ONE PARENT, MANY CHILDREN

Basin Energy is one parent account with three child addresses and three contacts — one default per type, one primary contact. Invoices print the billing default, packing slips the shipping default, statements go to the AP desk. Delete a default and the system reassigns; it never leaves a document with no address.

VENDORS ARE TWO-FACED BY DESIGN

Keystone Metals orders from Clinton Drive but wants checks at a PO box. Remit-To, Ordering, and Ship-From children mean POs and payments each print the right address automatically.

PEOPLE ARE MASTER DATA TOO

Employees carry roles, rates, certifications, and review dates in HR — consumed by quoting, job costing, dispatch, and payroll. Departments roll those people into the P&L structure.

ACCESS IS DATA, NOT VIBES

Role-based access controls to the field level: shop floor executes work orders but never sees pricing; HR sees rates but not the GL. Every change writes the audit log.

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