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Shorten the "Customer Field" on a transaction
Hello,
We use jobs (projects) to track as a method to track the activities and transactions related to a job. Customers & sub-customers are assigned an automatic ID as well as new jobs are auto numbered (JC99999). So the relationship to the customer is like this;
Customer: AA0000 My Customer
Sub-Customer: AA0000:01 My Sub-customer
Job (Project): JC00000
This has served us very well for a long time, but brings a couple of issues.
When we create a purchase order for example, the custom form we use includes the customer in the form of "AA0000:01 My Customer : Sub Customer : JC0000" on each line. See the attached image as an example.
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