To set up auto generated numbers for invoice, we need to enable Advanced Numbering feature.To enable the Advanced Numbering feature:
Go to Setup > Company > Setup Tasks > Enable Features.
In the Company subtab, scroll to the ERP General subsection and check the Advanced Numbering box.
Click Save.
We need to enable Advanced Numbering for document numbers.
To enable it,
Go to Setup > Company > Setup Tasks > Auto-Generated Numbers.
Click the Document Numbers subtab.
Check the Advanced Numbering box next to each transaction type for which you want advanced numbering sequences.
Click Save.
After saving a setup link will displays next to the selected transaction, which is invoice.
click on the setup link. This will be redirected to Advanced Numbering Rule set.
Advanced numbering sequences are a combination of an advanced numbering rule set and its associated rules. We can add as many rules for a selected standard and custom transaction type.
We can create an advanced numbering rule using a three-step workflow:
Enter the number format, including the prefix and suffix, to use in your numbering sequence.
Use the Sequences by Segment subtab to select a segment (fiscal year, subsidiary, or location) on which to apply the sequence. Advanced Numbering creates a unique sequence for each combination of segments that select.
Use the Criteria subtab to set when to apply the sequence. we must have at least one criterion. we can use Date as a criterion to limit Advanced Numbering to the following:
Transactions which occur after the feature was enabled.
Transactions which occur after the date you want to start numbering transactions with Advanced Numbering.
Here we have Currency -Indian rupee and category Foreign/Domestic
We created Two rules for Currency Indian Rupee and Category Foreign and Domestic.
It is assumed that category will be a custom field.
Rule1 : Indian Rupee – Category Foreign
Give a name for the rule
Set prefix → #F${DD}${MM}${YYYY}
Set MINIMUM DIGITS → 4
Set INITIAL NUMBER → 1
In the criteria sub tab add the criteria,
field → Currency, Value → INDIAN RUPEE
field → Category (Custom Body) , Value → Foreign
Rule2 : Indian Rupee – Category Domestic
Give a name for the rule.
Set prefix → #D${DD}${MM}${YYYY}
Set MINIMUM DIGITS → 4
Set INITIAL NUMBER → 1
In the criteria sub tab add the criteria,
field → Currency, Value → INDIAN RUPEE
field → Category (Custom Body) , Value → Domestic