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Customers, suppliers and staff are one record · presentation 1 of 5 · for the whole-system operator — you run the books Read the transcript · Back to the series

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Customers, suppliers and staff are one record · presentation 1 of 5

One table, four ticks

You can say what a customer record actually is — one row in a shared entity table with four independent flags — name what…

One record, four jobs

Step 1 — See what you are actually editing

You will know what a customer record is underneath.

Screen capture pending the demo tenant

Entity Maintenance, the entity listing, with the Entity Ext Type column showing values such as CUSTOMER, EMPLOYEE

Step 2 — Read the population before you believe the theory

You will know how common each combination is, because we counted.

What this step names
  1. It is rare
  2. It is deliberate
  3. A third of all tenants have some

Step 3 — Meet the record no applet will show you

You will know about a shape you have almost certainly got and cannot see.

Screen capture pending the demo tenant

Entity Maintenance, the entity listing with no type filter, showing a row whose Entity Ext Type column is empty

Step 4 — Learn what each tick switches on

You will know what a flag actually buys.

What you do
  1. Tick supplier on an existing customer and the record keeps the customer code it…

Three doors, one room

Step 5 — Know which door you came in by

You will stop being surprised by the differences between the screens.

What this step names
  1. Customer Maintenance
  2. The Supplier applet
  3. Employee Maintenance and Entity Maintenance all edit these same rows
  4. Each adds its own tabs
  5. Its own defaults
  6. Its own guards

What sharing costs

Step 6 — Understand what the ticks do not do

You will know the two things sharing a row will cost you.

Where this step sits
    flowchart TD
  s1["1. See what you are actually editing"]
  s2["2. Read the population before you believe…"]
  s3["3. Meet the record no applet will…"]
  s4["4. Learn what each tick switches on"]
  s5["5. Know which door you came in…"]
  s6["6. Understand what the ticks do not…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s6 here;

NarrationSlide 1 of 10

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