Accounts Receivable > Setup > AR Customer to Supplier Link

AR Customer to Supplier Link

You use this program to create a link between a customer and one or more suppliers.

You typically define links between your customers and suppliers when your supplier is also your customer. This then enables you to use the Customer-Supplier Contra program to offset (contra) invoices between them and to process checks for trade promotions accruals using the Promotion Review program.

You use the AP Supplier to Customer Link program to create a link between a supplier and one or more customers.

Toolbar and menu

Field Description
Customer Indicate the code of the customer you want to link to a supplier.

Customer Details

The following information is included in this pane:

Field Description
Customer This indicates the code of the customer to link to one or suppliers.
Name This indicates the customer name for the customer code.
Branch This indicates the Accounts Receivable branch to which the customer is linked.
Currency This indicates the customer's currency.

Linked Suppliers

This listview displays the suppliers currently linked to the selected customer.

Field Description
Add Select this to add a supplier to the Linked Suppliers listview.

More than one supplier can be linked to a single customer.
Delete Select this icon to remove the currently highlighted supplier from the list of linked suppliers.
Save Select this to save the list of linked suppliers to the customer.
Supplier Indicate the code of the supplier you want to link to the customer.
Description This indicates the supplier's name and is displayed for verification purposes.
TPM

Select this to create a Trade Promotions Management relationship link between the customer and the supplier.

This link is required to use the Promotion Review program to post an Accounts Payable invoice for a promotion accrual value and subsequently issue the customer with a check for the invoice value.

[Note]

Irrespective of the number of suppliers you link to the customer, only one supplier can have a TPM relationship with the customer.

This option is only enabled if the customer is defined as a Trade promotions customer (Customers).

Notes and warnings

Restrictions and limits

  • Customers and suppliers can only be linked if their currencies are the same (see Customers and Suppliers).
  • You cannot use the AP Currency Conversion program for a customer linked to a supplier.

Inserting Application Help

You would typically follow this procedure to display help for the current program in a customized pane that can be pinned to the program window.

Information includes step-by-step instructions for the various functions available within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program.

  1. Open the program for which you want to insert application help into a customized pane.

    This functionality is only available for a program that has panes.

  2. Right-click any form field.

    You can also click the triangle menu icon that appears in the title area of a pane.

  3. Select Insert Application Help from the context-sensitive menu.

    The application help appears in a pane within your program. You can reposition the pane using the docking stickers or pin it to the program window.

Removing the Application Help pane

If you no longer want to display application help in a pane for your current program, you can simply remove it.

  1. Select the Close icon in the right-hand corner of the application help pane.

  2. Confirm that you want to delete the pane.