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Dear
how do i link a customer to a vendor in Dynamics AX 2012 R3 , it seems all the instruction online are for earlier versions ?
regards
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Hello Patrick,
The only link between customer and vendor accounts I am aware of is linking a vendor account to a customer in the AR customer master form, miscellaneous details tab - remittance/vendor account field. If a customer has some Money sitting on his account that you want to pay to him you can use the periodic AR function "reimbursement" to get the open amount transferred to the vendor which can then be paid via the ordinary AP payment process.
The vendor master form does not have a similar field to link a customer to.
Hope it helps,
Ludwig
I want to take opportunity by thread,
I do understand that this relationship allows us reimbursement. But, what If I want to take benefit of 'Mutual Trade' using this 'relationship between customer and vendor'
Lets suppose if I am doing business with a corporation 'ABC Company'.
'ABC Company' is my customer. At the same time 'ABC Company' is also my vendor.
e.g. 'ABC Company' is an airline-company. They buy some material from my origination usually. On other side, I buy Air-Tickets from 'ABC Company' for any traveling needs of my employees.
Now in this kind of scenario, I have a an agreement with 'ABC Company', that we will not pay to each other till 'End of year' or till a specific date.
At specific date both of parties will sit and see, whos' balance is exceeding and which party will pay.
is there any possibility to handle such scenario using Customer-Vendor Relationship?
I linked the customer to the vendor as you said but when i did a purchase order and a sales order to the same party i was not able to apply the purchase to the sales amount in order to offset them .
that was the whole reason behind linking a vendor to a customer, which is to be able to apply the AR and AP amount to each other , and offset each other
I tried the reimbursement , it didn't work ,
i got this message "No reimbursements were issued because no eligible customers with credit transactions were found."
Hi sohaib ,
Did you fine any answer to your question as i am also looking for answer ?
Not yet, i can't seem to find anything close to linking the customer to a vendor and being able to settle the AR transaction to the AP transaction unless i do it manually.
Hi Sohaib,
If your requirement is to be able to view the vendor and customer balances on the same screen, for e.g. if the vendor balance is 1000, and I want to know that as a customer they owe me 1500, this can be achieved by creating the vendor and customer from the Global address book. See the below post:
easyaxapta.blogspot.com.au/.../vendor-customer-relationship-in-ax-2012.html
Does this help?
Hi Preeti Menon,
I know this topic is quite long ago, but i have the same issue when settle AR and AP transaction using Reimbursement. I also created vendor and customer from Global address, but it didn't work.
Could you help me with more detail about the post you mentioned? Because i can not access to this blog.
Thank you so much.
Hi Preeti Menon
Thanks for the information, but the blog mentioned above does not available. Do you have any other link where I can get information about it.
Thanks
Shashikant
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