[Gavrah Rabba]

I am new with NetSuite so I hope my question makes sense.

We need a way to source the prefix for our Sales Order documents. For instance, when entering a Sales Order we would like the prefix of the auto-generated number to be based upon a custom "Sales-Order-Prefix" field on the customer record. So for example, ABC-Customer would have a custom field on his customer record, "Sales-Order-Prefix", which would be set to "ABC". Then when an order is entered for "ABC-Customer" the sales order number would be in the format of ABC-#####. This will help us recognize immediately the customer of that order just by looking at the SO number.

Can this be done using workflow? Does someone have any ideas on how I can do this, or where I can find information on this?

TIA
This is a cached copy. Click here to see the original post.

[egrubaugh]

Take a look at Setup > Company > Auto-generated Numbers. There you can set prefixes, suffixes, and all kinds of other numbers for various record types. Alternatively, yes it is possible to do these things with a workflow or scripts, but if you can leverage the native feature set, I would always favor that.

[Gavrah Rabba]

Thanks very much. I looked into that but then all orders would have the same prefix. We need the prefix to depend on the customer.

So for example, ABC-Customer orders will be ABC-#### and all XYZ-Customer orders will be XYZ-#####. Am I correct?

[egrubaugh]

Ah, sorry. I'm not certain whether this can be accomplished with a workflow or not, as my experience with them is extremely limited. It is definitely possible via scripting.

[Diane U.]

Hi Gavrah,

I have a clumsy work around that you might consider: You can use a custom field on your sales orders, that draws the info sourced from custom fields on your customer records (the prefix). Combine that prefix field (your ABC or XYZ) with your sales order number, and source it onto the printed forms and/or onto the sales order screen views… and thus it will always be visible, but it wouldn't in fact impact your numbering. so you could have SO# ABC00001 and your next order could be SO#XYZ00002 and SO#LMN00003… the sales orders in netsuite's mind are only 00001, 00002 and 00003, but for your convenience, you'd see the customer reference ID on the forms and printouts.

Might do the trick for you!

Good luck,

Diane

[Gavrah Rabba]

Appreciate your reply.

Very interesting. Can this field be used for searching? Would it hit me negatively somewhere else?

[sterlingr]

I this Diane's answer is probably good because it won't interfere with the numbering. Also, yes you can create the new joined field so that it is globally searchable. I wouldn't anticipate any negative effect except that you have to customize all your forms which you'll probably want to anyways.

[Gavrah Rabba]

Thanks very much….Very helpful.

[Author]

Posts