Different Number Sequence for Different Vendor/Customer Group

Hello Dynamics Lover,

In this blog, I will articulate the business scenario where many of the times, we are asked to create different sets of number sequence for vendors and customers based on the vendor/Cudtomer type/groups.  

Below the customer requirement (I have shared steps with vendors, however the same steps are applicable for customer as well)

1.    Scenario 1: Local vendors format will be LOCV-*******1

2.    Scenario 2: Foreign vendors format will be FRV-******1

3.    Scenario 3: Employee Vendors format will be EMV-******1

4.    Scenario 4: All other vendors will be OTHRV-******1

The end result is below we have got from the requirement gathering session. 

Name

Vendor Group

Number Sequence Requirement

Local vendors

V10

LOCV-000000001

Foreign vendors

V20

FRV-000000001

Employee Vendors

E10

EMV-000000001

All Other vendors

Rest All

OTHRV-000000001


Once you defined the requirement gathering, you need to follow the below steps

  1.   Create the number sequence as per the standard way by given format by customer


2: Now you add the newly created number sequence into the Vendor group – Default number sequence-> add the newly created sequence for respective vendor groups

3. 3  Now you add the OTHER vendors number sequence into Accounts payable parameter for rest of the vendor groups, this will work like a global sequence and whenever any other vendor group)apart from the requirement) is selected, it will come up.

 

 

 

4.    Now lets create individual vendors for each group to check the vendor numbers are auto populating with our criteria

I have created vendors for each group and it worked as expected, all the number sequence is different as per the requirement given by customer, thus it met the requirement.


I hope you have enjoyed this blog, any query you have, kindly feel free to connect with me at  LinkedIn https://www.linkedin.com/in/ramitpaulinnovation/

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