Customer Numbering Methods

 

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The Accounts Receivable module allows you to assign up to 20 characters to identify each customer. You can use numbers, letters, or a combination of both. If only numbers are used for the customer number, leading zeros are inserted automatically for up to 7 numbers. If only letters are used, no leading zeros are inserted. If the Accounts Receivable Divisions check box is selected in the Accounts Receivable Options window, the division number must precede the customer number.

Note Numeric customer numbers over 7 characters long will remain as they are entered and not have zeros padding the customer number.

If you upgraded from version 4.30 or prior, select the Allow Entry of Expanded Customer Numbers check box in the Accounts Receivable Options window to assign up to 20 characters to identify the customer.

Because customer numbers are used to identify all Accounts Receivable transactions, it is important that you employ a method of assigning numbers that best suits your requirements. Regardless of the numbering method chosen, you can use the Lookup feature in Accounts Receivable to obtain a listing of customers in customer-name or customer-number sequence whenever a customer number is required for entry.

When choosing a numbering method, remember that most Accounts Receivable reports can be sorted by customer number, sort field, ZIP Code, or customer name. If a numeric customer numbering method is used, you can use the customer name Sort option to obtain alphabetical listings of customer information. You can also use the Sort field on the Customer Maintenance Main tab to sort customers by other information, such as types of service, product, or industry.

Customer numbering methods include the following:

Expand/Collapse item  Numbers only

 

Expand or collapse item  A combination of numbers and letters

 

Expand or collapse item An abbreviation of the customer name

For more information, see Customer Maintenance.