4
AS IS:
When creating a customer/vendor with a new number sequence is generated. The party number and account number (in different legal entitites) never match.

Example for 'Company A'
PARTY0001 - Company A (party)
ENT1CUST0001 -Company A (customer role in entity 1)
ENT2CUST0001 - Company A (customer role in entity 1)
ENT1VEND0001 - Company A (vendor role in entity 1)

Since this is all the same account (company A) it would be more logical that they all can have the same number. A lot of times the user will remember the account number and will try to look for it and expect to have the same number for all accounts (but don't want to enter it manually when creating the accounts)

TO BE:
When creating accounts the account number an party number have to be kept in sync

Example for 'Company A'
ACCOUNT0001 - Company A (party)
ACCOUNT0001 -Company A (customer role in entity 1)
ACCOUNT0001 - Company A (customer role in entity 1)
ACCOUNT0001 - Company A (vendor role in entity 1)


We have had this question on almost every customer project so would be very nice standard functionality to have.

Vendor/customer role are unique so seems possible to do with those roles. For contacts (1toN) this is not possible and not needed.
Category: Common
STATUS DETAILS
New