Questions Creating Customer ID and changing part number

HI gojok,

Yes, you could do this. You would create 4 separate segments in the Segmented Keys screen and only check the Auto Number column for the number segment like this:

You could also check the Validate column for the other segments so you could only enter from a list of approved values which you would define in the Segment Values screen.

You might also want to change the Separator column from - to /

Then, you have to put something in the Numbering ID field and then define how it will behave in the Numbering Sequences screen. Mine looks like this:

Note though that in the Segmented Keys screen, the Segments, the Length column, and the Separator column are all actually defined for Segmented Key ID BIZACCT (not CUSTOMER) which is used by Customers, Vendors, and Employees. So whatever changes you make will affect Customers, Vendors, and Employees which is really annoying.

Hi Mr Tim,

Can i creating customer ID by prefix of Customer name. For the example

1) Customer Name : Alias Corporation

    Customer ID : ALI00001

2) Customer Name : Linkedin Corporation

     Customer ID : LIN00001

Please advise. Thank you

The only way I could see this working is to allow on the fly entry for the first segment of the customer ID and then key in the first 3 characters manually.

And I don't think it would start the numbering at 00001 for each unique letter combination if you auto numbered. It would be ALI00001, then LIN00002, etc. Might be best just to manually enter everything.

We also have a customer that wants to do something similar for their customers and vendors (and then we would also extend this to employees).  In my mind it should be possible to do some sort of a look-up type action to have the system auto-generate both sections, but it seems like this might be some custom work.  I think we will advise them to go manual if they want to keep that type of structure.  Similar to Excel take the first 4 characters of the name and then the auto-numbered segment (which would just be like what Tim suggested, with the first one xxxx0001, the next one yyyy0002, and so on).  But if anyone has ideas on how to make it work, I would love to hear them.