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Remove invoice ID prefix? RRS feed

  • Question

  •  

    Is it possible to remove the pro- and prefixes in the ID fields on quotes, orders and invoices?
    Friday, March 14, 2008 8:21 PM

Answers

  • Hi.

     

    MS auto-numbering format {0}-{1}-{2} is burned into their system.

    I suggest creating a new string attribute that holds a re-formatted version of the Quote ID.

    Or you may override the existing value with your re-formatted version.

    Write a simple post create plug-in, reformat the original quoteid and save the record.

     

     

    Cheers,

    Adi 

     

    Saturday, March 15, 2008 11:17 PM

All replies

  • Hi.

     

    MS auto-numbering format {0}-{1}-{2} is burned into their system.

    I suggest creating a new string attribute that holds a re-formatted version of the Quote ID.

    Or you may override the existing value with your re-formatted version.

    Write a simple post create plug-in, reformat the original quoteid and save the record.

     

     

    Cheers,

    Adi 

     

    Saturday, March 15, 2008 11:17 PM
  • Dear Pal,

     

    Autonumber is default for Ms CRM, on basisi of tracking, but you can change using PreCreate Callout /plugin.

     

    For more see ms crm sdk, only though development you can achieve this

     

    msn : mscrmexpert@gmail.com

     

     

    Regards,

    Imran

     

    http://microsoftcrm3.blogspot.com

     

    Sunday, March 16, 2008 11:32 AM
    Moderator
  • HI Imran,

    Is it possible to increase the length of the Invoice prefix. Your suugestion would be very much appreciated.

    Thanks
    Tuesday, April 29, 2008 2:04 PM