Records and Transactions Available for Auto-Numbering
All record, document type, and transaction type numbers are tracked in the Transaction Numbering Audit Log.
Multi-Book Accounting has no impact on transaction numbering.
See the following sections for more information:
Entities
On the Entities subtab, you can replace the names of the following record types with numbers:
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Customer |
Subcustomer |
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Project |
Employee |
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Partner |
Subpartner |
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Vendor |
— |
Document Numbers
For existing customers, configuration options specified on the Transactions subtab prior to 2015.2 were copied to the new Document Numbers subtab. You can reconfigure options on the Document Numbers subtab, as required. If the Transaction Numbers subtab is visible, you can configure options there, as required. To make the Transaction Numbers subtab visible, go to Setup > Company > General Preferences. Check the Show Transaction Numbering Setup box and then save your change.
For new customers, document type numbers are not configured, except for the beginning number, which is set to 1.
Some document types listed on the Document Numbers subtab may not be available if the related features are not enabled in your account.
Auto-generated numbers for document types are external numbers such as the number for a vendor bill, or account based numbers such as a check number. Document numbers can also be type based, which store a document number for type based transactions. Type based numbers are available as custom columns in searches and lists.
See Auto-Generated Document Numbers for my information.
For external numbering sequences such as vendor bill, the document number is unique for each vendor, which permits the same document number being assigned to more than one vendor. NetSuite prevents a vendor from having a duplicated document number on the same transaction type. This applies to all four external transaction types whether recorded through the user interface or through a CSV import: Bill (Vendor Bill), Bill Credit (Vendor Credit), Credit Card Charge (Customer Credit Card), and Credit Card Refund (CCard Refund).
Updating document numbers irreversibly modifies all of the document numbers on historical transactions.
You can place letters in front of or after the numbers of the following document types:
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Assembly Build |
Assembly Unbuild |
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Bin Putaway Worksheet |
Bin Transfer |
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Blanket Purchase Order |
Cash Refund |
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Cash Sale |
Commission |
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Credit Memo |
Currency Revaluation |
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Custom |
Customer Deposit |
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Deposit |
Deposit Application |
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Estimate |
Expense Report |
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Finance Charge
Note:
This numbering sequence is shared with Invoice. |
Inventory Adjustment |
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Inventory Cost Revaluation |
Inventory Count |
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Inventory Distribution |
Inventory Transfer |
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Inventory Worksheet |
Invoice
Note:
This numbering sequence is shared with Finance Charge. |
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Item Fulfillment |
Item Receipt |
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Journal |
Opportunity |
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Paycheck Journal |
Payment (Customer) |
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Payroll Adjustment (Year-to-Date) |
Purchase Contract |
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Purchase Order |
Request For Quote |
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Requisition |
Return Authorization |
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Revenue Commitment |
Revenue Commitment Reversal |
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Revenue Contract |
Sales Order |
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Statement Charge |
Store Pickup Fulfillment |
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Tegata Payable |
Tegata Receivable |
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Transfer |
Transfer Order |
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Vendor Request For Quote |
Vendor Return Authorization |
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Work Order |
Work Order Close |
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Work Order Completion |
Work Order Issue |
Transaction Numbers
Some transaction types listed on the Transaction Numbers subtab may not be available if the related features are not enabled in your account.
Auto-generated numbers for transaction records are internal, gapless numbers that cannot be overwritten and are generated when the record is saved. These internal numbers are generated for each standard and custom transaction type.
See Auto-Generated Transaction Numbers for more information.
In the former Transactions subtab, NetSuite permitted overwriting the internal number of transaction records where the Allow Override option was enabled for the transaction type. In these historical transactions, there may be duplicate internal numbering. In the new Transaction Numbers subtab, NetSuite prohibits overwriting transaction type numbering sequences, instead permitting the overwriting of document numbers. NetSuite does not renumber historical internal transaction numbers.
If the Use Deletion Reason feature is enabled in your account, users must provide a reason for deleting transaction type records. For more information about the feature, see Recording a Reason for Deleting a Transaction.
You can place letters in front of or after the numbers of the following transaction types:
|
Assembly Build |
Assembly Unbuild |
|
Bill (Vendor Bill) |
Bill Credit (Vendor Credit) |
|
Bill Payment (Vendor Payment) |
Bin Putaway Worksheet |
|
Bin Transfer |
Blanket Purchase Order |
|
CCard Refund (Credit Card Refund) |
Cash Refund |
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Cash Sale |
Check |
|
Commission |
Credit Card (Customer Credit Card Charge) |
|
Credit Memo |
Currency Revaluation |
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Custom |
Customer Deposit |
|
Customer Refund |
Deposit |
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Deposit Application |
Estimate |
|
Expense Report |
Finance Charge
Note:
This numbering sequence is shared with Invoice. |
|
Fixed Asset Accrual |
Inventory Adjustment |
|
Inventory Cost Revaluation |
Inventory Count |
|
Inventory Distribution |
Inventory Transfer |
|
Inventory Worksheet |
Invoice
Note:
This numbering sequence is shared with Finance Charge. |
|
Item Fulfillment |
Item Receipt |
|
Journal |
Opportunity |
|
Paycheck |
Paycheck Journal |
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Payment (Customer) |
Payroll Adjustment (Year-to-Date) |
|
Payroll Liability Check |
Purchase Contract |
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Purchase Order |
Request For Quote |
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Requisition |
Return Authorization |
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Revenue Commitment |
Revenue Commitment Reversal |
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Revenue Contract |
Sales Order |
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Sales Tax Payment (Tax Payment) |
Statement Charge |
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Store Pickup Fulfillment |
Tax Liability Cheque (Tax Liability) |
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Tegata Payable |
Tegata Receivable |
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Transfer |
Transfer Order |
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Vendor Request For Quote |
Vendor Return Authorization |
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Work Order |
Work Order Close |
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Work Order Completion |
Work Order Issue |
Account-based transaction types such as Check, where the numbering sequence is dependent upon a particular account, and transaction types where the numbers are used for external reference such as Vendor Bill, display an additional read-only, auto-generated number in the Transaction Number field.
The following list provides the transaction types where the numbering sequences are either account-based or externally referenced:
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Bill (Vendor Bill), Externally referenced
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Bill Credit (Vendor Credit), Externally referenced
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Bill Payment (Vendor Payment), Account-based
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Check, Account-based
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Credit Card Charge (Customer Credit Card), Externally referenced
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Credit Card Refund (CCard Refund), Externally referenced
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Customer Refund, Account-based
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Paycheck, Account-based
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Payroll Liability Check, Account-based
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Sales Tax Payment (Tax Payment), Account-based
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Tax Liability Cheque (Tax Liability), Account-based
The Transaction Number field is visible by default on standard NetSuite forms and not visible by default on customized forms. You can, however, customize a form to display this field.
By default, transaction lists display only the Number field in searches and reporting. If you plan to include the new Transaction Number field, be aware that this value is different from the value in the Number field for the account-based and externally referenced transaction types listed above. For all other transaction types, these two values will be the same.
If you copy an externally referenced transaction such as Vendor Bill, the reference number is not copied. This is to avoid duplicate numbers in the system.
You cannot auto-generate numbers for journals if you enable the Always Allow Per-line Classifications on Journals preference.
CRM
On the CRM subtab, you can replace the names of the following records with numbers:
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Campaign |
Issue |
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Solution |
Support Case |
Schedules
On the Schedules subtab, you can replace the names of the following records with numbers:
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Amortization Schedule |
Revenue Recognition Schedule |