Creating Advanced Numbering Rules by Transaction Type

Advanced numbering sequences are a combination of an advanced numbering rule set and its associated rules. You can add as many rules for a selected standard and custom transaction type as you need. You create an advanced numbering rule using a three-step workflow:

  1. Enter the number format, including the prefix and suffix, to use in your numbering sequence. For more information, see Entering the Number Format.

  2. Use the Sequences by Segment subtab to select a segment (fiscal year, subsidiary, or location) on which to apply the sequence. Advanced Numbering creates a unique sequence for each combination of segments you select. For more information, see Selecting the Sequences by Segment.

  3. Use the Criteria subtab to set when to apply the sequence. You must have at least one criterion. You should use Date as a criterion to limit Advanced Numbering to the following:

    • Transactions which occur after the feature was enabled

    • Transactions which occur after the date you want to start numbering transactions with Advanced Numbering.

    For more information, see Selecting the Criteria.

For detailed instructions to create an advanced numbering rule, see Creating an Advanced Numbering Rule.

Related Topics

General Notices