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Hiding non harmonized vendors within companies

  • 14 April 2022
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Hi, we are running a single instance of IFS Apps 10 Aurena with multiple companies. Often these companies are in completely unrelated industries, or run very independently with no central body to manage data like vendors for example. If company A and company B both do business with vendor ABC, and we want to have two instances of this vendor set up so each company can independently manage their relationship with them, what is the best way to hide these duplicates from each company. As in if company A calls vendor ABC A-ABC and company B calls it B-ABC, we’d like to hide A-ABC from company B and B-ABC from company A so they can’t accidentally use the wrong vendor and to prevent clutter in their vendor lists.

Thanks.

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Best answer by ShawnBerk 15 April 2022, 00:00

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  1. Add the Company detail to the Supplier Name and use that in the search - not a great idea because it will be visible on POs
  2. Add a custom field to the General tab to separate the duplicate vendors by company which has to be used in the search - ok idea, but requires maintaining data in two places for the invoicing company specific info and this custom field
  3. Teach the buyers or whomever needs to look at the vendors to always use an SQL subquery type search that filters the suppliers to only the ones that are setup financially for their company - I like this option the best because it requires no additional data maintenance and no system changes, just uses the natural data that has to be there for the supplier to work.  Downside is that it relies on the users to always do their search a certain way.  From experience, some can be taught, others can’t.  But if you create a saved search where the supplier ID and/or name is parameterized and the underlying subquery always runs, it could be made transparent to them for just the supplier screen or the Supplier 360 or both.
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Thanks for your response, 3) is reasonable for us. We’ve also found that you need to assign vendors to companies before you can see them, so this is an extra fail safe. Appreciated!

 

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