On Thu, Dec 29, 2011 at 3:02 AM, Erik Huelsmann <[email protected]> wrote: > Hi, > > Working my way through the application and the mailing list, I've seen > the rationale behind the change in customer/vendor registration > between 1.2 and 1.3 be explained as "you can now create customers and > vendors within one company" i.e. you can deliver to one part and buy > from another part of the same company. > > My question comes from trying to match the above statement to the > Company and Account screens in the AR module. In that module, the type > of entity is defined in the "Company" tab. If a single company > (entity) can serve both as a customer and a vendor, why is the type > defined on the company tab? I'd expect it on the 'account' tab, since > then I would be able to create customer and vendor 'accounts' within > one company.
The current workflow to add a customer account to a vendor account (could be done vice versa using the other screens) is: AR/Customers/Add Customer Enter entity control code for vendor. Click 'Retrieve.' Enter account details, etc. > > > > Side note: if companies can be customers as well as vendors, should > they not be considerd "business relations", deserving their own > toplevel menu? After all, they're no longer AR or AP items. They only > have roles as such? We might want to think about this. I am trying to make it feasible to make person as well as company fit there. A larger question is what workflows *should* be instead if what they are. We may indeed want customer/vendor relationship management stuff built into top level menus, and I am certainly not opposed to addons (or even core modules in future versions) accomplishing this. Best Wishes, Chris Travers ------------------------------------------------------------------------------ Ridiculously easy VDI. With Citrix VDI-in-a-Box, you don't need a complex infrastructure or vast IT resources to deliver seamless, secure access to virtual desktops. With this all-in-one solution, easily deploy virtual desktops for less than the cost of PCs and save 60% on VDI infrastructure costs. Try it free! http://p.sf.net/sfu/Citrix-VDIinabox _______________________________________________ Ledger-smb-devel mailing list [email protected] https://lists.sourceforge.net/lists/listinfo/ledger-smb-devel
