Ideas for Acumatica

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Customer (and vendor) numbering schemes should be honored when converting a prospect to a customer (or vendor)

Currently  2017R2 ignores the customer (and vendor) segment schemes and assumes the user wants to use the business account code (AcctCD) as the customer/vendoor number - in spite of the override being checked. Some implementors have a habit of creating numbering schemes like Cxxxxxx or Vxxxxx for customers and vendors and some try to use the clients old numbers and set the last number to preserve the current scheme.  Both schemes will not longer work if the CRM module is used to create prospects and then convert them to customers or vendors.

None of this is explained in the help

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  • Jul 19 2018
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