Unlink Organisation from AR/AP

If an organisation is defined as a customer or supplier or both, then the organisation is linked to an existing Accounts Receivable customer or Accounts Payable supplier.

To break this link to Greentree Desktop, unlink the organisation and the Accounts Receivable customer or Accounts Payable supplier. Use the Unlink Org from AR/AP form to break this link by re-defining the organisation relationship. You can select a non-customer type Relationship from the list of relationships and save the record.

When you select:

• Org to Customer unlink - If the linked customer has transactions against it or the linked customer has sales orders against it, Greentree Desktop displays a warning but you can still unlink the organisation and customer.
• Org to Supplier unlink - If the linked supplier has transactions against it or the linked supplier has purchase orders against it, Greentree Desktop displays a warning but you can still unlink the organisation and supplier.

Code

Select the organisation to unlink from the Accounts Receivable customer from the dropdown list. Selecting the organisation code fills in the Alpha and Name fields.

Alpha

Select the organisation. Selecting the Alpha code fills in the Code and Name fields.

Name

Select the organisation to unlink from the Accounts Receivable customer from the dropdown list. Selecting the Name field fills in the Alpha and Code fields.

Relationship

To unlink the organisation from the Accounts Receivable customer, you must re-define the organisation's relationship. Select the new relationship from the dropdown list:

• Prospect - A possible client, most probably an organisation with whom you have picked up a lead. You can distinguish your potential customers from your current customers.
• Supplier - Supplies a product or service to your company.
• Reseller - An organisation that sells your products/services on behalf of your company.
• Other types - Non-customer relationships set up by your administrator.

Current Customer

These fields are filled when you select the organisation that must be unlinked. These fields are filled with the detail of the Accounts Receivable customer linked to the organisation.