Display Only the Customer ID on the Sales Order Customer Field

This is achieved if users have the following preferences set before the Customer record (to be used in Sales Order transactions) is created:

1. As Administrator navigate to Setup> Company> Auto-Generated Numbers> Entities tab> Customer > Enable check box=F.

2. Setup> Company> General Preferences> Auto Name Customers check box=F.

The above preference allows users creating Customer records to assign Customer id number manually.

Since the above-mentioned preferences could be enabled/disabled anytime, Customers created when Setup > Company> Auto-Generated Numbers > Entities tab > Customer > Enable check box is marked will display both the Customer ID and the Customer Name on the Customer field on the Sales Order.

If users wish to display only the Customer ID on the Sales Order even for Customers with auto-generated Customer ID, here is what needs to be done:

1.    Make sure that Setup > Company > Auto-Generated. Numbers> Entities tab > Customer > Enable check box is unchecked.

2.    Pull up the Customer record (with auto-generated Customer ID).

3.    Hit Edit.

4.    Hit Save

This procedure refreshes the record as if it was created with the Auto-Generated Numbers for Customers turned off.