Copying Advanced Numbering Rules
The following procedure describes how 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 that includes the rule you want to copy.
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On the Rules subtab, click the rule you want to copy.
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In the Actions menu, select Make Copy.
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Enter a new name for the rule.
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Update the prefix, suffix, minimum digits, initial number, Sequences by Segment, and Criteria as needed.
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Click Save.
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The Advanced Numbering Rules page displays a list of all rules in the rule set. Click Edit.
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Set the order of your rules in 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.