Customer List Printing/Export

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.



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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.

On Saturday, May 18, 2013 8:32:57 AM UTC+5:30, Rajendren Subramaniam wrote:

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.



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Thank you so much.

 

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

Consultant

Description: cid:im...@01CE1A35.5C5953F0

Unit D-3-4 & D-3A-4, 
Level 4 Block D, SetiaWalk,
Persiaran Wawasan,
Pusat Bandar Puchong,
47160, Puchong, Selangor.

Mobile:

Head Office:

Alor Setar:

Ipoh:

Website:

+6017-8731155

+603-5882 2054

+604-7302 036

+605-2416 304

www.nk.com.my

 

 

 

From: er...@googlegroups.com [mailto:er...@googlegroups.com] On Behalf Of Nabin Hait
Sent: 20 May 2013 15:09
To: er...@googlegroups.com
Subject: [erpnext-user-forum] Re: Customer List Printing/Export

 

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.

On Saturday, May 18, 2013 8:32:57 AM UTC+5:30, Rajendren Subramaniam wrote:

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.

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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
<image001.png>
Unit D-3-4 & D-3A-4, 
Level 4 Block D, SetiaWalk,
Persiaran Wawasan,
Pusat Bandar Puchong,
47160, Puchong, Selangor.
Mobile:
Head Office:
Alor Setar:
Ipoh:
Website:
+6017-8731155
+603-5882 2054
+604-7302 036
+605-2416 304
 
 
 
From: er...@googlegroups.com [mailto:er...@googlegroups.com] On Behalf Of Nabin Hait
Sent: 20 May 2013 15:09
To: er...@googlegroups.com
Subject: [erpnext-user-forum] Re: Customer List Printing/Export
 
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.

On Saturday, May 18, 2013 8:32:57 AM UTC+5:30, Rajendren Subramaniam wrote:

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.

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