Annual No. Series Creator -
Installation Instructions

This document will describe all the necessary information for the use of the Chamber of Commerce extension, created by Micro-Apps. This extension creates the possibility to check information against the database of the Dutch Chamber of Commerce. This app may therefore only be used to look up information of companies based in the Netherlands.

1. Installation:

The installation of the Annual No. Series app is available via the Microsoft Marketplace for Business Central extensions/apps. From here you can automatically install the extension and make it available within every company within your Business Central environment.

For the correct working of the app, make sure that the setting of the Micro Apps Base App is set for “allowing HttpClient Request”.

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2. Setup:

Before using the annual no. series creator, a the setup wizards need to be completed. This includes the creation of the no. series that will be used throughout the system. Start the wizard by opening the Annual No. Series Creator Wizard. The first step is to register yourself and to activate the trial or subscription.

With the trial, you can use the app two weeks free of charge. After the trial period, you need to activate the subscription.

Make sure both fields are checked (like the example in the picture at the right)

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Using the toggle ‘Create at new fiscal year’ let you decide whether the new no. series lines need to be automatically created when a new fiscal year is created.

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No. series setup:

To correctly use the annual no. series creator the no. series needs to be created. Click on the No. Series button and use the following setup <ABC><YEAR><NO.>, this should result in the following example no. series PSI2000001.

Furthermore the option ‘Create at new fiscal year’ needs to be enabled to enable the Annual no. series creator to automatically create a new no. series line

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3. How to use the application?

Create No. Series Automatically

When the toggle ‘Create at new fiscal year’ is enabled, the app automatically creates a new no. series line when a new fiscal year is created. To create a new fiscal year, Click on the accounting periods button and go to navigate → Accounting periods. On the account period page go to Process → Create Year… for creating a new fiscal year.

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Next choose an desired starting date of the new fiscal year, this is normally the first of January, followed by the number of periods and the period length, these should be set to 12 and 1M (one month). By clicking OK the new fiscal year should be created and the corresponding no. series lines will be created.

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All set-up and ready to use the Annual No. Series Creator app!

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