We can set up regular document and transaction numbering on the Set Up Auto-Generated Numbers page, which you can access by navigating to Setup > Company > Auto-Generated Numbers. On this page, you can set basic numbering preferences for record categories like your entities, documents, and transactions. The options you have vary based on the record category, but most of these would allow you to set a prefix or suffix, to provide the minimum amount of digits, and to set the initial number.
For setting up advanced numbering is to enable the Advanced Numbering feature. You will need to turn on advanced numbering for documents and transactions. For documents, navigate to Setup > Company > Auto-Generated Numbers, and choose the Document Numbers subtab. In the column immediately to the right of each document type name, you’ll see the Advanced Numbering column. Any document types that are eligible for Advanced Numbering will have checkbox in this column. You will simply need to select the types that you want to use Advanced Numbering on, and then save the page.
To select record types for Advanced Numbering on transactions, first you will need to ensure that the Transaction Numbers subtab is available on the Set Up Auto-Generated Numbers page. To enable this subtab, go to General Preferences (Setup > Company > Preferences > General Preferences) and select the checkbox Show Transaction Numbering Setup. After saving this page, navigate back to the Set Up Auto-Generated Numbers page and choose the Transaction Numbers subtab. As with the Document Numbers subtab, here you will select the checkbox next to any eligible transaction types that you wish to use advanced numbering on.
To add an advanced numbering rule, select the New Rule button. This will take you to the Advanced Numbering Rule page. On this page, you will name your new rule. Then, under the Numbering Format field group, you can set the prefix, suffix, minimum number of digits, and initial number. As you make selections in this field group, you’ll be able to see how your numbering system will appear in the Number Preview field to the far right.