Display the Table of Contents
: : Associating a Business Object
Creating a business object (estimate, order, invoice) from a supplier sheet record
- From the supplier/supplier prospect record sheet, go to Edit > Create an accounting voucher.
- 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
- From the supplier/supplier prospect record sheet, go to Edit > Linked accounting vouchers.
- 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.
- Click on
and select, in the first line, the current supplier role related with the third-party you are going to define:- Third party: supplier linked to the business object, not to the invoicing.
- Third-party invoice: supplier who is charging.
- Delivery site: supplier site that receives the delivery.
- In the second line, select the third party role, check his details and enter his name.
- Add the third-party by clicking on
.
Display the Table of Contents