Selecting the Criteria

Selecting the criteria for your advanced numbering rule is the last step when you set up the rule, as described in Creating an Advanced Numbering Rule. In the Criteria subtab, select the fields NetSuite will use to determine when to number transactions. For example, you can apply a numbering rule to transactions in a certain date range, whether they're posting or not, or if they're in a specified posting period.

Tips for Selecting Criteria

You must have at least one criterion. You should use Date to limit Advanced Numbering to:

• Transactions that happen after you turned on the feature

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

Important:

If you use a custom field in a numbering rule, you can't change the field settings because any change will break the rule.

You also can't change the field ID.

Available Criteria

You can select any combination of the following fields to use as criteria for your advanced numbering rule:

• Subsidiary

• Posting Period

• Posting (Y/N)

• Memo

• Location

• Date

• Currency

• (Subsidiary) Country

• The following types of custom fields:

  • Checkbox

  • Currency

  • Date

  • Decimal Number

  • Email Address

  • Free-Form Text

  • Integer

  • List/Record

  • Rich Text

  • Text Area

Related Topics

• Creating Advanced Numbering Rules by Transaction Type
• Entering the Number Format
• Selecting the Sequences by Segment
• Creating an Advanced Numbering Rule

General Notices