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Selecting Customer When Auto-Generated Numbering is ON

edited Dec 23, 2019 11:02PM in Accounting / ERP 5 comments

Once Auto-Generated Numbering is turned ON for Customers, is it possible to select/search for a Customer by name in the Customer field for transactons like Sales Orders and Invoices?

If so, how do you configure NetSuite to do this?

In testing Ver 2007.0, the Customer field is a drop-down list of Customers showing both the number and the name, but you can only select using the KB by typing in the Customer number. Typing in the Customer Name doesn't find anything.

In a different Ver 11.0.6 account, there is NO drop-down. You can type in the first few chars and TAB to get a short list of names. And, there is a button on the end of the Customer field that provides a list of options for finding the customer:

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