In this article you will find information about:
1. Dual setting concept:
- Supplier is normally sending purchase invoice. But, in case, he also sometimes may send sales invoice; he is in dual role.
- Self billing is the best example of this. In self billing, invoice shown as Purchase invoice whereas booking needed as Sales. If there is one relationship, who is both a customer and a supplier. Then you can set Dual relation setting on basis of a keyword. OR you can make invoice non bookable on the basis of keyword too.
2. How to set it?
- In order to go to this setting you can go to the Contact list >> Select the checkbox in front of contact>>select Dual contact.
- There should be a keyword mentioned on the invoice, which can be set to change the document type and the relation .
- If you would like to add some more keywords you can click on + icon and add the keywords and contact.
- To change relation type according to keyword, you can set one or multiple keywords of invoice.
Note 1: Same keyword cannot be set for converting in two different relations
Note 2: To create a dual relatie, 2 relatie(one relation of supplier and one of customer) must be created/present then only the dual relatie can be created.