Discussions
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Please note that on Saturday, April 11, 2026, at 8:00 PM Pacific time, our Case Management System will undergo a scheduled maintenance for approximately 30 minutes. During this time, case creation via SuiteAnswers will be unavailable and inbound calls will be routed to Customer Service.
How do I add my existing vendor as a customer and vice versa?
We have a checkbox that says "vendor to customer" that doesn't seem to do anything when it is checked. Often times, my vendors become customers and customers become vendors. How do I make the system recognize this?
Thank you
0