Microsoft Dynamics CRM (Archived)

OrderNumber field and invocenumber is possible to change?

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Posted on by Community Member

Hello fellows,

I want to know if is possible to change the auto-fill value of ordernumber and invocenumber.

Like, my ordernumber is populate by the crm (OOB), and is it something like this PED-01002-P2J9H4.

I want to change to something like (OD+Name)-DateofCreation-NumberRevision

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PS 23,577 on at

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Yes, but you cant do that in OOB CRM, you need to do a few customization:

Refer this post for suggestions:

community.dynamics.com/.../150267.aspx

Download plugins"

crm2011autonumber.codeplex.com

www.planetxrm.com/microsoft-dynamics-crm-2013-2011-auto-id-generator

www.codeproject.com/.../Autonumbering-in-Dynamics-CRM

ashwaniashwin.wordpress.com/.../auto-number-for-custom-entities-in-dynamics-crm-2011

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Community Member on at

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it is auto generated by CRM ,so System will not allow you to change it.

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PS 23,577 on at

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So what you need to do is create a new fieldd ID2, where you will generate the desired number via plugin

Make the original ID field editable, by default it is set to read-only, so change it

create a workflow to copy ID2 value to ID

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Aileen Gusni 44,524 on at

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Rrocha,

You need to have a custom code either using your own plugin or using third party solutions.

The Order number in CRM you can only change the length of the number and very limited customization. If you want to construct something that it is custom rule like yours, yes you need the customization.

If you want to override the existing field, it is possible, you need to register the step of your plugin in preValidation event like I did in Case.

Hope this helps.

Thanks.

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Mithilesh Kumar 10,047 on at

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Hi Rrocha,

The OOB field won't let you do this.

But using customization you can achieve this.

1. Create a new field to store your new format Order Number.

2. Create a Real Time workflow (if using CRM 2013 or above) to generate the Auto Number.

community.dynamics.com/.../auto-numbering-with-crm-workflows-real-time-vs-asynchronous.aspx

arunpotti.wordpress.com/.../auto-number-generation-using-real-time-workflow-in-ms-crm-2013

Hope that helps

Thanks

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