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Add prefix for Customer Refund
How do I add a prefix for Customer Refund? I do not see this as an option in Setup | Company | Auto-Generated Numbers The Transaction Number is CUSTRFNDxxxx, which is not searchable in Global Search, but the Document number is only the number portion, xxxx. It is searchable in Global search, but returns several records…
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Audit Trail for Auto Generated Numbers
Hi Team, Is the audit trail for Auto Generated Numbers Still a limitation? I want to see who made changes to that page. Is there a workaround?
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New to NetSuite | Enabling Advanced Numbering in Auto-Generated Number Settings
The Advanced Numbering feature allows you to configure flexible document and transaction numbering to meet the regulatory and operational requirements of the countries where you conduct business. It supports the creation of multiple, complex numbering sequences based on transaction type, fiscal year, and other defined…
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New to NetSuite | Reset Journal Entry Document Number Sequence
Scenario: Two users entered journal entries at the same time, which caused a disruption in the journal entry number sequence. They would now like to reset the numbering to follow the original sequence. Solution: Important: Ensure that no one creates new journal entries until all the steps below are completed. I. Review…
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New to NetSuite | Changing Document Number Format of Journal Entry
NetSuite offers users a high degree of flexibility in managing their financial processes, and one helpful feature is the ability to customize the format of journal entry numbers. This can be done through the Auto-Generated Numbers page within the system. By accessing this feature, users can define specific numbering…
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New to NetSuite | "Allow Override" Checkbox is Greyed Out in Auto-Generated Numbers Settings
Scenario: The user wants to update the Document Number (Entry No.) field on a journal entry, which requires enabling the Allow Override preference in the Auto-Generated Numbers settings. However, they encounter an issue when attempting to enable this preference, the checkbox is greyed out and cannot be marked. Explanation:…
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New to NetSuite | Updating the “Document Number” Field in a Journal Entry via CSV Import
In the previous article, 'New to NetSuite | Updating the “Document Number” Field in a Journal Entry via User Interface,' we provided a detailed guide on modifying journal entry document numbers through the UI. Now, we will explore an alternative approach to updating document numbers using CSV Import. To update the Document…
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New to NetSuite | Updating the “Document Number” Field in a Journal Entry via the User Interface
The Document Number field in a Journal Entry in NetSuite can be modified either manually through the user interface or in bulk via CSV import. In this article, we will begin by focusing on how to update the Document Number directly through the user interface, providing a step-by-step guide to ensure accurate and efficient…
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Auto Lot Number SuiteApp - not including YY in format
I have installed the Auto Lot Number SuiteApp and followed all the setup steps by creating custom Item Number fields, creating Lot Number elements and configuring new Lot Number Formats. When I preview the setup it looks like I configured. However, when I go to test and create auto numbers the date (YY) standard element…
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Electronic Bank Payments: Payment File Administration Numbering
Are we able to change the numbering and prefixes for the Payment File Administration records created through the Electronic Bank Payments SuiteApp? By default, the numbers contain 8 digits, with no prefix, like below: But what we would like is to change the numbering to be more along the lines of the below, so that we have…