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I have entered a new customer in Dynamics 365 f-Ops. A party (global address book entry) was created automatically by the system. However, the same party is both a customer and a vendor.
I need a little help how to set up this scenario: I want to reuse the party (=global address book entry) to declare this party both customer and vendor. How to do this?
I've read some information on the Web relating to Dynamics AX 2012 but I'm not quite sure how to deal with this situation in new Dynamics 365-fOps.
Any reference to existing documentation would be helpful, any help appreciated -- many thanks in advance.
Hi, you should be able to create a vendor and a customer through the global address book. There are some specific buttons available for that creation process. Once both are setup you can link the vendor account in the customer account via the vendor field. If your customer has a negative balance you can then transfer the open balance to the linked vendor account and pay the amount if this is required. Some additional info on the total open balance of the customer and vendor can be found in the open balance form.
Hope this helps
If you have created the customer when you create the vendor with the same name it should ask you, and suggest, the address of the customer from the global address book.
Ludwig, Steven -- many thanks for your quick response. I was able to create both a customer and a vendor record and to link it to the same party. In the party record, in the Roles section I can see that this party has the role Customer for the associated customer account, and the role Vendor for the associated vendor account. This is what I wanted to achieve.
The further options proposed by Ludwig I will have to investigate in more detail the next days. Thanks for the help by now, the question is answered.
Can you please explain how you went about doing this, I have tried multiple ways to get the customer and vendor account linked and cannot seem to crack it. Any help on the process would be highly appreciated.
If you have Setup a new part, create a new vendor from the global address book.
Once this is done, create a new customer from the global address book.
Thank you very much for your response, however I have created both the vendor/customer and I want the two to be under the same ID number and I cannot link them to have the same identifying number. Each appears to be an individual customer/vendor with no association for the same client who is both a customer/vendor and I am wondering how to have the customer and venor account linked and coming up at the same time?
This is something that cannot be achieved out of the box and would require a customization to get this fully automated.
If you created the customer and vendor separately, then there will be two PartyIDs in address book, you can link them to the same PartyID using the "Change party association" hyperlink on either the vendor or customer card.
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