Number Sequence on Sales Quotes/Orders for a Sales Unit

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Hello all,

In my organization we have a single legal entity which currently has a few different Sales units. I am looking to see if there is a way to have a sales quote or sales order use a specific number sequence for a particular sales unit.

For example most sales orders will have the prefix of SO-###### for the majority of all sales orders. I'll call this sales unit Primary.

Then there is another sales unit that we would like to have a different prefix. I'll call that sales unit secondary. Their sales orders would have a prefix of MER-######.

Now a user will create sales orders for just their sales unit. Ideally if they are in the secondary sales unit, upon clicking New the order would automatically populate with MER-000001.

Is it possible to have sales quotes and orders automatically populate with a specific number sequence based on either the User, or the Sales Unit that user works in?

Any input would be appreciated.

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André Arnaud de Cal... 301,069 Super User 2025 Season 2 on at

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Hi Keith,

There is no standard option to have multiple number sequences on the sales orders or quotations. You should create a customization to achieve this. A standard way to separate the orders would be using e.g. the field sales pool.

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Fredrik Sætre 12,644 on at

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You can assign customers a default number sequence if a sales dep. has their own customers, but not differentiate based on sales dep. by it self.

But wouldn't the parameter for sales department be enough info? Is it to easily see this in the reference? If so, you would want to make an amendment.

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Community Member on at

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Fredrik,

I like where your suggestion is going. A parameter for sales department would work. How do I set the new number sequence to the customer?

I don't see where on the customer master such a setting exists and when I look in Accounts Receivable parameters I cannot add any new number sequences.

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André Arnaud de Cal... 301,069 Super User 2025 Season 2 on at

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Hi Keith,

It is possible to setup a number group per customer. As far as I remember it is used for invoice numbers only.

When you really need to have the nimber sequence apart from a field on the order which could distinguish it, you need to customize AX.

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