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Creating a Purchase Order Reference

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Posted on by Community Member Microsoft Employee

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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Community Member Microsoft Employee on at

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RE: Creating a Purchase Order Reference

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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TheMarkChristie 10,328 on at

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RE: Creating a Purchase Order Reference

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

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