to use for the Poject form.  Every time you click the New button on that form the next Project ID will be entered automatically incremented one digit higher than the last record entered.

 

BOM Setup - Enter the starting number you wish to use for the Bill of Material Setup form.  Every time you click the New button on that form the next BOM Setup Number will be entered automatically incremented one digit higher than the last record entered.

 

BOM Setup Stage - Enter the starting number you wish to use for the Bill of Material Setup Stages form.  Every time you click the New button on that form the next Stage Number will be entered automatically incremented one digit higher than the last record entered.

 

Manufacturing Order - Enter the starting number you wish to use for the Manufacturing Order form.  Every time you click the New button on that form the next Manufacturing Order Number will be entered automatically incremented one digit higher than the last transaction entered.

 

Stage to Process - Enter the starting number you wish to use for the Stages to Process form.  Every time you click the New button on that form the next Stage Process ID will be entered automatically incremented one digit higher than the last transaction entered.

 

Buttons at the top of the form

The Save button will save the Starting Numbers form.

The Export button will allow you to export the starting numbers to your desired file type namely: HTML, PDF, RTF, Text and Excel.

The Close button will close the Terms form.

 

Press F1 or click F1-Help button at the bottom left of the form for help on the form that is currently opened.