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TOPIC: Business Purpose for Customer
#3509
Charlie (User)
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Business Purpose for Customer 11 Years, 9 Months ago  
Hello Hasan,

I was viewing the Enter Customer video when I noticed that there is a Option to make a Customer Site/Address assigned to be the Primary BILL-TO address.
.
Can you assign a Primary BILL-TO purpose to only 1 Customer or 1 Customer Account ?
Seems like I was able to create a Primary BILL-TO to 2 Addresses that belong to different Customer Accounts.
.
Is that possible ?
What is the restrictions regardnig defining an Address as the Pirmary BILL-TO ?
Is the restriction based on 1 per Customer or 1 per Customer Account ?

I'm a bit confused here.

Thank-you
 
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#3521
handsonerp (Admin)
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Re:Business Purpose for Customer 11 Years, 9 Months ago  
You can only have one active, primary business purpose for each customer.
Lets say a customer has 10 addresses in the system.
Only one of the 10 addresses could be primary Bill-To address for this customer.
Only one of the 10 addresses could be primary Ship-To address for this customer.
 
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#3522
Charlie (User)
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Re:Business Purpose for Customer 11 Years, 9 Months ago  
Thank-you

That's what I thought.
However, I was able to create 1 Customer
For this 1 Customer I created 2 Accounts.
Then I create 1 Customer Site/Address for each Account.
.
Later I went back to see the Customer Site/Address and noticed that both Customer Sites had a BILL-TO and the value PRIMARY was assigned to this Customer Site.
.
The only thing that was strange about this is that when I tried to exit out of the 2nd Customer Site, I was getting an ERROR.
.
Anyway. thank-you for verifying.
I agree with your assessment.

Cheers :)
Charlie
 
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