Organisation Relationship Maintenance

Use the Relationship list on the Organisation Maintenance form to define your own list of values. For each relationship you define, you must indicate the type of relationship.

You can select one or more relationship types:

Customer - The organisation is linked to an AR customer.
Reseller - The organisation is available for selection in the various reseller fields.
Supplier - The organisation is linked to an AP supplier.
Other - This option has no specific influence on code. Use it to define a number of relationships to classify the organisations you deal with — for example, prospects.

The general CRM user should not have access to maintain organisation relationships. The list of relationships should be limited to a meaningful, non-duplicate list of items to ensure that it adds value.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Code

Enter the unique code for the organisation relationship.

Description

Enter a description of the organisation relationship.

System Entry

The super user (system administrator) can select or deselect this field. If this field is selected, only the super user can edit it.

Customer Relationship Type

Select this option if organisations of this relationship type are also Accounts Receivable customers. If you select this option, the organisation to AR customer link on the Organisation Maintenance form is mandatory for all organisations of this relationship.

Note: If organisations of this relationship type are both customers and resellers, you must select both the Customer and Supplier options.

Reseller Relationship Type

Select this option if organisations of this relationship type are Resellers. You can select all organisations with a relationship type of Reseller in the Reseller search field on multiple maintenance forms in CRM.

Supplier Relationship Type

Select this option if organisations of this relationship type are also Accounts Payable suppliers. If you select this option, the organisation to AP supplier link on the Organisation Maintenance form is mandatory for all organisations of this relationship type.

Note: If organisations of this relationship type are both customers and resellers, you must select both the Customer and Supplier options.

Other Relationship Type

Select this option if the relationship is for organisations that are not:

Customers
Suppliers
Resellers

Other is used for prospects, competitors, and the like.