1. Account Administration
  2. Account Setup
  3. NetSuite Company Settings
  4. Set Auto-Generated Numbers
  5. Advanced Numbering

Advanced Numbering

The Advanced Numbering feature lets you set up flexible document and transaction numbering to match the requirements of the countries you do business in. With this feature, you can create multiple complex numbering sequences for each transaction type, fiscal year, and other criteria. Advanced Numbering automatically updates your document or transaction number sequence, for example, when a new fiscal year begins, or you create different types of transactions.

The generated numbers use prefixes and suffixes that you set in each rule. You can also set which advanced numbering rules run first in different situations. NetSuite generates the number when you save the transaction.

Advanced Numbering supports the following transaction types:

Document Number Only

Transaction Number Only

  • Cash refund

  • Cash sale

  • Credit memo

  • Currency revaluation

  • Custom transactions

  • Customer deposit

  • Deposit

  • Deposit application

  • Estimate

  • Expense report

  • Invoice

  • Item fulfillment

  • Item receipt

  • Journal

  • Opportunity

  • Payment

  • Purchase order

  • Return authorization

  • Sales order

  • System journal

  • Bill

  • Bill credit

  • Credit card

  • Credit card refund

  • Custom transactions

Definitions

Advanced Numbering uses two parts to generate numbers: a rule set and rules.

  • Advanced numbering rule set – A collection of advanced numbering rules for one transaction type. Every rule set has at least one rule, and you can set the order that they run in. Each rule set has of Default rule that assigns the number if no other rule applies. You can't edit or delete this rule.

  • Advanced numbering rule – This defines a numbering scheme. You can use fiscal year expressions that match your company's fiscal year setup at Setup > Accounting > Manage G/L > Manage Accounting Periods, and other expressions that use only the transaction date.

    Each rule has the following attributes:

    • Numbering format (prefixes, suffixes, and minimum digits)

    • Automated sequences by segment – A rule can use any combination of fiscal year, location, or subsidiary, and NetSuite will generate a unique number for every combination you select. For example:

      • If you select fiscal year, NetSuite will generate a unique numbering sequence for every fiscal year (1 sequence for each fiscal year).

      • If you select fiscal year and subsidiary, NetSuite will generate a unique sequence for each subsidiary every fiscal year.

    • Application criteria, including date range, country, and more. For example, you can apply a numbering rule to transactions in a certain date range, whether they're posting or not, or they're in a certain posting period.

      Important:

      If you use a custom field was 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.

For examples of advanced numbering rules, see Advanced Numbering Examples.

Related Topics

General Notices