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Auto Generate Customer ID

  • 1.  Auto Generate Customer ID

    Posted Oct 02, 2019 07:24 PM
    When creating a new customer is there a way to have GP auto generate the Customer ID number?  We want the system to issue sequential numbers as new customers are added.

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    Barbara Rodriguez
    Accounts Payable Specialist
    TSW Alloy Wheels
    Brea, CA
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    Conference-GPUG_200x200


  • 2.  RE: Auto Generate Customer ID

    GPUG ALL STAR
    Posted Oct 03, 2019 01:03 AM
    Hi @Barbara Rodriguez

    This functionality requires some custom code.

    You should look at Willoware's solution: ​https://willoware.com/gp-powerpack-next-number-generator/

    Also if you already have GP Power Tools - Developer Tools module registered, this functionality can be easily written with a single trigger script.

    Regards

    David

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    David Musgrave MVP, GPUG All-Star

    Managing Director
    Winthrop Development Consultants

    Perth, Western Australia

    http://www.winthropdc.com
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    Conference-GPUG_200x200


  • 3.  RE: Auto Generate Customer ID

    SILVER CONTRIBUTOR
    Posted Oct 03, 2019 09:16 AM
    Hi @Barbara Rodriguez - We have been using Ethotech's Next Numeric product for this for over two years. It's very easy to set up and use and you can use it to generate sequential numbers for customers, vendors, items, batches, etc. and each master record type can have it's own starting number. Here's a screenshot of the 'hotkey setup' window that shows all the different types it can be used with. We only use it for Customers, and we simply type CTRL+N in the customer maintenance window to generate the next sequential customer number.
    EthoSeries Hotkey Setp

    Hope this helps!
    Jeff

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    Jeff Pfershy
    Sr Business Analyst
    BluJay Solutions Inc
    Holland MI
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    Conference-GPUG_200x200


  • 4.  RE: Auto Generate Customer ID

    Posted Oct 03, 2019 12:57 PM
    Hi @Barbara Rodriguez

    Good suggestions thus far. NextID is another option that creates the customer number based on your predefined preference. https://www.iscorp.biz/ws-tools/nextid/



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    Brandon Mayer
    Director of Sales & Marketing
    Implementation Specialists (IS)
    Hawley MN
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    Conference-GPUG_200x200


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