Managing the Business links view of a customer or prospect

DMF	191517 WEB PORTAL ORGANIZATIONS & CONTACTS SHOW CUSTOMER BUSINESS LINKS TAB 191519 WEB PORTAL ORGANIZATIONS & CONTACTS SHOW PROSPECT BUSINESS LINKS TAB

Important

This feature requires the feature flag Portail ventes Domain > Liens Gestion Crm Label.

A business link is used to link a customer or prospect to another customer or prospect. There are 2 business links that affect Akuiteo functionally:

The ordering customer / customer to bill business link. It is used to select a customer to bill different from the main customer on sales objects.

Example

Customer A places an order that will be billed to its partner, Customer B. In that configuration, Customer A is the ordering customer and Customer B is the customer to bill.

On Customer A's record sheet, I then create the following business link:

Link type with the code DONORDRE for Customer A;
Link type with the code CL_A_FACT for Customer B;

On the order placed by Customer A, I will then be able to select Customer B as the customer to bill.

The ordering customer / delivery site business link. It is used to select a delivery site at a customer different from the customer on the quotation.

Example

Customer A places an order that will be delivered to its partner, Customer B. In that configuration, Customer A is the ordering customer and Customer B is the delivery site.

On Customer A's record sheet, I then create the following business link:

Link type with the code DONORDRE for Customer A;
Link type with the code SITE_LIV for Customer B;

On the order placed by Customer A, I will then be able to select a delivery site at Customer B.

Important

A business link must always contain a link type with the code DONORDRE.

Reference

For more information about business link types, refer to Link types.

Creating a business link

Creating an ordering customer / customer to bill business link

Prerequisite: The link types with the codes DONORDRE and CL_A_FACT must be created.

From the Business links view, click on + Business link on the right.

In the Customer or Prospect section, select the Link type corresponding to the customer or prospect.

In the Linked third-party section, specify the information:

Field	Description
Customer and Prospect.	Check Customer or Prospect depending on the type of third-party to be linked. Then specify this third-party in the relevant field. The help list is displayed after typing at least 3 characters.
Link type	Specify the link type desired for the linked third-party. The drop-down list displays link types set up on the company used for connection and the ***** company.
Default	Check this option if you want the third-party to bill to be specified by default on sales objects of the ordering party. Note There can only be one business link by default on a customer/prospect record sheet.

Field

Description

Customer and Prospect.

Check Customer or Prospect depending on the type of third-party to be linked.

Then specify this third-party in the relevant field. The help list is displayed after typing at least 3 characters.

Link type

Specify the link type desired for the linked third-party.

The drop-down list displays link types set up on the company used for connection and the ***** company.

Default

Check this option if you want the third-party to bill to be specified by default on sales objects of the ordering party.

Note

There can only be one business link by default on a customer/prospect record sheet.

Click on Validate.

The business link is created.

Creating an ordering customer / delivery site business link

Prerequisite: The link types with the codes DONORDRE and SITE_LIV must be created.