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Answered

Parent/Child associations invoicing

Posted on by 32
Hi, 
 
I'm trying to set up a parent account with many child accounts in d365fo accounts receivable. 
 
I want the parent to be invoiced (parent handles payment) but I want the invoice to also appear in the child account so we can send each child their own statements and maintain the details of payments/settlements/transactions.
 
Is this configuration possible?
 
 
  • HNd365FO Profile Picture
    HNd365FO 32 on at
    Parent/Child associations invoicing
    Thanks again, have you seen or heard of such cases where this customization has been implemented?
     
     
  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 19,301 Super User on at
    Parent/Child associations invoicing
    Hi,
     
    Not really by standard solution, however you can think of some custom report where this can be catered.
     
  • HNd365FO Profile Picture
    HNd365FO 32 on at
    Parent/Child associations invoicing
    Thanks Ramit,
     
    Is there a way to have the invoice show on both the invoice and customer accounts?
  • Verified answer
    Ramit Paul Profile Picture
    Ramit Paul 19,301 Super User on at
    Parent/Child associations invoicing
    Hi,
     
    No, The invoice will only appear in the Invoice account, not in customer account.
     
     
     
  • HNd365FO Profile Picture
    HNd365FO 32 on at
    Parent/Child associations invoicing
    Hi Andreas,
     
    Thank you for your suggestion!

    Will the invoice also appear in the child account? Or will it only appear on the parent?
     
    I hope I am asking the right questions.
     
    Regards,
    H
  • andreasraithel Profile Picture
    andreasraithel 4,615 on at
    Parent/Child associations invoicing
    Hy,
     
    you can use "invoice account" (on invoice and delivery fasttab) to assign the parent account on the master data of the child accounts. So place and process the sales order on the child account, and the invoice account (of the parent) is inherited to the sales ordes as invoice account.
     
    Hope this helps.
     
    Herzliche Grüße / kind regards,
     
    Andreas Raithel
    D365FO Solution Architect

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