Auto-Numbering Sequences With Customer Information

  • 23 June 2023
  • 1 reply

Userlevel 3

Hey everyone, we have a customer that’s implementing and they would like to add, for example, the first letters of the first name and 1st letter of the last name, followed by an auto-generated number (this part I know). Would that involve some sort of customization or can that  be done natively? If so, how?


Best answer by Laura02 24 June 2023, 00:40

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Hello, it is possible to have a two segment customer Id , with first segment of 4 characters manually entered by user to represent first 3 digits of first name and first digit of last name followed by second segment auto-numbered.

Remember, customer id is a child of and shares segmentation with BAccount. Therefore several entities will share the same segmentation: customer id , vendor id, branch/company, employee.


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