Set Auto-Generated Numbers

The Set Up Auto-Generated Numbers page lets users with the Administrator role choose which record types that are automatically numbered as they're created. On this page you can also add prefixes and suffixes to auto-generated numbers. Prefixes and suffixes help you determine a record, transaction, or document’s type and how old it is.

For example, you may enable auto-generated numbering for customer records and add the prefix CUST. Every time you add a new customer, the record number goes up by one. When you look at your customer list, you can quickly see that CUST0025 is newer than CUST0004.

When you set up auto-generated numbers for a record type, the number replaces the name in the Company Name field. You can't switch record numbers back to names after you turn on auto-generated numbering and update the records.

Note:

Auto-generated numbers are always enabled for transaction and document types.

Important:

Internal IDs help with parallel processing, so the internal ID of a new record can be much higher than the second highest number.

Internal IDs don't indicate when a record was created even though they're assigned in order.

Note:

To work with auto-generated numbers, you need a View level of the Auto-Generated Numbers permission.

Related Support Topics

Related Topics

General Notices