Next Numbers to Assign shows (and lets you adjust) the next automatic number TBA will assign for each numbered record type — Client, Sales/Service Order, Invoice, Quote, Purchase Order, Vendor Bill, Vendor, Item, Inventory Lot, Personnel, and Fixed Asset.

When to Change This #

Normally you’ll never need to touch this — numbers advance on their own as records are created. It’s useful when migrating from another system and you want new records to continue a numbering sequence, or after a manual data fix that inserted records directly and left the counter behind.

The Page #

Each row has a Name, a Next Number you can edit, and a Description. Change a number and click Save Changes. The numbers are:

• Client — the next client account number.
• Svc/Sales Order — the next order number.
• Invoice — the next invoice number.
• Quote — the next quote number.
• Purchase Order — the next PO number.
• Vendor Bill — the next bill number.
• Vendor — the next vendor account number.
• Item — the next item number.
• Inventory Lot — the next inventory lot number.
• Personnel — the next personnel number.
• Fixed Asset — the next fixed asset number.

Be careful: setting a number that has already been used makes the next new record clash with an existing one. Only raise numbers, never lower them below what you’ve already issued.