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NSC | Resolve Error When Automatically Generating Representing Entities

in Accounting / ERP

A user attempts to use the Automatically Generate Representing Entities option in Intercompany Preferences. The system successfully creates the representing vendors, but the representing customer records fail with the error:

“You may only change the name from the Vendor version of this record.”

The user confirmed that the required prerequisite features were enabled, vendors were generated successfully, customers were not generated, prefix changes did not initially resolve the issue, and the same error appeared in the Process Results page.

Review the setup that controls representing customer generation, especially the default status assigned to automatically created customer records.

Recommended troubleshooting steps:

Clarisa De Torres | Ask a Guru

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