The Related Products and/or Services to Accounts/Vendor and/or Contacts workflow will implement a frequently demanded functionality that consists of automatically relating the products and services sold on an invoice or bought on a purchase order to the account or vendor selected on the record. This makes a lot of sense in many businesses where we want to be able to see a list of products that our client has bought directly on their “Products” related list.
This workflow is associated with Quotes, Sales Orders, Invoices and Purchase Orders and permits the automatic relation of the products and services on each of these modules with the Account, Vendor and/or Contact selected on the record.
As can be seen in the screenshots above, this workflow permits us to select which elements we want to relate and with which entities:
Relate Product: if it should relate products or not
Relate Service: if it should relate services or not
Relate with Account/Vendor: if it should relate the element(s) selected above to the Account or Vendor in case of Purchase Order.
Relate with Contact: if it should relate the element(s) selected above to the Contact