An ISD Document Series is the running counter that gives every ISD invoice and ISD credit note of an Input Service Distributor its serial number, which must be unique and consecutive for the financial year and at most 16 characters long (Rule 54(1)). There is one active series per financial year and document family. Distribute ISD Credit on a GSTR 6 return takes the next number from the matching series, writes prefix plus number into the distribution's Document Serial and Document Number, and moves the counter on. If the year has no active series for a family it needs, it creates one, named "ISD invoices 2026-27" or "ISD credit notes 2026-27" with the prefix ISD/2627/ or ISDCN/2627/ and starting at 1. Running Distribute ISD Credit again on the same return re-issues that return's earlier serials before drawing new numbers, so redistributing uses up nothing. The series is in no standard app and has no standard list view or form; an administrator who wants to see or pre-create series adds a view and layouts for it. Series are shared by every ISD GSTIN in the tenant.
Fields
| Field | Label | Type | Required | What it does |
|---|---|---|---|---|
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
FinancialYear | Financial Year | Text | Indian financial year (April to March) the counter belongs to, written like 2026-27. Distribute ISD Credit looks for an exact text match with the Financial Year of the return's GST fiscal period (or, when that is empty, the year worked out from the return's period). A series spelled any other way, for example 2026-2027 or FY26-27, is ignored and a new series is created instead. | |
Id | Id | Guid | Yes | |
IsActive | Is Active | Boolean | Only active series are used. If the year's active series for a family is switched off, the next Distribute ISD Credit creates a new default series that starts again at 1 and can repeat serials already used that year. If several active series match the same year and family, only one of them is used. | |
Label | Label | Text | Display label; xMatix sets it to the same text as Name on the series it creates. | |
LastSerialNumber | Last Serial Number | Number | The number most recently issued from this series. Distribute ISD Credit updates it every time it issues a new number; re-issued serials of a redistributed return do not change it. | |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | Yes | Name of the series. Series that xMatix creates are named "ISD invoices <year>" or "ISD credit notes <year>", for example ISD invoices 2026-27. |
NextSerialNumber | Next Serial Number | Number | The number the next new ISD document will get. When it is zero or empty, Last Serial Number plus 1 is used instead. Lowering it below a number already issued makes xMatix issue that serial again, which breaks Rule 54(1). | |
OwnerId | Owner | Lookup → UserAccount | Yes | |
Prefix | Prefix | Text | Text placed in front of the number, for example ISD/2627/. Prefix and number together are cut to 16 characters, the Rule 54(1) limit, so a long prefix truncates serials and can make two documents share one. Changing it on an active series applies to numbers issued from then on; serials already issued keep their old prefix. | |
RecordTypeId | Record Type | Guid, hidden | ||
SeriesType | Series Type | Text | Document family the counter numbers, typed exactly as ISDInvoice or ISDCreditNote (free text, no list). ISD invoices also number distributions of received debit notes; ISD credit notes number distributions of received credit notes. Any other value is never used. | |
SubscriptionKey | Subscription Key | Guid, hidden | Yes | |
UpdatedDateTime | Modified Date | DateAndTime | Yes |
Related entities
- UserAccount — looks up via
OwnerId - UserAccount — looks up via
ModifiedById - UserAccount — looks up via
CreatedById