Setup Example

In this example, you’ll get to know how to set up the localization document numbering to comply with the required format by adding a prefix and setting the minimum digits for the sequence number to the Receivables transaction number.

Assumptions

Here are the assumptions:

• Receivables transaction number format is ABCD-00001
• Transaction type created for Invoices is Invoice_CO
• Regional Localization has been enabled for Colombia
• Enable Document Numbering for Colombia under Localization System Options has been enabled

Setup Details

Follow these steps:

1. To create the required format for the Receivables transaction number, perform these steps:
2. Create a standalone document sequence category to be assigned to the Receivables document sequence name that you will use in the localization document numbering setup.
3. Create the document sequence that you will use in the Create Document Numbering spreadsheet and assign it to the standalone document sequence category you created.
4. Download the Create Document Numbering spreadsheet for Colombia.
5. Using the Create Document Numbering spreadsheet, assign the Receivables document sequence to the relevant transaction type. Enter the prefix and minimum digits based on the required format. Enter the start date and click Upload to save the changes.
6. Receivables Transaction Number Example
7. After the setup is completed, you can create your Receivables transaction using the transaction type that was used in the localization document numbering setup. The formatted Receivables transaction number is displayed in the transaction number field after the transaction status is Completed.