The steps below are a summary of the steps to implement document sequencing. Refer to the Oracle E-Business Suite System Administrator Guide for details on each step.
Attention: Plan your document sequencing carefully. You cannot make changes to the important data in the Document Sequences and Document Categories windows after you save your work.
Plan every document category you will use (across all Oracle Applications), plan a sequence to assign to each document category, and decide if the sequence will be automatic or manual. Remember not to assign manual sequences to documents that the system creates automatically.
Log in as the System Administrator to perform the first four steps.
Enable the Sequential Numbering Option in the System Profile Values window. Set the value to either Partially Used or Always Used.
Optionally define Additional Document Categories in the Document Categories window. See: Document Categories Window, Oracle E-Business Suite System Administrator's Guide.
Define Document Sequences in the Document Sequences window. See: Defining a Document Sequence.
Attention: Do not use voucher numbers that exceed nine digits. If your voucher numbers exceed nine digits in Payables, then Payables cannot process your documents.
Assign Document Sequences to document categories in the Sequence Assignments window. See: Assigning a Document Sequence.
If you want to use custom document sequences, then in the Payables Options window, enable Document Category Override options in the Invoice region. You must enable this option for payments if you want to assign custom document categories to payment documents you define. See: Payables Options. You can change these options after you have set them.
Assign Default Document Category to Bank Account Payment Documents. See: Bank Account Model Overview, Oracle Cash Management User's Guide.