From this forum I was able to use the Global Address Book to set relationships between customers and vendors. Now that I have that, how can I use it?
I created a relationship type called Affiliate between 2 organizations. I was able to connect them. Now, how do I go about reporting on that or knowing that relationship exists? I am a little lost here.
TIA
Hi Tia,
Can you explain your requirements about reporting?
Yes. There are around 50 subsidiaries reporting to corporate. Each one runs its own business. For corporate reporting we need to know the total spend and credit exposure for each customer and the total spend for each vendor and in some cases a vendor in one subsidiary is a customer in another. There is also and acquisition process where several new subsidiaries are added each year.
So simply we need to know that customer Fran Systems in 3 different subs is the same company so we can consolidate reporting.
Hi fparker61,
For this type of reports, you would need to create custom reports or use PowerBI. When the customers and vendors use the same Party reference (Global address book), you can use the party ID for your custom reports.
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