Requirement: We have a client that wants its JE numbering (document number) to follow yearly sequence (ie. after 31/12/2023 the last’s journal entry number is JE2023-999, on 01/01/2024 the journal entry document number will be JE2024-1). To do that we have to set up Advance Numbering Rules. To do so though we need to fix… Continue reading Auto-Generate Numbering functionality
Tag: auto generated numbers
Duplicate Auto Generated Numbers when ‘Allow Override’ box Checked
There are duplicates of transaction numbers when the company allows overriding the auto-generated transaction number on Auto-Generated Numbers page. Duplicate Transaction Number happen when users creates a same transaction (e.g. Cash Sale), with the Duplicate Number Warnings user preference is set to No Warnings or Warn but the user had previously marked and saved the… Continue reading Duplicate Auto Generated Numbers when ‘Allow Override’ box Checked
Enabling Auto-Generated Numbers for Campaigns
If auto-generated numbers for campaigns are enabled, a campaign ID is automatically assigned when a campaign record is created. Auto-generated numbers should be enabled prior to creating keyword campaigns. In your keyword campaign, only enter the URL of the destination page in the URL field. When the record is saved, the campaign ID parameter is… Continue reading Enabling Auto-Generated Numbers for Campaigns
overwrite auto generated document number
Check ‘ALLOW OVERRIDE’ in set up auto-generated numbers Follow the navigation Setup -> company -> auto-generated numbers
To disable Auto-Generated Numbering in records
To disable the auto generated numbering in records, Go to Setup > Company > Auto-Generated Numbers. On the Entities, CRM, and Schedules subtabs, uncheck the Enable box for each record type you want to remove the auto generation of numbers. Click Save.
Resolving Search and Display Issues with NetSuite Customer IDs
NetSuite’s flexibility in customizing customer IDs can sometimes lead to challenges, especially when auto-generated numbers and override permissions come into play. This article addresses an issue where updated sequences render some existing customer records unsearchable, impacting global and transaction search functionalities. The solution involves correcting the Customer ID format and ensuring seamless accessibility. When auto-generated… Continue reading Resolving Search and Display Issues with NetSuite Customer IDs
Update Auto-Generated Numbers
A user wants to update the auto-generated numbers for case records for the first time Solution Go to Setup > Company > Auto-Generated Numbers Enter desired prefix, suffix minimum digits and initial number. Tick on the box for ENABLE and UPDATE Click Save Reference for Updating Existing Records UPDATE FUNCTION – being used to only update records that were never auto-numbered before, i.e. records created while… Continue reading Update Auto-Generated Numbers
Set Auto-Generated Numbers
This article briefs about the auto generated numbering set up in NetSuite