Auto-Generated Numbering Settings

Refer to the following auto-generated numbering settings when setting up auto-generated numbers for your company at Setup > Company > Auto-Generated Numbers. For more information, see Set Auto-Generated Numbers

For each record type, set the following preferences for auto-generated numbering.

• Enable – Check to apply auto-generated settings to this record type.

• Within Parent Group – Check to attach the subrecord number to the parent record number.

• Type – Shows the type of record you are configuring.

• Prefix – Enter any letters or numbers you want to show before every record number of this type.

• Suffix – Enter any letters or numbers you want to show after every record number of that type.

  Note:

  You shouldn't use prefixes or suffixes that contain only numbers. Also, use a separator, such as a dash (-) or underscore (_), at the end of prefixes or beginning of suffixes.

• Minimum Digits – Enter the minimum number of digits for your auto-generated numbers, from 0-20. For example, if you enter 4, your first record is 0001.

• Initial Number – Enter the number you want for your first record. Changing the initial number for an entity, CRM, or schedule record type sets the next number in the series of auto-generated numbered records. It doesn't change the numbering scheme.

  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.

• Current Number – Shows the latest number in the sequence for this record.

• Allow Override – Check this box to enter your own name or number on records.

  The following document number types cannot be overwritten.

  • Bill (Vendor Bill), Externally referenced

  • Bill Credit (Vendor Credit), Externally referenced

  • Bill Payment (Vendor Payment), Account-based

  • Check, Account-based

  • Credit Card Charge (Customer Credit Card), Externally referenced

  • Credit Card Refund (CCard Refund), Externally referenced

  • Customer Refund, Account-based

  • Paycheck, Account-based

  • Payroll Liability Check, Account-based

  • Sales Tax Payment (Tax Payment), Account-based

  • Tax Liability Cheque (Tax Liability), Account-based

• Update – Check this box to assign a number to all existing records of that type, starting with the next available number or the one you enter in the Initial Number column, whichever is higher.

  When your existing records are numbered, the old name moves to the Company Name field. If the Company Name field is already filled, the old name shows next to the new number.

  Warning:

  Updating document numbers irreversibly changes all document numbers on historical transactions.

  Important:

  The Update column is used to auto-generate numbers for records that haven't been numbered yet. If you change the initial number for a record type and check Update, the new number is assigned to the next record you create but existing records aren't renumbered.

  Note:

  On existing employee records that are numbered, the old name moves to the First Name, Middle Initial, and Last Name fields.

  Note:

  On document and transaction type numbers, the Update box is disabled if you've checked the Use Location or Use Subsidiary box.

General Notices