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:

  1. 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.

  2. 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 on setting up auto-generated numbers, see Setting Up Auto-Generated Numbering

General Notices