Setting Up Auto-Generated Numbers for Entity Records
Auto-Generated Numbers feature can be enabled for entity records during creation of entities based on the following parameters:
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For entities that are created when the Auto-Generated Numbers feature is enabled:
Description
Entity Record
Behavior in the Entity Records
Auto-Generated Numbers feature is enabled for entities:
DD – Invoice Payments
An auto-generated customer number is displayed in the Customer field.
Customer Refunds
An auto-generated customer number is displayed in the Customer field.
EFT – Bill Payments
An auto-generated partner number is displayed in the Partner field.
Auto-Generated Numbers feature is disabled for entities:
DD – Invoice Payments
An auto-generated number prefixed to the customer name is displayed in the Customer field.
Customer Refunds
An auto-generated number prefixed to the customer name is displayed in the Customer field.
EFT – Bill Payments
An auto-generated number prefixed to the Partner name is displayed in the Partner field.
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For entities that are created when the Auto-Generated Numbers feature is disabled:
Description
Entity Records
Behavior in the Entity Records
Auto-Generated Numbers feature is enabled for entities:
DD – Invoice Payments
Customer name is displayed in the Customer field.
Customer Refunds
Customer name is displayed in the Customer field.
EFT – Bill Payments
Partner name is displayed in the Partner field.
Auto-Generated Number feature is disabled for entities:
DD – Invoice Payments
Customer name is displayed in the Customer field.
Customer Refunds
Customer name is displayed in the Customer field.
EFT – Bill Payments
Partner name is displayed in the Partner field.
For more information about setting up auto-generated numbers, see Setting Up Auto-Generated Numbering