Would it be possible to create a project numbering sequence that included a character based on the project type?
Solved
Project numbering
+1Best answer by Laura02
Hello,
We can configure two-segment auto-numbered Project ID’s with the first segment Validated and manually entered (user who adds project will need to manually select the Project Type from your pre-defined list of valid Project Types in Segement 1) followed by automatically numbered Segment 2 which will populate upon Saving.
Here is an example.
Laura
+19Hello,
We can configure two-segment auto-numbered Project ID’s with the first segment Validated and manually entered (user who adds project will need to manually select the Project Type from your pre-defined list of valid Project Types in Segement 1) followed by automatically numbered Segment 2 which will populate upon Saving.
Here is an example.
Laura
Laura ~ Klear Systems, Inc. Irvine, CA. ~ Click my logo to Follow me ~
Following up on this, based on your example above -
- Is it possible to have one segment be the customer ID, based on the customer masters in Acumatica? Sounds like that’s not possible, without re-entering the customer IDs in the segment list…
- Is it possible to have segment 2 auto-number based on segment 1 value? What my prospect wants to accomplish is to maintain a separate numbering list for each customer.
Thanks in advance.
Reply
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.