How to associate a customer acct with a vendor acct to offset balances

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Posted on by ploo

If a supplier (company B) sells parts to company A and also purchases resale equipment from company A, this makes the supplier both a vendor and a customer of company A.

How does Business Central setup this association to offset balances?

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Peter

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Dynamics 365 Business Central

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Dhiren Nagar 2,024 Super User 2026 Season 1 on at

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Hi,

Standard business central provides this functionality to allow consolidating the Customer and Vendor balances which has the common Company contact.

You can check the below blog and Microsoft learn link to understand how you can do so. Please follow the steps mentioned in below blog and let me know if you have any questions.

https://community.dynamics.com/blogs/post/?postid=105460e2-0f62-489c-b663-e46f79ec4691

https://learn.microsoft.com/en-us/dynamics365/business-central/finance-consolidate-customer-vendor-balances

✅ Tick the checkbox below to mark the answer as verified, if it helped resolve your question.

Regards,

Dhiren.

LinkedIn - https://www.linkedin.com/in/ca-dhiren-nagar-5079081b2/

Blog - https://dhirennagar.blogspot.com/

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