Our Account No. on Customer Card
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Our Account No. on Customer Card
Posted by Jason Wilder on June 9, 2020 at 2:11 pm-
We are on NAV 2018.Ā We need a field on the Customer Card where we can put a Legacy Customer Account No (Customer No. from another system) for viewing only doesn’t need to do anything.Ā We came across “Our Account No.” (field 14 on Customer table).Ā My where-used tool isn’t working right now so does anyone know if this does anything or if it is just a field to hold some data?Ā I do not see it referenced on the Customer Page at all and there is no tooltip that helps explain what this field is for.Ā I did see a post referencing Codeunit 8623 (Create D365 RapidStart Package) and Page 6408 (Workflow – Customer Entity) neither of which we use.
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Jason Wilder
Senior Application Developer
Stonewall Kitchen
York ME
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Hello Jason,
It looks like a reference/reporting field.Ā Microsoft’s documentation says:
Our Account No. Field
Specifies your account number with the customer, if you have one. You can enter a maximum of 20 characters, both numbers and letters.——————————
Lewis Rosenberg
IT Manager
Mars Fishcare
Chalfont PA
http://www.apifishcare.com
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BCUG/NAVUG All-Star
BCUG/NAVUG Board of Advisors, Chairperson
BCUG/NAVUG Programming CommitteeTwitter: @RosenbergL
LinkedIn: https://www.linkedin.com/in/rosenbergl
————————————————————————NAVUG/D365BC-Community Summit: https://na.usergroupsummit.com/home
October 6-9, 2020
Nashville, TN
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It is only used for reference as Lewis noted. What about using the Search Name field?
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Andrew Good
President
Liberty Grove Software
Oakbrook Terrace IL
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Lewis and Andrew, thanks for the reply’s.Ā We just need it for reference as we transition another systems customers into ours, so this is perfect.
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Jason Wilder
Senior Application Developer
Stonewall Kitchen
York ME
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Wing Mak
MemberJune 10, 2020 at 5:27 PM
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Wing Mak
Director of IT
City of Industry CA
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Steven Chinsky
MemberJune 11, 2020 at 10:12 AM
Jason,Nice talking with you again. The ‘Our Account No.’ field on the Customer Card is reference only. It is a great place to out your legacy Account No., as long as you are not using this in Customer Service/Collections where they enter the Stonewall Kitchens Account number at the Customer.
Thanks and Stay Safe,
Steve——————————
Steven Chinsky
Senior Functional NAV/BC Consultant
Tigunia
Mansfield MA
NAVUG All-Star, Granite Award Recipient, DCMP
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Jason Wilder replied 6 years, 1 month ago 1 Member · 0 Replies -
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