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Customer No. and Vendor No. Assignments

Overview

In Salesforce, the Account object allows you to manage various entities such as customers and vendors.

Customer No.

  • When a Sales Invoice is posted, and the Customer No. field on the account is blank, GoldFinch will automatically assign a unique customer number based on the Customer numbering series.

Vendor No.

  • When a Purchase Invoice is posted, and the Vendor No. field on the account is blank, GoldFinch will automatically assign a unique vendor number based on the Vendor numbering series.

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