- 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.
Post a Comment