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Hi,
I'm after some assistance please.
I have created some quotes for a contact who is not a customer as they are a from satellite branch from a main holding account. From the person's contact card I create a new sales quote leaving the 'Sell-to Customer No.' blank but filling in the 'Sell-To Customer Template Code' (in this instance, Sales in the UK via GBP). I fill in the remaining fields of the 'General' tab and the items in the 'Lines' tab and OK the quote. I have done multiple quotes for this customer and notice that some of the 'Sell-to Customer No.' are filled in with what appears to be a generic 'CUST000...' number whereas others do not have a CUST number at all and are blank.
I've tried to look up this CUST number but it doesn't appear to equate to anything. Could someone explain what this number is and what it is for, please? I have noticed where one quote showed CUST000174 and then an hour or so later was CUST000183. If anyone could advise an explanation it would be appreciated.
Using NAV 2013 R2. Thanks in advance.
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Thanks Jonathan - i'll take a look at this.
Hi Alex,
I've now managed to find CUST000183 by searching in the 'Customers' but this should not be here as a) they are not a customer b) CUST000183 is a random reference that we would not use.
Is NAV generating a temporary number in case this turns into a purchase? When I now search by company name in the Customers section CUST000183 appears and it shouldn't be. This customer's account is in a different city with its own unique Customer code.
I also have a list of quotes for this contact, some with a CUST number and some without. Can't seem to work out why, but I never noticed it before. Appreciate your help.
Are you sure you are not mixing two different customers lists? Because in NAV there is a standard Customers list, plus in addition there is also a list of "CRM" customers to which the contacts are bounded. Have you searched in the second one?
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