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Answered

Formula in No. Series

Posted on by 25

Hello, 

I am looking for help in setting up custom code in No. Series. The requirement is the code assigned to sales quotes and sales invoices should be based off the code in customer record. E.g. if customer no. is CUST05, sales quotes should be CUST05-DATE-001, 002, and so on and sales invoices should be CUST05-001, 002, and so on. 

I wanted to know if its possible to use formula in Starting No. If anyone has any recommendations/suggestions for this type of issue, do you mind sharing it?  

Thank you, 

Jason

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  • Verified answer
    Jason D. Profile Picture
    Jason D. 25 on at
    RE: Formula in No. Series

    Thank you Yun

  • Jason D. Profile Picture
    Jason D. 25 on at
    RE: Formula in No. Series

    Thank you Inge

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,698 Super User 2024 Season 2 on at
    RE: Formula in No. Series

    Hi, This needs to be customized, if you use the standard function, you can only do the following.

    How to combine the No. Series with the date (No Customization)

    https://yzhums.com/16424/

    Hope this can give you some hints.

    Thanks.

    ZHU

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,748 Super User 2024 Season 1 on at
    RE: Formula in No. Series

    There is not standard functionality that can do this automatically for you.

    Different no. series can be selected manually for each order you create.

    But to have this done automatically you need some custom code.

    Not very complex coding - but still coding is needed.

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