All document numbers will be sequentially numbered, utilizing a smart numbering where Chartfield strings will group associated documents. This feature will give users the ability to search documents at a detailed level.


Department policy will dictate where document numbers start and how they are selected. Typically in PeopleSoft, they are sequential, but department policy my favor another method. The system assigns a document sequence number when you save an entered item.


Document Number Change

After you save an item, you enter a reason for the deletion for the audit trail.        


If you change the accounting date or document type after the system assigns a document sequence number, you may need to assign a new number depending on local laws and regulations. If you assign a new number or change a manually entered number, the system deletes the original number and records the change for the audit trail. It also validates the new number based on the setup options.


If you delete a document sequence number, you must specify a reason for the audit trail. If you try to delete the whole group and more than one item in the group has a document sequence number, the system displays an error message asking you to delete each item one by one. You then must delete items row-by-row and enter the reason for the deletion. If only one item is in the group, you can delete the whole group and the system prompts you to enter the reason for the deletion.