Hello,
Can someone guide me on how to set up a numbering sequence for Business Accounts?
Thank you.
Solved
Help with Setting up numbering on Business Accounts
Best answer by tareshpatil51
Hi
Business Account IDs are controlled by the BIZACCT segmented key. If you want to use automatic numbering, you can configure it as follows:
- Go to Segmented Keys (CS202000).
- Select the BIZACCT segmented key.
- If an auto-numbered segment does not already exist, configure one and assign the required Numbering ID. The numbering sequence must match the length of the auto-numbered segment.
- Select the Auto Number checkbox for the segment that should be auto-generated (only one segment can be auto-numbered).
- Save the segmented key configuration.
- If needed, review or create the corresponding numbering sequence in Numbering Sequences (CS201010) and assign it to the BIZACCT segmented key.
- Finally, open Customer Management Preferences (CR101000) and click Save to ensure the CRM settings recognize the numbering configuration.
Note: If your Business Account IDs are intended to follow a custom numbering pattern that cannot be achieved through the BIZACCT segmented key, then a customization (for example, using custom code or the AutoNumber attribute) would be required.
+14Hi
There isn't a direct setup option to assign a numbering sequence specifically for Business Accounts. If you want Business Accounts to use an automatic numbering sequence, you'll need to customize the DAC by applying the AutoNumber attribute to the Business Account ID field and associate it with the desired numbering sequence. After that, you can configure the numbering sequence in the Numbering Sequences (CS201010) screen.
So, this isn't configurable through the UI alone—it requires a customization to add the AutoNumber attribute at the DAC level.
Hi
Business Account IDs are controlled by the BIZACCT segmented key. If you want to use automatic numbering, you can configure it as follows:
- Go to Segmented Keys (CS202000).
- Select the BIZACCT segmented key.
- If an auto-numbered segment does not already exist, configure one and assign the required Numbering ID. The numbering sequence must match the length of the auto-numbered segment.
- Select the Auto Number checkbox for the segment that should be auto-generated (only one segment can be auto-numbered).
- Save the segmented key configuration.
- If needed, review or create the corresponding numbering sequence in Numbering Sequences (CS201010) and assign it to the BIZACCT segmented key.
- Finally, open Customer Management Preferences (CR101000) and click Save to ensure the CRM settings recognize the numbering configuration.
Note: If your Business Account IDs are intended to follow a custom numbering pattern that cannot be achieved through the BIZACCT segmented key, then a customization (for example, using custom code or the AutoNumber attribute) would be required.
Thank you. I was able to successfully configure auto-numbering by following this clear and straightforward guide.😁
Login to the community
No account yet? Create an account
Social Login
Login with your Acumatica accountEnter your E-mail address. We'll send you an e-mail with instructions to reset your password.