Intercompany Vendor and Customer can be created by creating a relationship between the two intercompany records.
Whenever the intercompany vendor and customer is created, the 'Active' checkbox should be checked in the 'Miscellaneous details' tab of the Vendor / Customer record. However, this is a non-editable field and hence cannot be checked manually by the user.
To check that 'Active' checkbox and form an intercompany relationship, a user should navigate to 'General' tab of the customer / vendor record and click the 'Intercompany' button in the ribbon. This will open up an intercompany form, where an intercompany relationship can be formed.
User will have to check the 'Active' checkbox and then will have to select the company and the appropriate intercompany customer / vendor record from the drop down, of the selected company.
Note : One very much important thing to note here is the 'Remove relationship' button at the top. Suppose you no longer need the relationship between the intercompany customer /vendor and so you decide to uncheck the 'Active' checkbox. However this will just make the relationship inactive, but the relationship will still be there. This will mean that, even if the relationship is inactive, you will not be able to link that record with other intercompany customer / vendor. Hence if you are sure that the relationship is no longer needed, always ,make sure that first, you uncheck the 'Active' checkbox and then click the 'Remove relationship' button to completely delete the relationship.
Whenever the intercompany vendor and customer is created, the 'Active' checkbox should be checked in the 'Miscellaneous details' tab of the Vendor / Customer record. However, this is a non-editable field and hence cannot be checked manually by the user.
To check that 'Active' checkbox and form an intercompany relationship, a user should navigate to 'General' tab of the customer / vendor record and click the 'Intercompany' button in the ribbon. This will open up an intercompany form, where an intercompany relationship can be formed.
User will have to check the 'Active' checkbox and then will have to select the company and the appropriate intercompany customer / vendor record from the drop down, of the selected company.
Note : One very much important thing to note here is the 'Remove relationship' button at the top. Suppose you no longer need the relationship between the intercompany customer /vendor and so you decide to uncheck the 'Active' checkbox. However this will just make the relationship inactive, but the relationship will still be there. This will mean that, even if the relationship is inactive, you will not be able to link that record with other intercompany customer / vendor. Hence if you are sure that the relationship is no longer needed, always ,make sure that first, you uncheck the 'Active' checkbox and then click the 'Remove relationship' button to completely delete the relationship.
Thanks
Sarang
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