If you click the field help on Customer ID, it says:
“Enter the name of this customer, prospect or lead the way it should appear in all lists and on the Pay to the Order of line of checks.
If you use Auto-Generated Numbering, the customer number or code fills here. Enter the customer name in the Company Name field.”
Customer ID and Company Name to be displayed on the header of Customer record is dependent on the autogenerated number setup.
When Autogenerated Number is enabled for Customer Document Number, the Company Name will be populated on top of the Customer record and it will be displayed along with the Customer ID on the transaction’s Customer field dropdown
, per investigation when you navigate to Setup > Company > Auto Generated Numbers > Entities tab > Customer field and Enable checkbox is F or not ticked, this is the reason why on your transactions only the Customer ID is being shown on the customer drop down. It is the normal behavior of the system that it will only show the Customer ID on the drop down when the Enable check box is disabled.
Result: Customer ID should be now affixed to the Company Name on the face of the record and transactions (highlighted above).
Moving forward, if Allow Override = T, you can still input your own external customer ID as long as Auto = F:
Enabling the Auto-Generated Numbers for Customer again, and checking the Allow Override checkbox will only allow you to display the Name again that disappeared.
What I meant on “If you don’t want to enable the feature again and want to display the Name only, you can edit the Customer record, but you have to change the Name of the Customer to remove the Company ID, minor change can do.” is that you have to completely change the Name of the Customer to remove the Company ID.
To correct this, or to display the Name again, you have to enable the Auto-Generated Numbers for Customer again, and check the Allow Override checkbox.
Navigate to Setup > Company > Auto-Generated Numbers
Set Customer = T
Set Allow Override = T
Put the Customer record on Edit mode
Save without changes made
Actual result:
The Name will now be displayed together with the Company ID.
Refresh the Invoice created, and the Name will also be displayed.