how to auto generate next customer id field when creating a new customer?

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Posted on by Shivang Patel

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Hello All,

First upon My apologies if my question is not descriptive or understandable, cause I am completely new to CRM/GP! Now what i have been told to do is whenever someone try to create a new customer the customer id fields should be auto populated/generated with the next number in the series....for example we have last customer that was created with id "B1244", then whenever we try to create a new customer the customer id should be auto populated with "B1245" in increment manner!

I was wondering if there is a way to achieve this?

Please and Thank You

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Tim Foster 8,515 on at

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You can write a customization that does it or look at the Next Numeric Collection from Ethotech:

www.ethotech.com

Tim

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Bron 4 on at

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Standard Great Plains does not have a field that stores 'Next Customer ID' therefore, without add-ons you cannot do what you want. You could create a SQL table that would store the value and gets pulled into CRM - it would be a customization........just like Tim stated........

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Bruce Wilkins 570 on at

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In GP I know you can add a temporary vendor while in the Payables Transaction Entry window. It retrieves the vendor id from the field "Next Temp Vendor ID" located in Payables Setup Options window. I don't see this same option for Customer ID in GP.

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L Vail 65,271 on at

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How is the customer being created? Is it being created directly in GP or is it coming from CRM?

Kind regards,

Leslie

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ZenMasta 330 on at

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I know I'm digging up an old topic here, but it was the only relevant topic when I did a web search.

I just started a 30 day trial today. I'm really surprised that this isn't a standard feature, or at the very least an option which can be toggled. I don't know why anyone would want to task users with assigning customers or other transactions in your system id numbers.

And paying $2,000 for from that company seems completely absurd for again, what should be a standard feature.

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soma 24,410 on at

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Create a Dexterity or VBA customization to achieve this.

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