Customer Engagement & Dynamics CRM Forum

  • 1.  Invoice Numbering Format (INV-xxxxxx-xxxxxx)

    SILVER CONTRIBUTOR
    Posted Oct 25, 2021 02:05 PM

    Our clients are not happy with the invoice numbering format (INV-xxxxxx-xxxxxx) especially the alpha numeric characters at the end. For the invoice number format does the format mean anything to CRM, like the alpha characters at the end? Can the format be changed, and if so, what pain/issues might that create, as well as the pros and cons of doing so?

    Thanks!



    ------------------------------
    keith courtemanche
    FCS
    ------------------------------


  • 2.  RE: Invoice Numbering Format (INV-xxxxxx-xxxxxx)

    SILVER CONTRIBUTOR
    Posted Oct 26, 2021 09:13 AM
    I am not sure it is changable.  We created a new field which we use for invoice number and don't even use theirs.

    ------------------------------
    Kevin Knorr
    IT Director
    MHG Services
    Fort Lauderdale FL
    ------------------------------



  • 3.  RE: Invoice Numbering Format (INV-xxxxxx-xxxxxx)

    MICROSOFT MVP
    Posted Oct 26, 2021 09:19 AM
    I would suggest you use this: https://jonasr.app/2017/10/anm/
    Then you can change the numbering format.
    It is a tool for XrmToolBox, called Auto Number Manager.

    ------------------------------
    Jonas Rapp
    MVP
    Sweden
    ------------------------------



If you've found this thread useful, dive deeper into User Group community content by role