Setting Up Auto-Generated Invoice Summary Numbers

An administrator can define the auto-generated numbering for invoice summaries . On the Auto-Generated Numbers page, an administrator can set up the numbering of the invoice summary custom transaction type either by subsidiary or by location.

Note:

The auto-generated numbering setup applies only to invoice summaries generated using version 2.00.0 or later versions of the Japan Localization SuiteApp. Auto-generated numbers will not affect invoice summaries that were created prior to version 2.00.0 of the Japan Localization SuiteApp.

To set up auto-generated numbers for the invoice summary transaction type:

Go to Setup > Company > Auto-Generated Numbers (Administrator).
Click the Document Numbers subtab.
Enter values in the columns for the Invoice Summary type. See the following table for a description of each column.
Click Save.

Column	Default Value	Note
Prefix	Blank	Prefix is optional.
Suffix	Blank	Suffix is optional.
Minimum Digits	Blank	Enter the lowest number of digits you want in your auto-generated numbering code. Valid values range from 0–20. For example, if you enter 4, an automatically generated number of 1 would become 0001.
Initial Number	Blank	The initial number does not apply to sequences associated with subsidiary or location. If you do not enter a value in the Initial Number field, the system starts the sequence at 1. If you want to continue the numbering sequence of the invoice summaries that were created prior to version 2.00.0 of the Japan Localization Suiteapp, enter the initial number that you want to use. The initial value cannot be set to a number lower than the current number.
Use Subsidiary	Disabled	This column appears only in OneWorld accounts. Note: If you choose to auto-number by subsidiary, you cannot auto-number by location. To use subsidiary-specific numbering, check the Use Subsidiary box. On each Subsidiary page, click the Document Numbers subtab, and specify the initial number that you want the subsidiary to use for the Invoice Summary transaction type. On the Set Up Auto-Generated Numbers page, the value in the transaction Prefix field serves as the subsidiary identifier in transaction numbers for all transaction types. If the transaction Prefix field does not include a value, the system ignores the subsidiary’s initial number. In these cases, the system numbers the instance as part of a sequence that is not subsidiary-specific.
Use Location	Disabled	This column appears only if the Locations feature is enabled. Note: If you choose to auto-number by subsidiary, you cannot auto-number by location. To use location-specific numbering, check the Use Location box. On each Location page, click the Document Numbers subtab, and specify the initial number that you want the location to use for the Invoice Summary transaction type. On the Set Up Auto-Generated Numbers page, the value in the transaction Prefix field serves as the location identifier in transaction numbers for all transaction types. If the transaction Prefix field does not include a value, the system ignores the location’s initial number. In these cases, the system numbers the instance as part of a sequence that is not location-specific.
Current Number	Blank	This field is auto-populated by the system. This read-only field shows the number of the most recently created transaction instance.
Allow Override	Disabled	The Allow Override preference enables you to edit the numbers on records that serve as the record name. To prevent duplicate transaction numbers, make sure that the Allow Override box is clear. Important: Enabling override may cause skipped numbers and duplicate numbers.
Update	Disabled	The Update column is used to auto-generate numbers for records that have not been previously numbered. If you change the initial number for a record type and then check the Update box, auto-generated numbering will assign the new number to the next record created but will not renumber existing records. You cannot check the Update box if you have checked the Locations box or the Subsidiaries box.

Column

Default Value

Note

Prefix

Blank

Prefix is optional.

Suffix

Blank

Suffix is optional.

Minimum Digits

Blank

Enter the lowest number of digits you want in your auto-generated numbering code. Valid values range from 0–20. For example, if you enter 4, an automatically generated number of 1 would become 0001.

Initial Number

Blank

The initial number does not apply to sequences associated with subsidiary or location. If you do not enter a value in the Initial Number field, the system starts the sequence at 1. If you want to continue the numbering sequence of the invoice summaries that were created prior to version 2.00.0 of the Japan Localization Suiteapp, enter the initial number that you want to use. The initial value cannot be set to a number lower than the current number.

Use Subsidiary

Disabled

This column appears only in OneWorld accounts.

Note:

If you choose to auto-number by subsidiary, you cannot auto-number by location.

To use subsidiary-specific numbering, check the Use Subsidiary box.

On each Subsidiary page, click the Document Numbers subtab, and specify the initial number that you want the subsidiary to use for the Invoice Summary transaction type.

On the Set Up Auto-Generated Numbers page, the value in the transaction Prefix field serves as the subsidiary identifier in transaction numbers for all transaction types. If the transaction Prefix field does not include a value, the system ignores the subsidiary’s initial number. In these cases, the system numbers the instance as part of a sequence that is not subsidiary-specific.

Use Location

Disabled

This column appears only if the Locations feature is enabled.

Note:

If you choose to auto-number by subsidiary, you cannot auto-number by location.

To use location-specific numbering, check the Use Location box.

On each Location page, click the Document Numbers subtab, and specify the initial number that you want the location to use for the Invoice Summary transaction type.

On the Set Up Auto-Generated Numbers page, the value in the transaction Prefix field serves as the location identifier in transaction numbers for all transaction types. If the transaction Prefix field does not include a value, the system ignores the location’s initial number. In these cases, the system numbers the instance as part of a sequence that is not location-specific.

Current Number

Blank

This field is auto-populated by the system. This read-only field shows the number of the most recently created transaction instance.

Allow Override

Disabled

The Allow Override preference enables you to edit the numbers on records that serve as the record name. To prevent duplicate transaction numbers, make sure that the Allow Override box is clear.

Important:

Enabling override may cause skipped numbers and duplicate numbers.

Update

Disabled

The Update column is used to auto-generate numbers for records that have not been previously numbered. If you change the initial number for a record type and then check the Update box, auto-generated numbering will assign the new number to the next record created but will not renumber existing records. You cannot check the Update box if you have checked the Locations box or the Subsidiaries box.

For more information about setting up and using auto-generated numbers, read the following topics:

To set up auto-generated numbers for the invoice summary transaction type:

Related Topics