Entering the Number Format
Advanced Numbering enables you to use expressions in your numbering rules to add fiscal year, subsidiary, location, and transaction date information to your transaction and document numbers. Some of these expressions are tied to the segment you select in the Sequences by Segment tab, and must be used in a prefix or suffix if you want new sequences for each of these segments. For more information, see Selecting the Sequences by Segment.
If you use Fiscal Year as a segment in your numbering and want to create a new sequence for each fiscal year, you must add one of the following fiscal year expressions in the prefix or suffix. Advanced numbering checks transaction dates against these expressions to determine which fiscal year to assign.
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${YYYY_START} or ${YY_START}: When your fiscal year is spread across two years, uses the four or two digit year from the first portion of the calendar year as the fiscal year. For example, if your fiscal year runs from July 2020 to June 2021, a transaction with a transaction date of September 16, 2020 would be numbered as occurring in FY 2020.
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${YYYY_END} or ${YY_END}: When your fiscal year is spread across two years, uses the four or two digit year from the second portion of the calendar year as the fiscal year. For example, if your fiscal year runs from July 2020 to June 2021, a transaction with a transaction date of September 16, 2020 would be numbered as occurring in FY 2021.
For more information, see Using Fiscal Year Expressions with Advanced Numbering Rules.
If you want to generate numbers based only on the transaction date with no relation to a fiscal or calendar year, use the following expressions:
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${YYYY} or ${YY}: Inserts the four digit or two digit year from the transaction date
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${MM}: Inserts the numerical month from the transaction date
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${DD}: Inserts the numerical day from the transaction date
If you use location or subsidiary to sequence by segment, you must include an expression for location or subsidiary in the numbering rule prefix or suffix:
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${location}: Inserts a location prefix from a Location record
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${subsidiary}: Inserts a subsidiary prefix from a Subsidiary record
For the next Advanced Numbering workflow step, see Selecting the Sequences by Segment.