Create Sequence Policy (POST)

Create a sequence policy to configure a unique, sequential number for posted invoices or credit memos.

A sequence policy ensures unique identification and systematic tracking of financial transactions, supporting regulatory compliance and preventing fraud. You can create a sequence policy for invoices or credit memos only.

Special Access Rules

You need the Billing Admin permission set to use this API.

Resource

1/connect/sequences/policy

Resource Example

1https://{yourInstance}.salesforce.com/services/data/v68.0/connect/sequences/policy

Available Version

65.0

HTTP Methods

POST

Request Body for POST

JSON Example

This example shows a sample request to create a sequence policy.

1{
2  "name": "Sample Sequence Policy",
3  "description": "This is a sample sequence policy.",
4  "effectiveFromDateTime": "2025-08-10",
5  "expirationDateTime": "2025-09-20",
6  "isActive": true,
7  "sequenceMode": "Basic",
8  "targetObject": "Invoice",
9  "dateStampFormat": "Yyyy",
10  "sequenceStartNumber": 1,
11  "incrementNumber": 1,
12  "maximumSequenceNumber": 1000,
13  "minimumSequenceNumberWidth": 2,
14  "filterCriteria": "Custom",
15  "selectionLogic": "selectionLogic",
16  "sequencePattern": "INV-{SequenceValue}-abc",
17  "selectionCondition": [
18    {
19      "filterField": "AppType",
20      "operator": "Equals",
21      "filterValue": "RLM",
22      "conditionNumber": 1
23    },
24    {
25      "filterField": "Status",
26      "operator": "Equals",
27      "filterValue": "Posted",
28      "conditionNumber": 2
29    },
30    {
31      "filterField": "LegalEntity",
32      "operator": "Equals",
33      "filterValue": "US",
34      "conditionNumber": 3
35    }
36  ]
37}

Properties

Name	Type	Description	Required or Optional	Available Version
`dateStampFormat`	String	Format of the stamp date that’s appended to the sequence number. You can’t edit this property by using the Update Sequence Policy API.	Required	65.0
`description`	String	Additional details about the sequence policy.	Optional	65.0
`effectiveFromDateTime`	String	Date and time when the policy becomes effective. The default value is the current date.	Required	65.0
`expirationDateTime`	String	Date and time when the policy expires.	Optional	65.0
`filterCriteria`	String	Criteria to filter the target objects.	Required	65.0
`incrementNumber`	Integer	Value by which the sequence number increases until it reaches the maximum number. This value must be greater than or equal to `1`. The default value is `1`. You can’t edit this property by using the Update Sequence Policy API.	Required	65.0
`isActive`	Boolean	Indicates whether the policy is active (`true`) or not (`false`). The default value is `false`.	Required	65.0
`maximumSequenceNumber`	Integer	Maximum number the sequence number can reach.	Optional	65.0
`minimumSequenceNumberWidth`	Integer	Minimum number of digits a sequence number must have. You can’t edit this property by using the Update Sequence Policy API.	Optional	65.0
`name`	String	Name of the sequence policy.	Required	65.0
`selectionCondition`	Selection Condition Input[]	Criteria to determine which sequence policy is applied to a record. This property includes conditions based on any standard or custom fields of the record.	Optional	65.0
`selectionLogic`	String	Logic that determines the objects that the sequence policy applies to.	Optional	65.0
`sequenceMode`	String	Specifies how sequence numbers are generated. Valid values are `Basic`—Assigns sequential numbers without gap reconciliation; or `Gapless`—Assigns sequential numbers with gap reconciliation. The usage of this value ensures that the posted invoices or credit memos don’t have any numbering gaps for audits and compliance. You can’t edit this property by using the Update Sequence Policy API.	Required	65.0
`sequencePattern`	String	Pattern structure that’s followed for the sequence.	Required	65.0
`sequenceStartNumber`	Integer	Starting value of the sequence number, which must be greater than or equal to `0`. The default value is `1`. You can’t edit this property by using the Update Sequence Policy API.	Required	65.0
`targetObject`	String	Object that the policy is applied to. Valid values are `Invoice`; or `CreditMemo`—Available in API version 66.0 and later. You can’t edit this property by using the Update Sequence Policy API.	Required	65.0
`timeZone`	String	Time zone that’s applicable for the sequence policy.	Optional	65.0

Response Body for POST

Sequence Policy