Relationship Mngmnt: Hd Qrtr customer w/ multiple locations

minou_barabi
minou_barabi Member Posts: 5
edited 2004-07-27 in Navision Attain
I need to set up a headquarter company in Contacts with multiple locations, and people in each location. Right now, we are entering each location as a separate company and adding the city name to the end of the company name. For example Nokia-Santa Clara, Nokia-SF, etc.
Is there any way I can link these customers/contacts together? I tried Link to Existing Customer, but that did not work, of course.

Is this possible without customization?

Thank you in advance for your comments/feedback.

Minou
Minou

Comments

  • eromein
    eromein Member Posts: 589
    Why not?
    "Real programmers don't comment their code.
    If it was hard to write, it should be hard to understand."
  • shobha_sub
    shobha_sub Member Posts: 2
    From the contact card, go to Functions, Link with Existing - Customer. Links the contact with an existing customer/vendor/bank.

    You can also create a customer from a contact using .... Functions, Create As - Customer/Vendor/Bank.
  • minou_barabi
    minou_barabi Member Posts: 5
    Using 'Functions, Link with Existing - Customer' can only create a 1-1 link. I need to link one company head quarter (CUST-0001) to other locations (CUST-0002, CUST-0003, etc.).

    M.
    Minou
  • i4tost
    i4tost Member Posts: 208
    It is very interesting, that you are creating a lot of cards. Maybe beter solution is to create alternative addresses? Also you can use dimensions or let say business relations for contacts.
  • minou_barabi
    minou_barabi Member Posts: 5
    Thank you for your suggestions, but unfortunately neither would work. If I use alt. addresses for one contact, let's say the HQ contact, this address can not be used for sub-contacts. I'm not sure how dimensions would work here.

    Here is what I'm trying to link together:


    ....................................................................................
    > Person 1
    ...............................|
    > Location A - Company 1A
    > Person 2
    ...............................|
    ...............................|
    Co. HQ - Company 1 |
    > Location B - Company 1B
    > Person 3
    ...............................|......................................................
    > Person 4
    ...............................|
    ...............................|
    > Location C - Company 1C
    > Person 5
    ...............................|.....................................................
    > Person 6
    ...............................|
    > Person 7, etc.

    After studying Navision further, I have found out that Navision just is not capable of above requirement without customization.

    Reason for above was to eliminate repetitive data entry for different addresses for each contact.

    M.
    Minou

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