Starting Number for Credit Memo Depending on the Customer Type        

Unique starting numbers for Credit Memo can be set on Customer Type List form which  can be opened from Customer Form > Type field. This form has columns just like the columns on the Starting Number found in Company Preference form.

In the above example, 5 Customer Types were listed. The first 3 types where there is no assigned Invoice Prefix, Number and Enable checkbox is unchecked, if selected, will use the Starting Number entered on the Company Preference form. The last 2 types when assigned to a customer will use the Invoice Prefix and Numbers entered as long as it is enabled.

  Note that entering the same Invoice prefix twice is not allowed as well as assigning the prefix assigned in the Company Preference form - Starting Numbers.

 Example:

The assigned Customer Type for C10001 is Cash. On the above Customer Type List form, the Invoice prefix for Cash is CA.

When creating Credit Memo for this customer, the CM Number will use the prefix CA and then increment the number assigned from the Customer Type List form. This means that if 50 customers were assigned to customer type Cash, the invoice number would be from CA10001 to CA10050.

If there is no Customer Type assigned to a Customer or a customer type is assigned but the Enable checkbox for that specific customer type is not checked,

then the Starting Number for Credit Memo in the Company Preference form - Starting Number will be used.

Note: By default the Credit Memo Number field in the Customer Type List form is blank on all existing and new VisionCore databases.  Also, the Enabled checkbox is unchecked by default.

Reference: Task 239