[Mary Mallazzo]

Hello
We see in Sales that there is a transaction type of “customer/vendor transaction”…help is very vague regarding the use of this transaction.  How do people use this?

Thank you

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Mary Mallazzo
Fromkin Brothers
Edison NJ
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[Matthew Arp]

Here is some information you might find useful.

https://community.dynamics.com/gp/b/gpjanakiram/archive/2009/07/18/customer-47-vendor-transactions

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Matthew Arp
Business Systems Developer
Hunton Group
Houston TX
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[Mary Mallazzo]

thank you

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Mary Mallazzo
Fromkin Brothers
Edison NJ
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[Amber Bell]

I wrote up this GPUG Tech Tip to show how to set this up:

Customer/Vendor Consolidations Tech Tip

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Amber Bell
Training Dynamo LLC
Email: amber@trainingdynamo.com
Website: http://www.trainingdynamo.com
Twitter: @trainingdynamo
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[Charles Allen]

In short, you might have a situation where a company is both a customer and a vendor. Let’s say the customer owes you $100 but you owe the vendor $200. You can use the Vendor/Customer Consolidation to move the $100 to the vendor side, reducing your liability to the vendor.

 

 

Charles Allen

Senior Managing Consultant | BKD, LLP

BKD Technologies

Office 713.499.4629

Cell 713.494.2104

 

 

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——Original Message——

Hello
We see in Sales that there is a transaction type of “customer/vendor transaction”…help is very vague regarding the use of this transaction.  How do people use this?

Thank you

——————————
Mary Mallazzo
Fromkin Brothers
Edison NJ
——————————