To change the prefix of a document number in NetSuite for both future and existing records, you can follow this structured and safe process: Disable Advanced Numbering (if enabled) Navigate to: Setup > Company > Setup Tasks > Auto-Generated Numbers Uncheck the “Use Advanced Numbering” checkbox. Click Save. Enable “Allow Override” Still in the Auto-Generated… Continue reading Updating Document Number Prefixes: Historical and New Transactions
Tag: Document Numbering
Updated auto-generated numbers manually but the new record created does not have the required document number
Manually updated the autogenerated numbers of journals using ‘ALLOW OVERRIDE’ option but the next document number generated automatically is not the required one task reference: Surin-762 This can be overcome by checking the ‘Update Initial Number’ field and entering the required value as initial number. Then new journal entries will possibly be created with the… Continue reading Updated auto-generated numbers manually but the new record created does not have the required document number
Map reduce script to update document number of historical transactions.
To update document number of historical transactions, First, we need to check the “Allow Override” checkbox in the set up auto generated number page define([‘N/record’, ‘N/search’, ‘N/format’], function (record, search, format) { “use strict”; const TYPE_TRANSFER_ORDER = 48; const TYPE_INV_ADJUSTMENT =… Continue reading Map reduce script to update document number of historical transactions.
Document Numbering vs Transaction Numbering
Scenario: The company enabled auto-generated numbers on their transactions, and the Allow Override function is enabled since users sometimes need to input the document number based on our other system. How to ensure a gapless document numbering (e.g., to check for transaction deletions)? You cannot use the document number (field ID is tranid) as a… Continue reading Document Numbering vs Transaction Numbering
Enable document number editable/override
Navigate to “Set Up Auto-Generated Numbers“ And check the checkbox “Allow Override” under the “Document Numbers” tab to the corresponding record type you want
Auto-generation of Bill Numbering
Document Number typically acts as a reference number. For transactions like Journal Entries, we turn “auto-numbering” on, so NetSuite adds sequential numbering for easier referencing and auditing. In most cases, Document Numbers are unique. However, with “Allow Override”, we can create a record (intentionally or unintentionally) with a duplicate Document Number. “Transaction Number” also acts… Continue reading Auto-generation of Bill Numbering
Enabling Advanced Numbering Feature for Document Numbers
The Advanced Numbering feature allows the setup of flexible document and transaction numbering to align with the requirements of the countries where business is conducted. Multiple intricate numbering sequences can be established per transaction type, fiscal year, and other chosen criteria using this feature. To activate Advanced Numbering for document numbers, follow these steps: Navigate… Continue reading Enabling Advanced Numbering Feature for Document Numbers
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.… Continue reading Streamlining Document and Transaction Numbering