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Does anyone know how I could create a unique Purchase Order Reference for the Invoice forms within my
Dynamics CRM Online 2016 instance?
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Hi Hayley
I would look at using an Auto Numbering solution like crm2015autonumber.codeplex.com
Or you can create an entity that holds PO Reference
Then have a workflow that pulls through the last number that was used to the PO
Then the last step in the workflow is to increment the PO Reference entity by 1
That means it will use the next number each time
Hi, Mark
I have downloaded the CRM2015/16 Auto number Solution. How does it work? Do you open it in a specific application or import it into the Dynamics production instance?
If I was to do the second option, could you please give me further explanation. For example; i understand the workflow process but how would I first create unique numbers which I would store in an entity called 'PO Reference'
Thanks
Hayley
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