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Relationship Types
Getting Started > Setting Up a New Company > System Setup > Relationship Types

Glossary Item Box

Introduction About:

Relationship Types are used to indicate the relationship of one entity to another.

 

Terminology Steps:

Define Relationship Types

  1. Go to the System Manager module.
  2. Select Relationship Type under the Maintain menu. The Relationship Type setup form is displayed.
  3. Click New button to add a new line.
  4. Enter source e.g. Partner in the Relationship Type column.
  5. Click the Active checkbox.
  6. Save the details before closing the Relationship Type setup form.

 

How To How To:

ShowSet up customer or supplier relationships

See Also: Working with Customer Module > Manage Customers > Edt/maintain customer billing information > Manage customer relations | Working with Supplier Module > Manage Supliers > Edit/Maintain supplier information > Manage supplier relations

 

ShowInactivate a relationship type

  1. In the Relationship Type setup form, select the relationship type in the list.
  2. Uncheck the Active checkbox.
  3. Save the details before closing the Relationship Type setup form.

 

ShowDelete a Department

Note that relationship types that are not assigned to any customer or supplier relationship may be deleted.

  1. In the Relationship Type setup form, select the relationship type to delete.
  2. Click on the Delete option in the toolbar menu.
  3. Choose Yes in the prompt to delete.

 

Next Steps Next Steps:

Set up customer or supplier relationships. See Also: Working with the Customer Module > Edit/maintain customer billing information > Manage customer relations | Working with Supplier Module > Edit/maintain supplier information > Manage supplier relations

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