One time customer /Vend or Functionality Usage

Finance and Operations/AX User Forum
1

Hi Masters,

Of course this is question seems to be a silly question to experts,

but when it comes to me not able to understand about the usage.

In Accounts receiveble / accounts payable there is a field called One time Customer / One time vendor .

Even i gone the through the manuals i could not find any practical example on this .

so could any expert share about this use with a practical example .

Thanks in advance

2

There are no silly questions!

Define a vendor record as a one time vendor. Setup the onetime vendor settings in the parameter Create a new purchase order and tick the one time vendor, this will copy in all of the settings from the defined vendor and create a new record flagged as a one time vendor. The idea is for ad hoc purchases where you do not have a vendor set you can define them as a one time supplier and use the generic settings of the default you have supplied. Think of it as a short cut vendor!

3

Hi,

Can I also use the One time Vendor in invoice journal, the same way in PO? I can’t seem to find where the one time supplier check box is.

Thanks!

4

No because it is a financial liability so needs to be a proper vendor (altough I have not opened the form to see where you are). The one time ultimately creates a proper vendor.

5

Do you know if it is possible to send interest notes to one time customers?

(Several interest notes to serveral customers although it is one customer number)

Best Regards,

Ulrika

6

Hi Tina,

You can find the one time supplier check box in setup>parameters>general tab>vendor field of Accounts Payable

Artata

7

when u say onetime customer each customer will have his own customer number. you can not have several customers with one customer number.

8

Hi Tina,

Yes you we can setup this One-time supplier or One-time customer at various levels. They are :

  1. At AP Parameters > General (tab) > Vendor field group > Specify one time supplier. & AR Parameters > General (tab) > Customer field group > Specify one time customer.

  2. For One-time Customer setup at Customer form (Customer form> General (tab)> In administration field group> Select check box One-time customer)

  3. For One-time Vendor setup at Vendor form (Vendor form > Details (tab) > Vendor Profile field group> Select check box One-time vendor)

  4. At Sales Order form: Go to SO form> select SO> Click on Header - General (tab)> Sales order field group > One-time customer.

  5. At Purchase order form: Go to PO form> select PO> Click on Header - General (tab)> Purchase order field group > One-time supplier.

Sarathy

9

Yes, it would be possible. One time customer only indicates how it was made (on the fly creation, while creating a sales order and checking the one time customer box.) This one time customer could become your greatest customer and you would NOT have to make a new customer id. All functionality is available for one time customers (and vendors/)

10

Yes, it would be possible to send interest notes. One time customer only indicates how it was made (on the fly creation, while creating a sales order and checking the one time customer box.) This one time customer could become your greatest customer and you would NOT have to make a new customer id. All functionality is available for one time customers (and vendors/)