Copying Advanced Numbering Rules
See the following instructions to copy an advanced numbering rule.
To copy an advanced numbering rule:
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Go to Setup > Company > Auto-Generated Numbers (Administrator) and click the Document Numbers or Transaction Numbers subtab.
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Click the Setup link next to the transaction type with the rule set containing the rule you want to copy.
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In the Rules subtab, click the name of the rule you want to copy.
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Select Make Copy in the Actions menu.
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Enter a new name for the advanced numbering rule.
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Make changes to the prefix, suffix, minimum digits, initial number, Sequences by Segment, and Criteria subtabs.
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Click Save.
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The Advanced Numbering Rules form appears, with a list of all rules within the rule set. Click Edit.
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Prioritize your rules within the rule set. Click a rule and click Move Up, Move Down, Move To Top, or Move to Bottom.
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Click Save.