When I extend business account into a customer, it adopts the numbering sequence of business account, instead of the next customer ID in sequence.
Is there a way to address this?
Solved
How change customer ID to customer screen when it extends from business account screen
Best answer by andriitkachenko
The problem with changing it is that the Customers and Business Accounts are the same thing under the hood - Customer extends the Business Account entity. While technically you can intervene in the process (via a customization package), it will be complicated and the repercussions will be too severe to justify the changes.
You can customize Business Accounts screen to use the same sequence as the Customers screen - this will be a less invasive solution.
Any changes to the Customer ID (which is the AcctCD field from the BAccount table) will also affect the Business Account field on the Business Accounts screen - because it’s the same value under different labels on different screens.
For existing records, you can change it using Change ID action. However, it allows manual input only - so, if you want to make it automated and use a Numbering Sequence, you’d need a customization for that, with its own action.
+11Hi
Because Business Account & Customer will save a separate ID code even though you perform "Extend as Customer" the original ID remains the same.
To avoid this, we will create 2 separate Business Account & Customer codes (Do not perform the "Extend as Customer" feature) and connect the 2 codes together via the "RELATIONS" Tab
In your situation, you can use the "Change ID" feature to change the Customer code.
Best Regards,
NNt
I have devoted my time and deep passion to Acumatica! 🌐 https://www.linkedin.com/in/truongpham80
1 person likes this
+6The problem with changing it is that the Customers and Business Accounts are the same thing under the hood - Customer extends the Business Account entity. While technically you can intervene in the process (via a customization package), it will be complicated and the repercussions will be too severe to justify the changes.
You can customize Business Accounts screen to use the same sequence as the Customers screen - this will be a less invasive solution.
Any changes to the Customer ID (which is the AcctCD field from the BAccount table) will also affect the Business Account field on the Business Accounts screen - because it’s the same value under different labels on different screens.
For existing records, you can change it using Change ID action. However, it allows manual input only - so, if you want to make it automated and use a Numbering Sequence, you’d need a customization for that, with its own action.
Andrii Tkachenko | Sprinterra | https://www.sprinterra.com/ | If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
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