Set up multiple vendors with same name

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Posted on by Hossam Z. EL Hassan

Hi,

What is the best practice for setting up multiple vendors with the same name. Example, telecom provider is one vendor but we have multiple accounts for each different business unit. Should we create for example 10 vendors for each vendor account or do we need to create a parent child relation ship.

Please provide me the details of parent child relation ship if this is the best practice.

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Frank Hamelly | MVP... 46,625 Moderator on at

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Dynamics F&O does not have 'true' parent-child relationships. The concept of 'Invoice account' is used to create a sort of relationship between vendors (or customers) but all that really does is record a liability on 'Parent account' on behalf of 'Child account'. If that's all you need to do, then perhaps Invoice account will work for you.

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saurabh bharti 15,039 Moderator on at

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Hi ,

What I understand , you need to create multiple vendors because you have different payment account for each business unit for same vendor

1. In this case you can have multiple vendor bank account on vendor master for each business unit

2. Do not setup primary bank account on master

3. Make vendor bank account as mandatory field (Customization) or you can you personalization

For personalization, here is the process:

exploredynamics365.home.blog/.../

this works specific to users , so make this mandatory for only invoice users

4. Now when user will record invoice system will ask for vendor bank account and at that time user can select from the dropdown manually as per business unit

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Gaurangkumar Jani 4,546 User Group Leader on at

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Hi Hossam,

Can you please provide more details on the requirement?

Just to provide a simple answer, you can create multiple Vendor account (make sure you do not use the same party id) as a separate party. There is no restriction.

Thanks,

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Hossam Z. EL Hassan 22 on at

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Thanks every body.

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