Projects Use the Auto-Generated Numbers for Customers

SCENARIO:

• Auto-Generated Numbers for Customers is enabled (Setup > Company > Auto-Generated Numbers > Entities tab)

• When a user creates a new project, the system assigns it with the number that is supposed to be for the next customer

• Advanced Projects feature is disabled

SOLUTION:

Projects can only be assigned with its own Auto-Generated Numbers when Advanced Projects feature is enabled. With the feature disabled, projects are assigned with a number that follows the customer number sequence when Customer Auto-Generated Number is enabled.

To distinguish partner ID from customer ID when Advanced Projects feature is disabled, a Prefix or a Suffix can be assigned to each entity type.