Saturday, December 22, 2018

Projects Use the Auto-Generated Numbers for Customers


  • Auto-Generated Numbers for Customers is enabled (Setup > Company > Auto-Generated Numbers > Entities tab)
  • When a user creates a new project, the system assigns it with the number that is supposed to be for the next customer

  • Advanced Projects feature is disabled


Projects can only be assigned with its own Auto-Generated Numbers when Advanced Projects feature is enabled. With the feature disabled, projects are assigned with a number that follows the customer number sequence when Customer Auto-Generated Number is enabled.

To distinguish partner ID from customer ID when Advanced Projects feature is disabled, a Prefix or a Suffix can be assigned to each entity type.


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