Streamlining Document and Transaction Numbering

Client Request:

“We require a more sophisticated system for document and transaction numbering that adapts to the requirements of the countries we do business in. It’s essential that we can create multiple complex numbering sequences per transaction type, fiscal year, and other criteria while using custom prefixes and suffixes to suit our unique business needs. Can you provide a solution for these requirements?”

Solution:

Feature: ADVANCED NUMBERING

NetSuite’s Advanced Numbering feature effectively addresses these needs. By utilizing this feature, you can establish flexible numbering sequences that align with the specific requirements of the countries in which you operate.

Additionally, the feature allows you to create multiple complex numbering sequences based on transaction type, fiscal year, and other criteria, ensuring that your numbering is precise and up-to-date.

Custom prefixes and suffixes can be configured within each rule to match your unique business needs.

The system can also prioritize rules to run under different circumstances, guaranteeing that the appropriate number is generated for each transaction. With this solution, you can streamline your document and transaction numbering, ensuring accuracy, compliance, and adaptability to international business requirements.

NetSuite’s Advanced Numbering feature allows organizations to:

  • Flexible Numbering Sequences: Businesses can establish flexible document and transaction numbering sequences that meet the unique requirements of the countries they operate in.
  • Complex Sequences: This feature enables the creation of multiple complex numbering sequences per transaction type, fiscal year, and other selected criteria, ensuring that numbering is precise and up-to-date.
  • Custom Prefixes and Suffixes: The generated numbers use prefixes and suffixes that can be configured within each rule, allowing for customized numbering formats.
  • Priority Rules: Advanced Numbering rules can be prioritized to run under different circumstances, ensuring that the system generates the appropriate number for each transaction.

Navigation:

To enable NetSuite’s Advanced Numbering feature, Go to

Setup -> Company -> Enable Features -> General tab -> Advanced Numbering

Streamlining Document and Transaction Numbering

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