1. Account Administration
  2. Account Setup
  3. NetSuite Company Settings
  4. Set Auto-Generated Numbers
  5. Advanced Numbering
  6. Advanced Numbering Examples
  7. Invoice Advanced Numbering Rules Example

Invoice Advanced Numbering Rules Example

You want to create two invoice advanced numbering rules. For Rule A, customer invoices use the format INV-year-number, starting from January 1, 2021, and only for a Canadian subsidiary. For Rule B, customer invoices use the format INV-year-number-subsidiary, starting from January 1, 2021, for all non-Canadian subsidiaries.

Creating Invoice Advanced Numbering Rule A

For Rule A, you want each customer invoice to use the format INV-year-number, starting from January 1, 2021, and only for a Canadian subsidiary. Numbers should start at 1 and have at least 5 digits, with a new sequence starting each fiscal year. The first invoice number should be INV-2021-00001.

To create invoice advanced numbering rule A:

  1. In the Prefix field, enter INV-${YYYY_START}-.

  2. On the Sequences by Segment subtab, select Fiscal Year.

  3. On the Criteria subtab:

    1. Add the Date field and set it to is on or after 1/1/2021.

    2. Add the Subsidiary field and set it to is CAN subsid.

Creating Invoice Advanced Numbering Rule B

For Rule B, you want each customer invoice to use the format INV-year-number-subsidiary, starting from January 1, 2021, for all non-Canadian subsidiaries. Numbers should start at 1 and have at least 5 digits. For example, the first for Singapore should be INV-2021-00001-SING, and for Philippines, INV-2021-00001-PHIL.

To create invoice advanced numbering rule B:

  1. In the Prefix field, enter INV-${YYYY_START}-.

  2. In the Suffix field, enter -${subsidiary}.

  3. On the Sequences by Segment subtab, add Fiscal Year and Subsidiary.

  4. On the Criteria subtab:

    1. Add the Date field and set it to is on or after 1/1/2021.

    2. Add the Subsidiary field and set it to is not CAN subsid.

Now you have three invoice numbering rules, including the Invoice Standard Rule.

When you set the rule order, set Rule B first, Rule A second, and the Invoice Standard rule last. NetSuite checks if the transaction date is on or after 1/1/2021 and if the subsidiary is not Canadian, and if this criteria is met, it uses Rule B. If the transaction does not meet this criteria, NetSuite checks if the transaction date is on or after 1/1/2021 and the subsidiary is Canadian, and if this criteria is met, it uses Rule A. If neither of the first two rules match, NetSuite uses the Invoice Standard Rule.

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