The Advanced Numbering feature allows you to establish flexible document and transaction numbering that meets the requirements of the countries you operate in. You can create multiple complex numbering sequences for each transaction type, fiscal year, and other criteria. This feature automatically updates your numbering sequences, such as at the start of a new fiscal year or when different transaction types are created.
Advanced Numbering consists of two key components: rule sets and rules.
Rule Set: A collection of numbering rules for a specific transaction type, with at least one rule. Rules can be prioritized, and each set includes a Default rule that assigns numbers when no other rule applies. This Default rule cannot be edited or deleted.
Rule: Defines the numbering scheme using fiscal year expressions based on your company’s fiscal setup. Each rule includes attributes such as numbering format (prefixes, suffixes, minimum digits) and automated sequences by segment, allowing unique sequences for selected combinations (e.g., fiscal year and subsidiary).
Rules also have application criteria, like date range and country, to determine when they apply to transactions.