When Auto-Generated Number is enabled, the system assigns a unique ID for each record. When Allow Override is enabled, users will be able to edit or change the number assigned to the record, depending on their level of access.
Below is a table based on different settings for auto-generated numbers for Customers and Subcustomers (Setup > Company > Auto-Generated Numbers > Entities tab).
Within Parent Group | Allow Override | |
F | F | • Each customer/subcustomer record will have its own unique ID. • When viewing the list of Customers, the sequence will show similar to the following: ID Name 1 Parent Customer 2 Subcustomer 3 2nd level Subcustomer |
T | F | • Subcustomer ID will be separated from Parent Customer ID with a prefix colon (:) similar to this format: ID Name 1 Parent Customer 1:1 Subcustomer 1:2 2nd level Subcustomer 1:3 3rd level Subcustomer |
F | T | • Customer ID for subcustomer can be assigned the same ID as the Parent Customer. ID Name 1 Parent Customer 1 Subcustomer 1 2nd level Subcustomer 1 3rd level Subcustomer |
T | T | • Customer ID for second to the nth level Subcustomers can be assigned the same ID as the Subcustomer record. ID Name 1 Parent Customer 1:1 Subcustomer 1:1 2nd level Subcustomer 1:1 3rd level Subcustomer |
Note: Similar behaviour is followed when Basic Projects is utilized on the account (Setup > Company > Enable Features > Company tab > Projects = T) since Project records created via the Customer record are accessed when navigating to Lists > Relationships > Customers > Customers & Jobs page.
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