Hi all. Does anyone have any thoughts/solutions around preventing NetSuite from assigning transaction numbers to invoices until its approved? We're required to use Advanced Numbering due to our subsidiary structure and specific requirements around Transaction Numbering.

The only thing I can think of is to make a custom record or transaction type called “draft invoice”. Then when approved use a workflow to transform it into a real invoice which would generate the number

@MGBC out of curiosity, is it possible to transform it to an invoice through a workflow taking into consideration the sublist, etc.? Thanks.

yes...the transform record action in a workflow copies sublist data. its the same action as when you click the Bill button on a sales order, or the Bill button on a Purchase order. However, i recently found a bug that sometimes not all sublist data is copied over in some cases which support said was an "enhancement"😑

Ohhh interesting to know that a custom transaction type can be transformed to an invoice. Awesome. Thanks!

yes you need to select the "Sales" type when creating the custom transaction. then it functions just like a Estimate or Sales order record

Thank you!! I will take a look at this as a solution.

@MGBC thanks as always. I always learn something new from you.