Creating Advanced Numbering Rules by Transaction Type

Advanced numbering sequences combine a rule set and its rules. You can add as many rules as you need for any standard or custom transaction type. You create an advanced numbering rule in three steps:

  1. Enter the number format, including prefix and suffix, for 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) for the sequence. Advanced Numbering creates a unique sequence for each combination 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 to limit Advanced Numbering to the following:

    • Transactions that happen after you enabled the feature

    • Transactions that happen after the date you want to start using 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