Advanced Numbering Examples

See the following use cases for Advanced Numbering:

Use Case One
Use Case Two

Use Case One

You want to create two invoice advanced numbering rules. 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:

In the Prefix field, enter INV-${YYYY_START}-.
On the Sequences by Segment subtab, select Fiscal Year.
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.

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:

In the Prefix field, enter INV-${YYYY_START}-.
In the Suffix field, enter -${subsidiary}.
On the Sequences by Segment subtab, add Fiscal Year and Subsidiary.
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.

Use Case Two

You want to create two vendor bill advanced numbering rules. For Rule A, you want each vendor bill to use the format FYyear-BILL-number-location, starting from January 1, 2021, only for an Australian subsidiary. Numbers should start at 1 and have at least 5 digits, with a new sequence for each fiscal year and location. The first vendor bill should be FY21-BILL-00001-AULOC1.

To create vendor bill advanced numbering rule A:

In the Prefix field, enter FY$(YY_START)-BILL-.
In the Suffix field, enter -$(location).
On the Sequences by Segment subtab, add Fiscal Year and Location.
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 Australia subsidiary.

For Rule B, you want each vendor bill to use the format year-AP-domestic-number, starting from January 1, 2021, only for a Japanese subsidiary. Numbers should start at 1 and have a minimum of 5 digits. The first vendor bill should be 21-AP-domestic-00001.

To create vendor bill advanced numbering rule B:

In the Prefix field, enter $(YY_START)-AP-domestic-.
On the Sequences by Segment subtab, add Fiscal Year.
On the Criteria subtab:
1. Add the Subsidiary field and set it to is Japan subsidiary.
2. Add the Date field and set it to is on or after 1/1/2021.

Now you have three vendor bill numbering rules, including the Vendor Bill Standard Rule.

When you set the rule order, set Rule B first, Rule A second, and the Vendor Bill Standard rule last. NetSuite checks if the transaction date is on or after 1/1/2021 and if the subsidiary is Japanese, 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 Australian, and if this criteria is met, it uses Rule A. If neither of the first two rules match, NetSuite uses the Vendor Bill Standard Rule.