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Microsoft Dynamics CRM (Archived)

Set Up & Reset Auto-number for Quotation, Invoice & Order

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Posted on by Microsoft Employee

Hi All, 

I use CRM 2016 Online, How can i set up the Quotation, order and invoice Number, In my own format. For example : Quo_FY170001 (FY17 represent the year, it can be change and the four following number can be reset, when FY17 changed to FY18). Currently the default is : prefix, number and Suffix (QUO-00001-AS7F).

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  • Suggested answer
    JohnAnonymous Profile Picture
    JohnAnonymous 5,241 on at
    RE: Set Up & Reset Auto-number for Quotation, Invoice & Order

    With the out-of-the-box functionality you can't. You can change the prefix and switch the suffice to 4 or 6 characters, and that's it.

    If you really need your number style, you need to look at autonumber solutions. There are plenty of topics around this on this forum or the internet.

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