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    Dhilip Kumar
    Customer codes as per user usage needs by Customer Type or...
    Topic posted November 2, 2019 by Dhilip KumarRed Ribbon: 250+ Points, tagged Receivables 
    16 Views, 1 Comment
    Title:
    Customer codes as per user usage needs by Customer Type or Customer Class
    Summary:
    Customer codes as per user usage needs by Customer Type or Customer Class
    Content:

    Customer would like to generated Customer Code (Numbering) based on Customer Type or Customer Class. 

    Example: Public Sectors Number should start 100001, Retailers - 200001,  Wholesalers - 300001

    Please suggest how to achieve this?

    Comment

     

    • Dave McKenna

      I dont think you can do this automatically beleive you would need to set manually, maybe autonumberting update allowed on the Account Profile and get the user to add a 1,2,3 etc at the start as part of training so numbers not reused and keep the sequence.

       

      Available Options:

      Auto numbering, update not allowed       - The number will be automatically generated and will not be editable

      Auto numbering, update allowed            - The number will be automatically generated and will be editable

      No auto numbering, update not allowed   - The number will not be automatically generated and will not be editable

      No auto numbering, update allowed        - The number will not be automatically generated and can be entered manually

       

      Might be one for ideas unless there is somthing I not aware of as would have thought a common requirement for clients.