Automatic Intelligent Vendor Numbers in D365

#D365 #D365FO #Setup #Configuration #Automation #AccountsPayableParameters #NumberSequences #VendorGroups

Have you ever wanted to have some intelligence for your vendor numbers?

In D365 you can automate that !

I usually number my Vendors as V######, as opposed to C###### for Customers.

Occasionally I like a little more information in my Vendor number, and I can get that automatically by leveraging the Vendor Group setup.

I have the following Vendor Groups created that I want to have intelligent numbering when I create a new Vendor.

• EMP, Employee

• REL, Related Parties (owner's and such)

• TAX, Tax Jurisdictions

Our demonstration will use only EMP, the Employee Vendor Group as example.

Setup Overview

1.Setup Shared Number Sequence

2.Setup Specific Number Sequences

3.Assign Shared Number Sequence to AP Parameters

4.Assign Specific Number Sequence to Vendor Groups

Processing Overview

5.Create a new Vendor and choose desired Vendor Group

1. Setup Shared Number Sequence

Setup as exhibited and then click save.

Organization administration > Number sequences > Number sequences

2. Setup Specific Number Sequence(s)

Setup as exhibited and save.

Repeat the process for as many specific number sequences you desire.

i.e.

REL, Related Parties

TAX, Tax Jurisdictions

Organization administration > Number sequences > Number sequences

3. Assign Share Number Sequence to AP Parameters

Setup as exhibited using the sequence created in Step 1 (above) and then Save.

Accounts payable > Setup > Accounts payable parameters > Number sequences (tab)

4. Assign Specific Number Sequence to Vendor Group

Notice that a new field is available due to the setup we did in Step 1 and Step 3:

• Vendor account number sequence

Setup as exhibited assign your specific Number Sequence to the corresponding Vendor Group.

Repeat for other Vendor Groups as desired.

Then Save.

Accounts payable > Vendors > Vendor Groups

5. Create a New Vendor and choose desired Vendor Group

Create a new Vendor, and assign the Vendor Group as exhibited, then Save.

Accounts payable > Vendors > All Vendors > New

You have successfully automated creation of custom intelligent Vendor Numbers.