Dynamics Community Forum Thread Details

How can I tailor the Invoice and Quotation ID numbering within Sales Professional?

Hi all,

As you can see on the screenshot below there is a number automatically generated for each new quotation or invoice created within MS Dynamics Sales Professional.

Now, I have a couple of questions about this:

1) Could someone tell me whether it is possible to tailor the quotation and invoice ID numbering system for it to match our own numbering system?

2) If the answer to the above is yes, then how complex can it be? The easiest option for instance would be INV-001, INV-002, INV-003.... However could we consider the automatic generation of a more complex model, such as INV-CUS-YEAR-NUM where "CUST" would be the first 4 letters of the company name, "YEAR" would be the current year at the invoice or quotation date, and then "NUM" a sequence of numbers for a given customer?

So for example, if I was to quote 3 invoices to a company called "Dynamics", this would in an ideal world automatically generate the following invoice numbering:

INV-DYNA-2020-001

INV-DYNA-2020-002

INV-DYNA-2020-003

etc...

What would be the best way to achieve this?

Thanks,

Matt

Hi Partner

you can follow the below steps to change auto numbering

Select an environment and go to Settings > Data management > Auto numbering.
In the Set Auto-Numbering dialog box, select the record type that you want to change.
In the Prefix box, enter up to three characters, symbols, or numbers.

Prefixes are system-wide and are used for all system-generated numbers for the selected record type. If you change the prefix for a record type, it won’t change the prefix of numbers that are already assigned.

The prefix of the tracking token for email messages is set in the System Settings area. More information: System Settings dialog box - Email tab
In the Number box, enter the starting number.

If you haven’t set a numbering format before, the Number box displays 1000. After you set the numbering format and save your settings, this field is set to read-only and you can’t modify it. If a custom auto-numbering solution was used, you won’t be able to change the number.
Select a suffix length.

Articles and knowledge articles don’t have suffixes. The suffix is used for records that were created while you were offline and for which the number can’t be guaranteed to be unique.
Select OK to save your settings.