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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Question regarding cas...
Microsoft Dynamics GP (Archived)

Question regarding cash receipts, national customer and child

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Posted on by Community Member

We have a parent customer that has a child - we can inquiry the national account and the child is listed.

However, when a cash receipt is being entered, the child doesn't appear then the national account is select.  The end-user has to click the 'specific customer' and enter the child account to apply the cash receipt to the child's invoice.

Why doesn't the child account appear under the parent (national account) when others do?

What can I do to fix this and make the end-user's life a bit easier?

Deanne

GP admin - Reserveage Nutrition

*This post is locked for comments

  • L Vail Profile Picture
    L Vail 65,271 on at
    RE: Question regarding cash receipts, national customer and child

    This is interesting that the customer did not already have itself as the parent. The default action is to add the customer's own ID as its Parent Company ID. Could someone have imported the children? I see it often that the table importers forget to add the parent's ID to itself.

  • Community Member Profile Picture
    Community Member on at
    RE: Question regarding cash receipts, national customer and child

    I just ran into this issue and discovered that in order to enter a CR at the parent level and apply to the children, it essentially has to be associated with itself.   When I ran this script I was then able to enter the CR without issue at the parent level and apply to children.

    update rm00101 set cprcstnm = '999999'  where CUSTNMBR = '999999'

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Question regarding cash receipts, national customer and child

    Had Microsoft looking at this - it was just one company, the others were fine.  Turns out that my predecessor modified the table and that's why accounting could never get the national accounts working for this company.  Thanks for everyone's input!

  • Victoria Yudin Profile Picture
    Victoria Yudin 22,766 on at
    RE: Question regarding cash receipts, national customer and child

    Sandip - Unfortunately, if there are payments applied from the national account to the child accounts, you cannot remove them.

    Deanne - What you're describing is not typical behavior of the Dynamics GP National Accounts. Some questions that may help narrow this down a little:

    - Is this happening with all national accounts or just some?

    - If you have multiple companies, is it happening in all? How about in the sample (Fabrikam) company?

    - Is it possible you have a modification/customization/add-on product that is causing things to behave differently?

    - Can you confirm that you are using the GP National Accounts and not a 3rd party (I think there are a few National Accounts products out there)?

    - What version and build of Dynamics GP are you using?

  • sandipdjadhav Profile Picture
    sandipdjadhav 18,267 on at
    RE: Question regarding cash receipts, national customer and child

    Try with one National Account if it works with add or remove then you must have to do? Before that run checklink and reconciliation see if it work or not.

    For adding and removing you can use GP Macro.

    Tks

  • Community Member Profile Picture
    Community Member on at
    RE: Question regarding cash receipts, national customer and child

    Seriously?

    There are many many parent/child accounts

    I'll keep looking

  • Suggested answer
    sandipdjadhav Profile Picture
    sandipdjadhav 18,267 on at
    RE: Question regarding cash receipts, national customer and child

    Hi Deanne,

    I have used National Accounts feature before and it work like champ. Can you please make sure all child accounts are set properly or not means respective child accounts is assigned to parent.

    Remove and add existing child from parent accounts and try to make Cash Receipts and see if it shows open Invoices of child customer too.

    If not then checklink and reconciliation and last resort is open support request with Microsoft.

    Let me know how it goes.

    Thanks much

    Sandip Jadhav

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