Update Auto Generated Numbers

Applies To

Product:  NetSuite 2021.1

Scenario

User wants to update the auto generated numbers for case records for the first time

Solution

1. Go to Setup > Company > Auto-Generated Numbers
2. Type: click CRM tab and locate 'Support Case'
   
   1. Tick on the box for ENABLE and UPDATE
      Note: Enter desired prefix, suffix minimum digits and initial number.
   2. Click Save

Reference for Updating Existing Records

• UPDATE FUNCTION - being used to only update records that were never auto-numbered before, i.e. records created while Auto-Generated Numbers setting is disabled. The Update function is not used to change the numbering of records with existing numbers in order to streamline with the desired numbering sequence.
• ALLOW OVERRIDE - when enabled, the auto-generated numbers assigned to numbered records cannot automatically be re-numbered. Instead, a user must edit all existing records then set the new desired numbering sequence. This can be done one record at a time or through CSV import (Data Handling = Update).

Note: Once a record is auto-numbered through NetSuite's Auto-Generated Number setting, its assigned number can no longer be changed unless Allow Override setting is enabled and the existing number is manually changed. This remains true even if a new Initial Number is set for the record type and the Update function is initiated.

Important: The ability to automatically update the existing number format of records in NetSuite has been submitted as Enhancement #71541.