When a Vendor is created through the Other Relationships feature on a Customer record, the ID and Name of the Vendor record is dependent on the ID and Name of the originating entity (Customer) as the Auto checkbox is marked.
Desired Result: To update the Name of the Vendor by Editing it.
Actual result: Updating the Name returns an Error: You may only change the name from the CustJob version of this record and record cannot be saved.
To change the Name of the Vendor on the Vendor record user should:
- Edit the Vendor and unmark the checkbox next to the Auto field
- Change the Name as needed in Company Name field
- Save the record
The same scenario also holds true if a Customer record is created from a Vendor entity through the Other Relationships feature.