How to set advanced numbering rules in NetSuite

Configuring advanced numbering rules in NetSuite allows users to customize and enhance the sequencing of document numbers for various transaction types.

To set Advanced Numbering Rules:

  • Navigate to Setup > Company > Auto-Generated Numbers (Administrator).
  • Click the Document Numbers subtab.
  • Check the Advanced Numbering box next to each transaction type for which you want advanced numbering sequences.
  • Click Save.

NetSuite will subsequently present a Setup link alongside each chosen transaction type, initiating the creation of a rule set tailored for these transactions. It also migrates your existing numbering settings for each transaction type you selected to the standard rule in the rule set.

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