Creating Documents Sequence in Oracle EBS R12

What is document Sequence?

Document Sequence numbering is powerful option in oracle apps to create a unique sequence number for a document generated in oracle Apps (i.e General voucher , receipt, Purchase Order).

Oracle Apps give option to generate the document sequence separate for each app function or combine sequence number for each application.

For example you can generate separate sequence number for sale order of each type or assign same sequence number to all type.

Prerequisites to Use Document Sequence:

Profile option Sequential numbing must be either set always used or partially used

Configuration :

Login to System and Select System Administrator responsibility

Step 1 :  System Administrator>Application>Sequential Numbering>Define

 

Name : Any understandable name of Sequence  like if your are creating sequence of Payable application then it could be AP_MONTH_YEAR in may case AP_Apr_14

Application :Select Name of application  for which you are creating sequence from LOV  i.e Order management, Payable, Purchasing  etc

Effective From Date : Enter From date where this sequence will be effective i.e 01-APR-2014

Effective To date : Enter to date if you want to restrict sequence to expire on particular date i.e 30-APR-2014

Type : Select one of following type

• Automatic: The number will be generated automatically, but might not be gapless if there are more than one user working on same document category
• Manual: The user has to manually enter the document number
• Gapless: The sequence will be gap less even when there are more user working on the same category, but it requires memory as the application will reserve the sequence number and will not generate it until the document is successfully committed

Message : Check Message if you want a popup displaying the number being assigned to the document

Initial Value : Initial Value of sequence number indicate from where sequence number be generated it could be 1 or any other value depends upon user requirement like in our case it is 14040001. First document number generated from this sequence will be 14040001 then 14040002,14040003  etc

Click on Save ,Now you have created  a sequence number , next step is to assign this sequence to application

Step 2: In order to assign a sequence to application follow following navigation steps
Navigation : System Administrator>Application>Sequential Numbering>Assign

There are two tabs on this from one is document and other is assignment, Now select document tab and enter following information:-

Application : Application for which you want to assign sequence

Category : Select document category related to application selected for example if you have selected Payable in application  the its categories will be  check payments, credit memo invoices  etc. In our case we have selected check payments category to assign sequence

Ledger  : Select Ledger  for which you want to assign sequence , if you have multiple ledgers then assign to each ledger separately.

Method : This method is for category document being generated
• Null: This is selected by default. If the category is generated both manually and automatically.
• Automatic: The document is generated automatically. If you will select this option then manual document will not have document assignment and the system will give error.
• Manual : The document is generated manually.
Start Date : Start date of assignment
End Date : End date of assignment

Sequence : Name of Sequence you want to assign  , in our case AP_APR_14

Now You See its effect on respective application

Thanks
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