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author's profile photo Former Member
Former Member

Business Partner by address

Hi,

We have a need where we want to create business partner by address (or household) meaning we want to track BP by address. Even though there may be different persons living at the same address, we want to just track sales orders for the address. Additionally we want to link individuals to the address Any suggestions how we do it. I know in some industries like banking and utilities the BPs are managed by address in addition to being linked to the individuals living at the address as BP relations.

One option I was thinking was creating a BP role to capture BP by address and then link individual BPs to the address BP through the BP relationship.

Thanks

Dan

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2 Answers

  • author's profile photo Former Member
    Former Member
    Posted on Dec 15, 2010 at 03:45 PM

    Hi Dan,

    we have a similar design question, so I am wondering how you resolved your design. If you do not mind, could you share how you configured/implemented this?

    Thanks,

    Erik

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  • Posted on Dec 20, 2010 at 11:50 AM

    Hello!

    One idea is to use the BP-Type "Group" for this.

    Usually you use "Organization" for Customers. "Person" for Contact Persons or Individual Accounts.

    Group could be used for "households".

    Best regards,

    Arno

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