Auto-Numbering for Document and Transaction Numbers
The following options are available when using auto-numbering for documents and transactions:
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Advanced Numbering – The Advanced Numbering feature lets you set up flexible document and transaction numbering to meet the requirements of the countries you do business in. With this feature, you can create multiple complex numbering sequences for each transaction type, fiscal year, and other criteria. Advanced Numbering automatically updates your document or transaction number sequence, for example, a new fiscal year begins, or you create different types of transactions. For more information, see Advanced Numbering.
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Update Initial Number – For document and transaction type numbers, users with the Administrator role can reset the initial number. Check the Update Initial Number box to edit the Initial Number field, then enter the new number.
Warning:Resetting the initial number may cause duplicate numbers in your account. Also, if you reset the initial document number while updating an existing transaction type, the document number on that transaction record isn't updated.
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Use Subsidiary – For document type numbers, check this box to use the document numbering prefix specified on the subsidiary record.
For transaction type numbers, check this box to use the transaction prefix specified on the subsidiary record.
Edit or create prefixes for each subsidiary at Setup > Company > Subsidiaries > New > List or Setup > Company > Subsidiaries > New.
Note:NetSuite uses the document or transaction prefix for numbering only if it's specified on the subsidiary record.
Note:The Use Subsidiary column appears only in NetSuite OneWorld accounts.
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Use Location – For document type numbers, check this box to use the document prefix specified on the location record. For transaction type numbers, check this box to use the transaction prefix specified on the location record.
Note:NetSuite uses the document or transaction prefix for numbering only if it's specified on the location record.