Overview The Auto Number functionality allows users to configure auto numbering on an Attribute for a specific Entity within Dynamics 365.

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1 Overview The Auto Number functionality allows users to configure auto numbering on an Attribute for a specific Entity within Dynamics 365. An Auto Number Header will need to be created. This allows you to define the required Entity and Attribute that the autonumbering should be applied against. Once the Auto Number Header has been created, you then need to define the required Auto Number Components against it. The Auto Number Component is used to specify the Type of entry that is being used to auto number the Attribute i.e. Number, Date, Time etc. Multiple components can be setup against one Auto Number Header to build up the required auto number. Auto Number Headers In order to use the Auto Number functionality, an Auto Number Header will need to be created. This allows you to define the required Entity and Attribute that the autonumbering should be applied against. You will need to use the Advanced Find functionality in order to access the Auto Number Header area. Select the New Autonumber Header button to create a new entry. The fields should be completed as described below:

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3 1 Entity Logical In the field with the arrow, select the required Entity from the dropdown list. Name 2 Autonumber Attribute Once you have selected an Entity, in the field with an arrow in it, you should select the required Attribute from the dropdown list. 3 Component Separator The option selected here should be the field that the autonumbering needs to be applied against. If you are defining more than one component against the Auto Number Header, then you will need to specify here which character is required to separate them i.e. a dash or a comma etc. 4 Header Status This field displays the current status of that Auto Number Header record. This will either be Active or Draft and just needs to be manually changed. 5 Last Sequence No Note Only one record can be Active for each different Entity. This field is non-editable and if one of the Auto Number Components (which is linked to that Header) has the Type of Number defined, then this field will display the last number populated against an Entity. 6 Owner This field is non-editable and will automatically display the name of the user that created that record. Once all the fields have been completed, you will need to save the record before you can create the Auto Number Component records. Auto Number Components Once the Auto Number Header has been created, you then need to define the required Auto Number Components against it. The Auto Number Component is used to specify the Type of entry that is being used to auto number the Attribute i.e. Number, Date, Time etc. Multiple components can be setup against one Auto Number Header to build up the required auto number. Select the + button in order to add a new component record.

4 Click on the Search button and then click on the New option. The below Page will then be displayed: The fields should be completed as required. 1 Name In this field, enter in a name for the component record. 2 Type In this field, you will need to select the entry type that will be used to create that component record. Depending on the option selected, additional fields will be displayed on the Page which allow you to define the required format for that type. The options to choose from are: Fixed String If you select this option, then a fixed value will always be entered when creating an auto number for the Attribute. For example, you may want to prefix the value with XXX. Date If you select this option, then the current date will be used when creating an auto number for the Attribute. Time If you select this option, then the current time will be used when creating an auto number for the Attribute. Number If you select this option, then a number will be used when creating an auto number for the Attribute and will be incremented each time it is used. The last number used will be displayed in the Last Sequence No against the Auto Number Header. Random String If you select this option, then a random string value will be used when creating an auto number for the Attribute. Entity Attribute If you select this option, then the value from another Attribute on that Entity will be used when creating an auto number for this Attribute. 3 Autonumber Header This field will default to the Entity defined against the related Auto Number Header. 4 Order If you are defining multiple components, then this field can be used to specify the order they should be utilised when creating the autonumber. 5 Owner This field is non-editable and will automatically display the name of the user that created that record. Once all the fields have been completed, you will then just need to Save the record.

5 If you are defining multiple components against that header record, then you will need to repeat the same process for the other components. Utilising the Auto Number Functionality Once all the setup has been completed and the Header Status field has been changed to Active against the Auto Number Header, when a new record is created and saved in the defined Entity, the defined Attribute will be automatically updated with the required Auto Number value.