Customer List Printing/Export

[Rajendren Subramaniam]

Scenario: ERPnext is being setup for an organisation with 4 companies sharing same customers.  Each customer can be shared by one, two, three or all four companies. On initial creation, the customer will be allocated for the default company. 

As per user manual, if the same customer to be allocated to another company, we have to select another default company again on the customer form and save it again. All this works fine. However, i would like to know if it is possible to get a listing in the following format:-

Customer Name, Company A, Company B, Company C, Company D

Customer X1        ,         yes        ,      yes           ,      no         ,      yes

Customer X2        ,         yes        ,      no             ,      no         ,      yes

Customer X3        ,         no          ,      no            ,      yes       ,      yes

Customer X4        ,         yes        ,      yes           ,      yes       ,      yes

Please advice. Thanks.

[Nabin Hait]

We will make a report listing Customer along with associated account head in all companies (if any). We will update you in this thread once it is done.

[Raja]

Thank you so much.

 

Best Regards,
Rajendren Subramaniam, M.Comp.Sc.(UM), B.Econs.(UM), MENSAN.

Consultant

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[Nabin Hait]

We have added the report named "Customer Account Head" under Accounts module. It will show account head for a customer for all company if exists.

On 20-May-2013, at 2:25 PM, Raja wrote:

Thank you so much.

 

Best Regards,
Rajendren Subramaniam, M.Comp.Sc.(UM), B.Econs.(UM), MENSAN.

Consultant

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