Creating a Customer as a Vendor

[former_member594505]

Hello:

In SAP Business One, a customer is going to purchase goods from our client and - in some cases - sell items back to our client. Is the best way to handle this, then, to create this customer as both a customer and a vendor?

Thanks!

John

[zal_parchem2 · Accepted solution]

Hello John - here you go...you will need to set up both a Customer and Vendor, however in SAP B1, you can connect them for SOME reporting and review...

1. Set Up a Customer Master Data Record - say "C0001 - Zal's Studios".
2. Set Up a Vendor Master Data Record - say "V0999 - Zal's Studios".
3. Go to the Customer Master Data Record and find the field called "Connected Vendor" in the lower lef-hand corner of the Accounting Tab and select "V0999".
4. There are several places where this will show - i.e., Dunning, Agings, and I think for Internal Reconciliation (maybe more???).

There was a great video on this, but I cannot seem to find it - go ahead take a look in YouTube - not sure why it is gone.

Regards, Zal

[former_member186605 · Accepted solution]

Thanks a lot Zal, Dear all,
For the record and as a reference, some information on this case. I must admit it's not easy to find reliable information on that topic. The function described by Zal has been introduced with the 9.2 PL04 patches and is pretty well documented in Top ReSolutions for SAP Business One 9.2, page #54. There are also references to two SAP Notes, maybe not perfect in this format.
Apparently it's not included in the corresponding section in the current online help, we're just checking why.
But it's covered in the SAP Business One Academy on SAP Learning Hub, e.g. in the Learning Journey for SAP Business One 9.3, under B1_SALES, Sales - A/R, there's an Online Course featuring Customers and Customer Groups, like this on page #14:

Unfortunately, we couldn't find a video about this topic.
I’ll try my best to address this case internally, we need to simplify the search on such specific topics.

Hope this helps.

[former_member594505]

Thank you, Zal!!!

John

[former_member594505]

Hi Ankur:

I apologize. But, I'm having trouble understanding.

Would you mind explaining, further?

Thank you!

John

[ankurch]

Hey John

Just create a customer and maintained in the general data of a vendor, system will update the same in customer master record automatically!

thanks,

[kothandaraman_nagarajan]

Hi,

Yes, you can create customer and vendor for same Business partner partner data.

Regards,

Nagarajan