Entering the Number Format
Advanced Numbering lets you 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 linked 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 segment. 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 use.
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${YYYY_START} or ${YY_START}: If your fiscal year covers two years, this uses the four- or two-digit year from the first part of the calendar year. For example, if your fiscal year is July 2020 to June 2021, a transaction dated September 16, 2020 would be in FY 2020.
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${YYYY_END} or ${YY_END}: If your fiscal year covers two years, this uses the four- or two-digit year from the second portion of the calendar year. For example, if your fiscal year is July 2020 to June 2021, a transaction dated of September 16, 2020 would be in FY 2021.
For more information, see Using Fiscal Year Expressions with Advanced Numbering Rules.
If you want to generate numbers based only on the transaction date with no connection to a fiscal or calendar year, use the following expressions:
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${YYYY} or ${YY}: Adds the four- digit or two-digit year from the transaction date
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${MM}: Adds the numerical month from the transaction date
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${DD}: Adds the numerical day from the transaction date
If you use location or subsidiary to sequence by segment, you must include an expression for location or subsidiary in the rule prefix or suffix:
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${location}: Adds a location prefix from a Location record
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${subsidiary}: Adds a subsidiary prefix from a Subsidiary record
For the next step in the Advanced Numbering workflow, see Selecting the Sequences by Segment.