creating a new customer account

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Posted on by Community Member

Hello,

I am creating new customers but I am getting stuck at the Customer Account field. It looks like it is a lookup field but I can't figure out where to create a new customer account in order to assign it to the new customer. Any help is much appreciated. Please refer to highlighted field in attached image.

Thanks

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Community Member on at

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Hello George,

They follow a number sequence, which you have to setup.

If you look to the left in your screenshot, you can see that every customer is attached to a number sequence.

Regards

Anders

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Community Member on at

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Hi Anders,

Thank you for your help. However, this is a required field that is not being generated automatically. I have to select a value from the dropdown. Will this be resolved when I setup the number sequence? Can you guide me through setting up the number sequence or point out a tutorial for that as I am unable to find any online.

Thanks again!

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Community Member on at

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Hello George,

You can setup number sequences in the account receivable parameters.

This will make it automatically generate an input.

However you can just type in whatever you wish in the field, you don't have to pick from the dropdown menu.

Ex: You can type 999 in the field, and you can create a new customer.

Hope this helps

Regards Anders

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Ludwig Reinhard Microsoft Employee on at

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Hi George,

Has somebody made some modifications to the way how customer numbers are created?

You usually have to enter a number/ID in the field that you highlighted but don't need to select something from a dropdown.

Can you please talk to your system admins how they designed / envisioned this process?

Many thanks and best regards,

Ludwig

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Mattias R 45 on at

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Hi George,

It looks like your customer account number sequence is set to "manual". This is an option in the number sequence setup.

Try un-ticking the option for manual number allocation (and make sure the number allocation is at the desired number).

After this you should see your new customers being automatically assigned account numbers.

Kind regards,

Mattias

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Community Member on at

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Thanks Anders. Configuring it from Number Sequence under Accounts Receivables parameters fixed it.

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Community Member on at

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Hi Ludwig, no one changed the default setup. However, the default setup was neither creating the Custom Account number automatically nor allowing us to enter it manually. After setting the parameter manual to No, it worked. Thanks

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