![\"\"](\"https:\/\/sagefinancialsknowhow.com\/wp-content\/uploads\/2019\/06\/Cutomser-Structure.png\")
<\/p>\nSupplier and customers are defined in Sage Financials in more than one object, and this caused some serious problems with the Account page. The good news is Sage brought in a new feature, without any mention of it in the release notes that I can see, to make this work properly.<\/p>\n
To understand the problem you need to know how the Supplier & Customer data is structured:<\/p>\n
<\/p>\n
This is a standard Salesforce object and contains information such as:<\/p>\n
This is another standard Salesforce object and every contact is linked to an Account in Salesforce. This contains information such as:<\/p>\n
This is a Sage Financials object and this is what defines an Account as a supplier or customer. A supplier is linked to a ‘Supplier’ Tag and a customer to a ‘Customer’ Tag. If you are using multi-company, each Company has its own ‘Supplier’ and ‘Customer’ Tag. As well as defining suppliers & customers the Tag holds important information:<\/p>\n
To view this information, click on the ‘Related’ tab in the Account page and scroll down to ‘Dimension Tag’ where you can click on the Name:<\/p>\n
![\"\"](\"https:\/\/sagefinancialsknowhow.com\/wp-content\/uploads\/2019\/06\/Account-Dimension-Tags.jpg\")
<\/p>\n
This opens the Dimension Tag and scroll down on the r\/h side to see the data:<\/p>\n
![\"\"](\"https:\/\/sagefinancialsknowhow.com\/wp-content\/uploads\/2019\/06\/Customer-Tag-Details1.jpg\")
<\/p>\n
Linked to the ‘Customer’ and ‘Supplier’ Tags are ‘Related Tags’ which hold data such as:<\/p>\n
When you create an invoice, it will default to these Payment Terms.<\/p>\n
![\"\"](\"https:\/\/sagefinancialsknowhow.com\/wp-content\/uploads\/2019\/06\/Related-Tag.jpg\")
<\/p>\n
Also linked to\u00a0 ‘Customer’ and ‘Supplier’ Tags are ‘Bank Accounts’. And these record contain the details used when creating the BACS payment feed.<\/p>\n
![\"\"](\"https:\/\/sagefinancialsknowhow.com\/wp-content\/uploads\/2019\/06\/Bank-Account.jpg\")
<\/p>\n
The problem is the new Account layout page combines data from<\/p>\n
So if you have an Account which is BOTH customer and supplier, or an Account which is a supplier to multiple companies, what data is it displaying???<\/p>\n
![\"\"](\"https:\/\/sagefinancialsknowhow.com\/wp-content\/uploads\/2019\/06\/Account-Financial-Details.jpg\")
<\/p>\n
And similarly with the Account Health panel – which data is it displaying???<\/p>\n
![\"\"](\"https:\/\/sagefinancialsknowhow.com\/wp-content\/uploads\/2019\/06\/Account-Financial-Health.jpg\")
<\/p>\n
At the top of the Account page you will see two\u00a0![\"\"](\"https:\/\/sagefinancialsknowhow.com\/wp-content\/uploads\/2019\/06\/Tag-Picker3.jpg\")
\u00a0icons:<\/p>\n
![\"\"](\"https:\/\/sagefinancialsknowhow.com\/wp-content\/uploads\/2019\/06\/Tag-Picker.jpg\")
<\/p>\n
If you click on these you can control which related data is displayed – eg: Customer or Supplier<\/p>\n
![\"\"](\"https:\/\/sagefinancialsknowhow.com\/wp-content\/uploads\/2019\/06\/Tag-Picker2.jpg\")
<\/p>\n
Happy days!<\/p>\n
<\/p>\n
Did you find this useful? Please\u00a0register to receive regular updates from Sage Financials\u00a0knowhow<\/em><\/a>.\u00a0<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":" Supplier and customers are defined in Sage Financials in more than one object, and this caused some serious problems with the Account page. The good news is Sage brought in a new feature, without any mention of it in the release notes that I can see, to make this work properly. What is the Problem? Read more about Issue 16: Working with a single Account for multi-companies or Supplier AND Customer<\/span>[…]<\/a><\/p>\n","protected":false},"author":1,"featured_media":769,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[4],"_links":{"self":[{"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/posts\/766"}],"collection":[{"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/comments?post=766"}],"version-history":[{"count":0,"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/posts\/766\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/media\/769"}],"wp:attachment":[{"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/media?parent=766"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/categories?post=766"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/tags?post=766"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}