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.