You can plan ahead to establish meaningful customer names or numbers that will help you get the most of the reports you generate. For instance, if you want to run reports for a specific range of customers, you must set up your numbering scheme to ensure that only the customers you want fall into the range.

Customer numbers must be unique and can be any combination of numbers, letters, and/or special characters, up to 50 characters long. You can either create your own numbering scheme or allow Denali to assign custom numbers.

We recommend that you create your own numbering scheme because it can be more meaningful and easier to remember. This can be the customer’s organization name and ZIP Code, telephone number, or any other identification system.

If you want Denali to assign customer numbers, select the Use Last Customer Number check box on the Defaults tab of the AR Module Preferences window and enter the last customer number on which to base the next customer number.