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Shared Number sequences

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Posted on by SV-18061727-0

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Hello Experts,

I have a question regarding Shared Number Sequences and Number Sequence in the AR Parameters

1. I have defined 3 Customer Groups for Retail, Operator and Agency respectively.

2. Customer Groups = Operator and Agency have their own respective Number Sequences defined

3. I setup Shared Number sequences across 2 Legal Entities for Customer Group = Retail only.

4. I selected the 'Shared Number Sequence Code' in the AR parameters > Number Sequence > Reference = Customer Account = 'Shared Number Sequence Code'

5. I successfully created Retail customers in the 2 different Legal Entities

6. I am trying to create a Customer for Customer Group = Operator but its defaulting to Shared Number sequence instead of using its own Customer Group of Operator

What do I need to do so that when I create customers for Customer Group = Operator, it should pick the Number Sequence from the Customer Group instead of defaulting to AR parameters > Number Sequence > Customer Account

Thank you

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Dynamics 365 Finance

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Alireza Eshaghzadeh 14,672 Super User 2025 Season 2 on at

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Hi,
Can you please verify whether you have assigned a different number sequence at the Customer group level than the one set in Accounts receivable parameters, and still the number sequence from AR parameters is being used?

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Ramit Paul 22,797 Most Valuable Professional on at

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HI,

If I understood correctly, you have three groups, out of them two group number seq is defined as per the their group setup? However if you are trying to create a customer using this setup, you are not getting the result.

Can you share the screenshot from your Customer Group setup what you did for number sequence?

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Yng Lih 1,560 on at

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Hi,

I understand your scenario as:

1) Go to Organization administration > Number sequences > Number sequences.

Create a number sequence for Customer Account with the Scope set to Shared (Global)

2) Configure AR Parameters to Use the Shared Number Sequence:

Go to Accounts receivable > Setup > Accounts receivable parameters > Number sequences.

3) Go to Accounts receivable > Setup > Customer groups.

Insert (Personalize) a field Customer account number sequence

Tested result:

If this information was helpful, kindly mark it as 'Verified'. Thank you. :)

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SV-18061727-0 618 on at

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Hello,

Yes - I have 3 customer groups, out of them two customer group number sequences are defined as per the their group setup

For Customer Group = Operator

For Customer Group = Agency

For Customer Group = Retail

Did not assign Number Sequence because its Shared

Issue - However if am trying to create a Customer of type Agency or Operator. I am not getting the result. Its not using the Number Sequence from the Customer Group

Number Sequence set in Accounts receivable parameters - I have the Shared Number Sequence here

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Yng Lih 1,560 on at

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Hi,

The blue-highlighted step is correct.

I suggest revising the green-highlighted step to use the "Customer account number sequence" in "Customer groups."

Please verify whether the test results (in the earlier post) meet your objective.

If this information was helpful, kindly mark it as 'Verified'. Thank you. :)

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