Is it only the Account_Type that must match or must Account_number also match?
In otherwords, if the next new record has an account type of "assets" but an account number of 2000, what number should appear in the sub account number field? 1400 or 2100?
It is the Account_Type that matches.
The next new record for "Assets" would be 1400, Liability would be 2200, and so forth...
And what might happen if you get two records with the same sub account number but different types?
And will this be a database system where more than one user might be creating new records in this table at the same time? (A major concern is that method for producing these numbers can readily produce duplicates if two or more users create records at the same time. This is something fully avoidable if you use an auto-entered serial number system that only serves to uniquely identify the records and does not attempt to assign values in a particular series for different categories of records.
How many different account types are there? Is the list of account types fixed or a list that might be modified by a user with sufficient permissions to do that kind of admin work?
As always you bring up some very import issues. I was attempting to create a Chart of Accounts via an automatic system. However, after spending all day working to resolve this issue, I think I will enter the Account Numbers manually.
Thank you much for your assistance.
This should be something that you can automate, but if that works for you...
I would very much like to automate this, would it be a difficult process?
My original questions were headed in that direction. I was trying to nail down the "rules" controlling how the numbering needed to be done.
The qustions I asked earlier remain unanswered and that limits my ability to suggest specfics.
And an explanation as to why you need such a numbering system in the first place would be helpful as it may enable us to consider an option that basically discards this numbering system altogether--replacing it with something simpler and easier to work with.