Copying Advanced Numbering Rules

The following procedure describes how to copy an advanced numbering rule.

To copy an advanced numbering rule:

  1. Go to Setup > Company > Auto-Generated Numbers (Administrator) and click the Document Numbers or Transaction Numbers subtab.

  2. Click the Setup link next to the transaction type with the rule set that includes the rule you want to copy.

  3. On the Rules subtab, click the rule you want to copy.

  4. In the Actions menu, select Make Copy.

  5. Enter a new name for the rule.

  6. Update the prefix, suffix, minimum digits, initial number, Sequences by Segment, and Criteria as needed.

  7. Click Save.

  8. The Advanced Numbering Rules page displays a list of all rules in the rule set. Click Edit.

  9. Set the order of your rules in the rule set. Click a rule and click Move Up, Move Down, Move To Top, or Move to Bottom.

  10. Click Save.

Related Topics

General Notices