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Small and medium business | Business Central, N...
Suggested Answer

Parent/Child Relationship with Customer Statistic Reporting

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Posted on by 5

Hello, 

We are considering changing our customer management process to a parent/child relationship. I have tested the functionality, and this relationship works with invoicing and shipping. However, I would like to run a Customer Item Statistics report to view which customers order x amount of various products. When doing this, the information listed shows as the "parent" purchasing these products. I would like to see a report that shows the "child" statistics. Ex: I would pull this report to view which accounts are ordering our x product, but it is not helpful to only see the accounts that we invoice (I need to see the actual account that receive the product). Any suggestions or tips that can allow me to do this? 

Thanks so much, 
Jake 

  • Suggested answer
    Steven Renders Profile Picture
    5,698 Moderator on at

    I recommend you to create a new report instead of changing the existing one.

    Here you can find some examples:

    thinkaboutit.be/.../

    thinkaboutit.be/.../

    thinkaboutit.be/.../

    In your case I think that Power BI would also be a good alternative:

    thinkaboutit.be/.../

  • TakundaMutowo Profile Picture
    20 on at
    Hi 
     
    Please may you explain how you managed to archive the parent child relationship in BC as it is part of my requirement as well

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