I was talking to a client yesterday who wondered if there was a quicker way of creating a new Supplier based on an existing Customer record, for the purpose of remittances.
Whilst it’s not a single click, going via the Global address book is the cleanest means to do this, as it effectively links all of the common data. I’ll talk you through the simple steps in this post.
Create a supplier from a customer
- Find the Customer record that you wish to add a supplier for.
- Click on the Customer Name field. This will take you to the Party record in the Global address book:
- On the Action pane, click Party > New > Supplier.
- N.B. You could also scroll to the Roles FastTab, just to double-check there isn’t already a linked Supplier.
- This will immediately generate a new supplier record. You will need to populate any mandatory fields, e.g. Supplier group:
- Now navigate back to your Customer record, open the Miscellaneous details FastTab and under Remittance > Supplier account, select your newly created Supplier.
- N.B. You could also return to the Party record, scroll to the Roles FastTab, and see evidence of your newly-linked Supplier.
Conclusion
I hope this helps at least one person out there who might currently be creating Customer-Suppliers using a more manual approach. Although this is technically five steps (give or take), I actually think it’s quite quick and efficient.
As an aside, it does surprise me that when creating a new customer-supplier netting agreement, the Supplier account is not automatically populated with the Remittance account. Maybe that will come as this new feature settles in… or maybe there’s a good reason not to have the system do this, that someone can suggest?
