Auto-Generate Codes When Duplicating or Converting


Big Business includes Auto-Generate Codes features so that Duplicating a card or Converting (e.g. from Contact to Customer) will assign a new Code, such as Item Code, Vendor Code, or Customer Code.

This Solution describes the new behavior. (5905)






Big Business includes the option to Auto-Generate Codes for new:
• Customer Cards - set in the Customer Prefs
• Vendor Cards - set in the Vendor Prefs
• Item Cards - set in the Item Prefs

In the Prefs, you click the Auto-Generate checkbox and enter the Next Number and Big Business automatically assigns the next number to the next new card.

When you Duplicate an existing card, Auto-Generate Codes will assign the next number to the new card created by duplication.

When you Convert a Contact to new Customer or Vendor Card, Auto-Generate Codes will assign the next number to the new card created by conversion.



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