Customer · Relationships
Who acts for whom. A parent that pays a subsidiary, a buying group, a guarantor — and whether the exposure rolls up.
Where to find it
- Module: CRM
- Group: More
- Section: Reachable by link
- Screen: Customer · Relationships
Address in the console: /crm/customer-relationships
List · 9 columns · 8 fields on its form · 3 of them required
This screen carries no tile on the module page. It is reached from the record it belongs to, from a saved view, or by its address.
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| From | Code | from_account_no |
| Name | Text | from_account_name |
| Relationship | Status | relationship |
| To | Code | to_account_no |
| Name | Text | to_account_name |
| Rolls up credit | Yes or no | rolls_up_credit |
| Share % | Text | share_pct |
| In force from | Date | effective_from |
| Until | Date | effective_to |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| From account required | Choice | Looked up from existing records | |
| Relationship required | Choice | pays_for, bills_to, ships_to, guarantees, parent_of, buying_group_for, agent_for, franchisor_of, shares_credit_with | |
| To account required | Choice | Looked up from existing records | |
| Exposure rolls up | Yes or no | A guarantor carries the guaranteed balance against its own limit. A credit check that does not know this does nothing. | |
| Share % | Number | ||
| Notes | Long text | ||
| In force from | Date | The date this version of the row takes effect. Leave it as today unless you are dating a change ahead. | |
| Until | Date | Leave empty for open-ended. Setting it ends this version rather than deleting it. |
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.