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.