Creating an Advanced Numbering Rule
See the following detailed instructions to create an advanced numbering rule.
To create 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 you want to create the rule for.
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In the Advanced Numbering Rule Set, click New Rule.
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Type a name for the rule, using up to 32 characters.
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(Optional) Check the Inactive box if you want to create the rule as inactive.
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Enter the following in the Numbering section:
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Prefix
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Suffix
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Minimum Digits
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Initial Number
The Number Preview field displays what the next number will look like whenever you finish editing a Numbering Format field.
For more information, see Entering the Number Format.
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In the Sequences by Segment subtab, select the segment to create unique sequences for. You can create unique sequences for each fiscal year, location, subsidiary, or any combination of the three. NetSuite will create a unique numbering sequence for every combination.
For more information, see Selecting the Sequences by Segment.
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On the Criteria subtab, select the fields NetSuite will use to determine when to number transactions. For example, you can apply a numbering rule to transactions in a certain date range, whether they're posting or not, or if they're in a specified posting period. For more information, see Selecting the Criteria.
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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. Rules run in ascending numerical order. To change the order, click a rule and click Move Up, Move Down, Move To Top, or Move to Bottom. For each transaction, NetSuite uses the first rule in the rule set that matches all criteria.
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Click Save.