How do you create links automatically?

We can automatically create links between ship-to, sold-to, and bill-to financial customers that are related to a sales account using the Create Links Between Sales and Financial Parties scheduled process.

  1. Go to Navigator > Tools > Scheduled Processes.
  2. On the Scheduled Processes Overview page, click Schedule New Process.
  3. Enter Create Links Between Sales and Financial Parties and click OK.
  4. Click Submit.

Sales accounts are linked to financial customers.