How to Change Posting Number Series in Business Central: Configuration and Customization Guide

In many businesses, especially those involved in international trade, it’s common to handle both import and export transactions. To keep records clean and compliant, companies often want to assign separate posting number series for exports and imports in Microsoft Dynamics 365 Business Central.

In this guide, we’ll walk you through how to configure and automate posting number series selection based on the sales order type Export or Import helping your business maintain accurate and organized documentation.

Business Scenario:

A customer requires that:

When a Sales Order is created for EXPORT, a specific Export Posting No. Series should be applied.

When a Sales Order is created for IMPORT, a different Import Posting No. Series should be used.

This allows for easy tracking, filtering, and compliance with customs or internal auditing processes.

Steps to achieve goal

Step 1: Create Two Posting Number Series
Go to “Number Series”.

Create two new series:

SO-EXP-2025 → for Export

SO-IMP-2025 → for Import

Set appropriate starting numbers, prefixes, and increment-by values. And then create another No series for Sales Order relationship S-ORD-R add above no series in relationship in Sales & receivable setup add the new S-ORD-R

Step 2: Create a field add field in page extension and table extension of No series Line.

Step 3: Add Logic in the Sales Order Page Extension
In your Sales Order page extension, implement logic to check if the selected No. Series is tagged as “Export”. If so, automatically assign the corresponding value from the “Posted No. Series Code” to the “Posting No. Series” field on the Sales Order.

This ensures that when an Export-related number series is used, the correct posting series is set without manual intervention.

To conclude, setting different posting number series based on whether a Sales Order is for Export or Import is a simple yet powerful customization in Business Central. With a small extension or logic-based workflow, you can automate this process to enhance control and compliance.

We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com.