Core Financial Modules

[dlevasseur]

Before I do this in a production company, I figure I should ask the pros.

My accountant is really **bleep** about the AR list.  For whatever reason there are gaps in the customer number sequence, I would assume this is from creating and then cancelling an entry.  So she is always having people go and backfill these numbers.  I don't get it, if we ever run out of customer numbers we'll need something better than MAS90 anyway.  But I have to get her off my back somehow.

So in my test company I set the "Next New Customer Number" back to the first missing number.  This seemed to work and did skip through the customer listing creating new customers at whatever number was the next gap.

Just want to see if this is a really bad idea, or stroke of genius?  Or "who cares, you have 7+ digits"...

[thebottomline]

Interesting.  Never knew it would work this way.  Run with it.

[rmikolainis]

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dlevasseur wrote:

My accountant is really **bleep** about the AR list.  For whatever reason there are gaps in the customer number sequence, I would assume this is from creating and then cancelling an entry.

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My guess would be the delete and change customers utility caused the gaps.

[thebottomline]

Another thought is to have the accountant research and determine where the gaps are actually coming from, then write a procedure to deal with the issue.  If you are creating a customer just to quote, then create a quote customer to user.  You then change the customer number in the quote SO to the real number.

I can understand the "Bleep" nature but that is just a symptom of the problem.  Fix the problem to cure the symptom.

[dlevasseur]

No.  From what I see, when you click *new* customer the next number gets incremented even if you actually cancel the new entry.  I'm betting this is where it is coming from.  We don't really trim our customer database.  Because of our processes, customer numbers are required for quotes.

BTW... The *BLEEP* was the word A N A L which isn't really vulgar and probably questionably bleeped. 

[thebottomline · Accepted solution]

That is my point!  Set up a customer for quote (e.g. 999999).  When entering a quote in SO, change the address information on tab two to be that of the prospect.  Send out the quote.

If the prospect becomes a customer, then change the quote into a regular SO and change the customer number to the newly created one in AR.

This will provide visibility for your quotes without chewing up #'s

[dlevasseur]

Oops...  I didn't mean to mark that as solution, but there really isn't one anyway its just an idea topic.

Anyway, the way our systems work every customer quoted requires a part number and rev, which are tied to a unique customer.  So a quote has to have a unique customer # anyway.

Most of our business is custom work.