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- Choose Microsoft Dynamics GP > Tools > Setup > Service Management > Module Setup > Service Options > Auto Number.
- If you are using global filtering, you can mark the Create Number Sequence Per Branch check box checkbox to assign auto numbers globally or by branch. When you mark this check boxcheckbox, the Global and Branch radio buttons are enabled.
- Choose the Global radio button if you want to globally assign auto numbers. When you do so, the browse buttons, Branch indicator and Branch Name field are disabled.
- Choose the Branch radio button if you want to assign auto numbers by branch. When you do so, the browse buttons, Branch indicator and Branch Name field are enabled. Use the lookup to choose a Branch Name.
- Enter next numbers in the following fields. The last digit of the entry must be a number. If it is not, and you're assigning auto numbers by branch, the next global auto number is assigned. If you do not have global numbers defined, an auto number is not generated.
- Contract Number: Up to 10 alphanumeric characters
- Master Contract ID: Up to 20 alphanumeric characters
- Equipment ID: Up to 10 alphanumeric characters
- Choose Save.
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- If the Use Temporary Customers check box is marked in the Service Options window, the Customer Next Number field is disabled in the Auto Generate Numbers Setup window.
- If the Use Temporary Customers check box is check box is not marked and you enter data in the Customer Next Number field of the Auto Generate Numbers Setup window , when you reopen Service Management the Use Temporary Customers check box checkbox will be disabled. To re-enable the Use Temporary Customers check box checkbox, you must delete the entry in the Customer Next Number field globally and for all branches.