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Data visibility from CDM to Receivables

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edited Jun 5, 2020 7:30PM in Receivables & Collections 4 comments

Summary

TCA

Content

Quick question -

I wonder if anyone experienced the following and how you addressed it. Here is the detail,

I create a Organization (Party) and Address (Party Site) in CDM.

Party Name: ABC

Party Site: 123 Main Street

Then I go to Receivables, query customer 'ABC' and create a Customer Account. When I create Account Site, there is no option for me to select '123 Main Street'. Instead, I have to create the site by entering '123 Main Street', which will create a duplicate HZ Location and Party Site for ABC.

Are there any way for me to select 123 Main Street (created in CDM) and use it in Receivables?

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