Infor LX & BPCS Tip: What is the purpose of document sequencing? How does it work?

Document Sequencing (ACR160) is a feature that allows the BPCS/LX system to assign a unique document number to every document created through ACP, ACR, and BIL. It is required for use with ATP (the general ledger posting engine) for ACR and BIL and is strongly recommended for use with ACP. Historically, we have experienced seemingly unexplainable events when Document Sequencing is not used and those events get cleared up once it is turned on.

Document Sequencing in ACP does not affect the Vendor Invoicing process for the user. You will still enter the Company, Vendor, and Invoice Number when you create invoices or memos. It provides the system with a better and more unique document number for the invoices so that the system can locate, identify, and link to the correct invoices during the processing of transactions and afterward when trying to trace transactions from ACP to CEA and back.

Document Sequencing is turned on in ACP180 Prefix Specific Numbering by setting it to a ‘1’ to assign the number at invoice entry and logging, or ‘2’ to assign the number at invoice entry and un-logging.

When Document Sequencing is turned on, the Document Sequence setup has to be defined in the system. For ACP, this is done in ACR160B, which is found in the ACP02 Accounts Payable Maintenance Menu (don’t confuse this with ACR160D which is found in the ACR01 menu and is used for ACR and BIL document sequence setup). Document Sequencing is defined by Company and Prefix Code. Blank is a valid Prefix code that can be defined and used, but most customers use a Prefix Code to differentiate certain types of transactions as it gives them a unique way to identify different types of invoices in the system and the prefix can be pulled into a journal entry to help determine account strings, or into reference or analysis field information.

The document sequence can also be set as a perpetual sequence where you will never need to do the roll (ACR920) and will not need to maintain the file in the future. (This is common for most of our clients).

• Document Sequence Maintenance ACR160, set the End Date for the current year to 99/99/9999 (this is the default when creating a new doc sequence) and leave the next year start and end date at 00/00/0000.

George MorosesGeorge Moroses

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