Customized Auto-Numbering with Fiscal Year

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Posted on by NateK

I'd like to start the autonumbering to include a fiscal year in front of the type of record. Our fiscal year goes from July 1st to June 30th. This is inside Dynamics 365 Sales Enterprise.

Examples:

24CON1001

24ORD1001

24INV1001

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Answers (1)

JeroenS 46 on at

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Customized Auto-Numbering with Fiscal Year

Can't you create a Scheduled Powerautomate Flow to sort out the " but it requires a manual setup at the beginning of every fiscal year" bit?
NateK 34 on at

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Customized Auto-Numbering with Fiscal Year

This does help quite a bit, but it requires a manual setup at the beginning of every fiscal year. Is there a way to call the fiscal year from the configuration settings within Dynamics 365 Sales?
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Dengliang Li Microsoft Employee on at

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Customized Auto-Numbering with Fiscal Year

Hi,

You can set the Auto Numbering field to display customized numbers.

For more information on using the autonumber field you can refer to the following link.
Using the AutoNumber Field Type in PowerApps and Dynamics 365 - Carl de Souza

Best Regards,
Dengliang Li