• Viewing and adding entity relationships: Overview
  • Text Guide
    • Navigating to the relationships page
    • Viewing relationships
    • Adding relationships

Viewing and adding entity relationships

In real world supply chains, entities do not exist is silo, they are linked to other entities in the supply chain and materials flow through these chains. Once entities have been created, relationships can be added between them. Relationships are required for creating all orders and transfer transactions.

The two types of relationships that an entity has are:

  • Vendor: An entity supplying materials to a another entity is referred to as the vendor entity 
  • Customer: An entity receiving materials from another entity is referred to as the customer entity 


Navigate to the Entities page

  1. Click on the Setup tab on the main menu
  2.  Select the Entities sub-tab from the options on the drop-down list

Viewing and adding relationships

  1. Click on the name of the entity whose relationship is to be viewed
  2. Click on the  Relationships sub tab
  3. The number of customers and vendors for the entity are displayed
  4. Click on the Add button to add a relationship 
  5. Select the Relationship Type as required from the dropdown (customer or vendor). By default, 'customer' is selected
  6. Click on the selection box next to the entity that should be added as the selected relationship type. 

    • Only 50 entities in their alphabetical order will be displayed per page
    • The selection and submission has to be used individually per page
  7.  Click on the Submit button
  8. A message will be displayed confirming that the relationship has been successfully created. It will also indicate the number of entities that have been added as related entities
  9. Similarly use the Add button again to add the other relationship (customer or vendor)

A given entity can have the another entity as both a customer and a vendor