: : Associating a Business Object

Creating a business object (estimate, order, invoice) from a supplier sheet record

  1. From the supplier/supplier prospect record sheet, go to Edit > Create an accounting voucher.
  2. Select the type of object you want to create. The object creation window is displayed. The information about the supplier/supplier prospect is pre-filled in the business object itself.

Reminder:an opportunity is created from a Supplier Prospect record sheet.

 

Viewing the business objects linked to the supplier/supplier prospect

  1. From the supplier/supplier prospect record sheet, go to Edit > Linked accounting vouchers.
  2. Select the type of object and start the search.

 

Creating Business Objects Association

If you want to know which third-party is associated with the business object, you can display it from the supplier/supplier prospect record sheet under the Management Links tab.

  1. Click on and select, in the first line, the current supplier role related with the third-party you are going to define:
  1. In the second line, select the third party role, check his details and enter his name.
  2. Add the third-party by clicking on .