To configure auto number settings for quotes, orders, and invoices, it is essential to set auto number formats. This involves defining how the numbering of these documents will be structured and displayed. Customizing the auto number format allows organizations to establish a systematic approach to the numbering of sales documents, aiding in consistency and easier tracking.
Auto number formats can include prefixes, suffixes, and specific sequences, which can be crucial for organizational standards or compliance requirements. By setting these formats, companies can ensure that each quote, order, or invoice is uniquely identifiable and follows a recognizable pattern that can be easily interpreted by their teams and clients.
The other options, while related to different configurations in Microsoft Dynamics 365 Sales, do not specifically pertain to the setup of auto numbering for these documents. Accessing sales security settings focuses on user permissions, managing business data pertains to data import/export functionalities, and configuring fiscal years relates to financial periods rather than document numbering.