Hello Everyone, hope you all doing good and staying safe at home. Today, I have got one new feature in Dynamics which many customers ask. This I came to know after seeing the webcast publish by one of the known Dynamics Champion “Mr. DR. Ludwig Reinhard”

Most of the customers ask about having different number sequence for different Customer/Vendor based on customer/Vendor groups. So, let’s start this:

Scenario: Customer A implementing Dynamics 365 wants to differentiate its vendor/customer account based on the grouping. Here is the requirement:

1. If vendor group domestic “DOM” then vendor account should be DOM#########
2. If vendor group others “OTH” then vendor account should be “OTH#########”
3. For rest of the groups, it should follow the common number sequence “V##########”

Note: I am taking vendor example but same steps to be followed for customer as well.

Step-1: Create Number sequence for vendor group (I have taken example of domestic vendor group)

Navigate to, Organization administration > Number sequence > New e.g. DOM and Others OTH

Step-2: Add “Number Sequence” column to Vendor Group form if not available

Navigate to, Account Payables > Vendor > Vendor Groups

Step-3: Check Vendor Account Number Sequence in Parameters

Navigate to, Account Payables > Setup > Parameters > Number sequence Tab > Map default number sequence

Step-4: Now Map required number sequence for Vendor group Domestic

Navigate to, Account Payables > Vendor > Vendor Groups > Select Required number sequence for the group e.g. DOM

Now, when you map this you will face the error (Shown in screenshot), that means we need to define number sequence in parameters which is global (Shared) in nature, not specific to company.

Step-5: Create and Map, Global (Shared) number sequence to Accounts Payable Parameters

Navigate to, Organization administration > Number sequence > New e.g. DOM and Others OTH

Navigate to, Account Payables > Setup > Parameters > Number sequence Tab > Map default number sequence

Step-6: Now, again try Mapping “DOM” against the domestic vendor group

Navigate to, Account Payables > Vendor > Vendor Groups > Select Required number sequence for the group e.g. DOM

This time system will allow you to save the record.

Now we are done with setup now let’s test this.

Scenrio-1: New vendor account for vendor group domestic, it should take account number as “DOM000000001”

Navigate to, Account Payables > Vendor > New > Enter Name > Select Group “DOM”

Save the Record, On saving the record number sequence will be generated as per our requirement

Scenrio-1: New vendor account for any other vendor group, it should take account number as “SH000000001” as per shared number sequence

Navigate to, Account Payables > Vendor > New > Enter Name > Select Group “DEFAULT”

Save the Record, on saving the record number sequence will be generated as per our requirement

That’s it for today blog, will back soon with some new feature or topic. Till then keep reading and share with your network.

Thanks You !!!