I've recently started with this company, who've been using GP for the past year. Their VAR told them that because they didn't set up National Accounts initially, that they can no longer do so.
However, under the presumption that we either own or can Purchase National accounts, could I do the following:
1. Setup The "Parent" National Account.
2. Assign the appropriate Children to this National Account.
3. If I run Checklinks, will the system write back the CRPCSTNM field to the appropriate RM20101, and other required tables automatically?
4. If Checklinks doesn't do this automatically, could I run a SQL Script to do this manually? After doing so would you recommend running Checklinks?
Which tables would you recommend running this script for? Would you recommend including the History Tables as well?
5. Naturally I'd do this first in a copy of my Live DB in a Test Company.
The tests that I'd do after completion of step 4 would be to run an Aging Report, and also test Cash Application to a child's accounts from a Parental Cash Receipt. Any other recommended tests?
I can't believe that we're the only people who've run into this problem. Is there a "Cookbook" / Authorized Set of Procedures to go through this process?
If I should happen to go through testing, and roll forward under this new setup, is there any chance that I'd "Void my warranty" by not having Microsoft or a recognized Partner do these steps?
Thanks in advance for your collective input.
As soon as you attach the children to the parent, all of the transaction tables (history too) are populated with the CRPCSTNM value. You don't have to do anything with SQL. Keep in mind, that you can only remove a child from a parent if no apply information exists between the parent and the child.
Leslie Vail, CPA, MVP, MCT, MCITP, MCP, MCITSASCI, Inc. * PO Box 600965 * Dallas, TX 75360 * 972-814-8550 * email@example.com
Thanks so much for your input Leslie.
I'm going to test it next month. I'll keep you posted if I have any issues.
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