Records and Transactions Available for Auto-Numbering
The Transaction Numbering Audit Log tracks record, document type, and transaction type numbers.
Multi-Book Accounting doesn't affect 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
If you were using NetSuite before 2015.2, your settings from the old Transaction subtab were copied to the new Document Numbers subtab. You can update settings as needed on the Document Numbers subtab, or on the Transaction Numbers subtab, if it's visible. To show the Transaction Numbers subtab, go to Setup > Company > General Preferences, check Show Transaction Numbering Setup, and save.
For new customers, document type numbers aren't set up, except for the starting number, which is 1.
Some document types on the Document Numbers subtab may not be available if the related features aren't enabled in your account.
Auto-generated document numbers are external numbers such as a vendor bill number, or account based, such as a check number. You can also use type-based document numbers, appear as custom columns in searches and lists.
For more information, see Auto-Generated Document Numbers.
For external numbering sequences such as vendor bill, each vendor has a unique document number, so the same document number can be assigned to more than one vendor. NetSuite won't let a vendor have duplicated document numbers on the same transaction type. This applies to all four external transaction types whether they were entered in the UI 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 permanently changes all document numbers on historical transactions.
You can place letters before 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 aren't enabled in your account.
Auto-generated transaction numbers are internal, gapless, and can't be changed. They're generated for each standard and custom transaction type when you save the record.
For more information, see Auto-Generated Transaction Numbers.
In the old Transactions subtab, you could overwrite the internal number of transactions if the Allow Override box was checked for the transaction type. That could cause duplicate internal numbering in these historical transactions. In the new Transaction Numbers subtab, you can't overwrite transaction numbers, only document numbers. NetSuite doesn't renumber historical internal transaction numbers.
If the Use Deletion Reason feature is enabled in your account, users must provide a reason when deleting transaction type records. For more information, see Recording a Reason for Deleting a Transaction.
You can place letters before or after the numbers of the following transaction types:
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Assembly Build |
Assembly Unbuild |
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Bill (Vendor Bill) |
Bill Credit (Vendor Credit) |
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Bill Payment (Vendor Payment) |
Bin Putaway Worksheet |
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Bin Transfer |
Blanket Purchase Order |
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CCard Refund (Credit Card Refund) |
Cash Refund |
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Cash Sale |
Check |
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Commission |
Credit Card (Customer Credit Card Charge) |
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Credit Memo |
Currency Revaluation |
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Custom |
Customer Deposit |
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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 |
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Journal |
Opportunity |
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Paycheck |
Paycheck Journal |
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Payment (Customer) |
Payroll Adjustment (Year-to-Date) |
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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 display an additional read-only, auto-generated number in the Transaction Number field. You'll see this additional number on Check transactions, where the numbering sequence depends on a particular account. You'll also see these numbers on transactions where the numbers are used for external reference, such as Vendor Bill.
Here are 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, but not on custom forms. You can customize a form to show this field if you want.
By default, transaction lists show only the Number field in searches and reports. If you plan to add the Transaction Number field, be aware that this value is different from the Number field for the account-based and externally referenced transaction types listed previously. For all other transaction types, the two values are the same.
If you copy an externally referenced transaction such as Vendor Bill, the reference number isn't copied to avoid duplicates.
You can't auto-generate numbers for journals if you set 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 |