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Former Member

agents link to customer


This is Prasad , now i am in implementation project,,, its yarns manifacturing industry,, here all the orders book the agents,, and under the agents there is a numbers of customers,, my client is asking that once if he click agent automatically what ever the agents having the customer by area wise has to display.. then hwo i can configer this pricess.. please help any one


Prasad .s

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  • Posted on Apr 01, 2011 at 07:50 AM

    As you said that all Order are book t hru Agents, here what I think of as on now:

    Make all the Agents as Sold to Party & Customers as Ship to Party.

    Now in the Customer Master of Agent, assign all the end customers as Ship to Party.

    Now where you create a Sales Order & Enter the Sold-to-Party code (Agent) system will display list of all the Ship-to-Party assigned to that Agent on the Respetive Sales Area...

    Accordinly Bill-to-Party & Payer can be Agent or End Customer as the case may be...

    Hope this helps...


    Jignesh Mehta

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