Parent/Child customers relationship and its financial implications

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Posted on 23 Oct 2019 06:32:39 by Community Member

Hi I am wondering how to set up parent/child customers relationship in the way that all of the invoices for child customers would pay by parent customer and auto-settled at child customers level?

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Rahul Mohta 21,014 on 23 Oct 2019 at 10:47:07

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RE: Parent/Child customers relationship and its financial implications

Invoice account is the key to make a customer as parent and the other customer account then becomes like order account/child

All AR would be in parent while the order would be on child
MATTGUO 22,319 Moderator on 23 Oct 2019 at 07:17:24

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RE: Parent/Child customers relationship and its financial implications

Hello Yvonne,

You need to define the relationship in global address book, then the relationship can be seen in the customer master. Refer to my screenshots.

And you must define the invoice account as parent account for the child account.