Re: Customer/Vendor creation question

[Chris Travers <..hidden..>]

On Thu, Dec 29, 2011 at 3:02 AM, Erik Huelsmann <..hidden..> 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