Advanced Numbering Examples

See the following use cases for Advanced Numbering:

Use Case One
Use Case Two

Use Case One

You want to create two invoice advanced numbering rules. For the first, Rule A, you want to generate a sequence for each customer invoice as INV-year-number, applicable from January 1, 2021, and only for a Canadian subsidiary. Numbers should start with 1 and have a minimum of 5 digits. A new sequence should start with each fiscal year. The number for the first invoice should be INV-2021-00001.

To create invoice advanced numbering rule A:

In the Prefix field, type INV-${YYYY_START}-.
In the Sequences by Segment subtab, select Fiscal Year.
In the Criteria subtab:
1. Add the Date field and set its value to is on or after 1/1/2021.
2. Add the Subsidiary field and set its value to is CAN subsid.

For the second rule, Rule B, you want to generate a sequence for each customer invoice as INV-year-number-subsidiary, applicable from January 1, 2021, for all non-Canadian subsidiaries. Numbers should start with 1 and have a minimum of 5 digits. For example, the number for the first invoices of Singapore and Philippines subsidiaries should be INV-2021-00001-SING and INV-2021-00001-PHIL.

To create a invoice advanced numbering rule B:

In the Prefix field, type INV-${YYYY_START}-.
In the Suffix field, type -${subsidiary}.
In the Sequences by Segment subtab, add Fiscal Year and Subsidiary.
In the Criteria subtab:
1. Add the Date field and set its value to is on or after 1/1/2021.
2. Add the Subsidiary field and set its value to is not CAN subsid.

You now have three invoice numbering rules, including the Invoice Standard Rule.

When you prioritize the rules, you move Rule B to the highest priority, Rule A to second priority, and the Invoice Standard rule to the lowest priority. When NetSuite applies numbers to an invoice, it determines if the transaction date is on or after 1/1/2021 and the subsidiary is not Canadian, and if this criteria is met, it numbers the transaction using Rule B. If the transaction does not meet this criteria, NetSuite determines if the transaction date is on or after 1/1/2021 and the subsidiary is Canadian, and if this criteria is met, it numbers the transaction using Rule A. If neither of the first two rules’ criteria is met, NetSuite numbers the transaction using the Invoice Standard Rule.

Use Case Two

You want to create two vendor bill advanced numbering rules. For the first, Rule A, you want to generate a sequence for each vendor bill as FYyear-BILL-number-location, applicable from January 1, 2021, only for an Australian subsidiary. Numbers should start with 1 and have a minimum of 5 digits. A new sequence should start with each fiscal year and each location. The number for the first vendor bill should be FY21-BILL-00001-AULOC1.

To create a vendor bill advanced numbering rule A:

In the Prefix field, type FY$(YY_START)-BILL-.
In the Suffix field, type -$(location).
In the Sequences by Segment subtab, add Fiscal Year and Location.
In the Criteria subtab:
1. Add the Date field and set its value to is on or after 1/1/2021.
2. Add the Subsidiary field and set its value to is Australia subsidiary.

For the second rule, Rule B, you want to generate a sequence for each vendor bill as year-AP-domestic-number, applicable from January 1, 2021, only for a Japanese subsidiary. Numbers should start with 1 and have a minimum of 5 digits. The number for the first vendor bill should be 21-AP-domestic-00001.

To create a vendor bill advanced numbering rule B:

In the Prefix field, type $(YY_START)-AP-domestic-.
In the Sequences by Segment subtab, add Fiscal Year.
In the Criteria subtab:
1. Add the Subsidiary field and set its value to is Japan subsidiary.
2. Add the Date field and set its value to is on or after 1/1/2021.

You now have three vendor bill numbering rules, including the Vendor Bill Standard Rule.

When you prioritize the rules, you move Rule B to the highest priority, Rule A to second priority, and the Vendor Bill Standard rule to the lowest priority. When NetSuite applies numbers to a vendor bill, it determines if the transaction date is on or after 1/1/2021 and the subsidiary is Japanese, and if this criteria is met, it numbers the transaction using Rule B. If the vendor bill does not meet this criteria, NetSuite determines if the transaction date is on or after 1/1/2021 and the subsidiary is Australian, and if this criteria is met, it numbers the transaction using Rule A. If neither of the first two rules’ criteria is met, NetSuite numbers the vendor bill using the Vendor Bill Standard Rule.