Customized Auto-Numbering with Fiscal Year

(0) Share

Report

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

I have the same question (0)

All responses (3)

Answers (1)

Verified answer

Dengliang Li Microsoft Employee on at

Like (1)

Report
Copy link

Link copied!

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

Was this reply helpful? Yes No
NateK 6 on at

Like (0)

Report
Copy link

Link copied!

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?

Was this reply helpful? Yes No
JeroenS 50 on at

Like (0)

Report
Copy link

Link copied!

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?

Was this reply helpful? Yes No