Greetings all,
Here's my scenario: I have a single database with multiple companies.
I have the multi-site management module installed. In each company, I
have already set up a customer that has the same ID and has quite a bit
of sales history. This customer does business with each company. I
would like to be able to link these customers in each company together
so that I can begin utilizing the global credit checking functionality.
For example, Dalton Mfg exists in each company as DALTON. In company A
they have a credit limit of $50K and company B they have a credit limit
of $40K. However, I want to set a global credit limit for this customer
of $75K.
Detailed Help doesn't exist on this topic and the few documents I've
received from support did not do the trick. Has anyone on 6.1 utilized
this functionality? If so, can you describe the steps you took to make
this happen?
Thanks,
Mike Lowe
Corporate I.T. Manager
Connor Manufacturing Services
Direct: (949) 713-3328
Fax: (949) 666-5268
Cell: (949) 973-7621
Skype: Mike.Lowe
Email: MLowe@... <mailto:MLowe@...>
Web: www.connorms.com <http://www.connorms.com/>
[Non-text portions of this message have been removed]
Here's my scenario: I have a single database with multiple companies.
I have the multi-site management module installed. In each company, I
have already set up a customer that has the same ID and has quite a bit
of sales history. This customer does business with each company. I
would like to be able to link these customers in each company together
so that I can begin utilizing the global credit checking functionality.
For example, Dalton Mfg exists in each company as DALTON. In company A
they have a credit limit of $50K and company B they have a credit limit
of $40K. However, I want to set a global credit limit for this customer
of $75K.
Detailed Help doesn't exist on this topic and the few documents I've
received from support did not do the trick. Has anyone on 6.1 utilized
this functionality? If so, can you describe the steps you took to make
this happen?
Thanks,
Mike Lowe
Corporate I.T. Manager
Connor Manufacturing Services
Direct: (949) 713-3328
Fax: (949) 666-5268
Cell: (949) 973-7621
Skype: Mike.Lowe
Email: MLowe@... <mailto:MLowe@...>
Web: www.connorms.com <http://www.connorms.com/>
[Non-text portions of this message have been removed]