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Set custom Record Number
If you want to use different Record Numbers for Invoice/Accounts/Contacts based on some conditions, you could use this task.
This allows to set a increasing Number across differnet modules. Every number will be used only one time!
You could create multiple different “number sequences”.
The field “Number Row”
For example you could configure to create Record No like this:
Quote A | R0001 |
Quote B | R0002 |
Invoice A | R0003 |
SalesOrder A | R0004 |
Quote C | R0005 |
SalesOrder B | R0006 |