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"child of" in customer/vendor records

edited Dec 23, 2019 11:04PM in Accounting / ERP 1 comment

Our sales team has been creating vendors records from customer records, and vice versa- using the info tab within the customer/vendor record. 

IE- Customer record-edit-info-other relationship-new-vendor.

What seems to be happening is that when the customer is a "child of" - as soon as the records are connected, the "child of" now associates with the vendor record.  Since vendor records have no correlation with child of status, it is causing a bit of a problem.  Child of records always begin with the parent name, and this parent name is now carrying to the vendor, and cannot be removed.

the customer 20:Televoip Cards now has a vendor associated as 20:Televoip Cards, instead of just Televoip Cards.

~angela

Angela Bayliss

Jade Global - SW Florida

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