Link a partner tenant to yours: map companies, branches and items

For the whole-system operator — you run the books. Level 3 — configure and own.

By the end you can say when two businesses need a tenant-to-tenant link rather than a second company, send the invitation from the host and answer it from the guest, read the four states a connection passes through and why a connection is never deleted, give the right people the rights on each side; then map a company and branch pair from the side that will maintain it, open items to the partner as the host and pair them as the guest, know that the pair carries the two item references and nothing about the item, and moves no document, and end a link knowing exactly what stays behind.

Before this series: Companies, branches and dimensions, and what each one decides, Intercompany: one sale, two companies’ books

Presentations

1. Link a partner tenant to yours: the invitation, and what a connection is for — about 8 minutes, narrated
2. Map companies, branches and items across the link, and know what the pair carries — about 9 minutes, narrated

Modules this series draws on

• Core Module

Reference pages this series draws on

Every screen a presentation mentions is documented on one of these pages; the series does not re-document it.

• T2T Admin
• Doc Item Maintenance
• Setting Up a Group: What We Recommend

All presentations · Presentations for the whole-system operator