Microsoft Dynamics AX (Archived)

Customers with several "daughter" companies

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Posted on by Maxim_msk

Hi All,

i have such case: many of company's customers have daughter companies (d.c.) and this d.c.'s buy services from us.

I wish

1) somehow mark what this customer is d.c. and set heading company in customer details

2) in reports like customer balance, customer aging report group customers under heading company like

- Customer 1

-- d.c. customer 1.1

-- d.c. customer 1.2

- Customer 2

-- d.c. customer 2.1

- Customer 3

- Customer 4

etc

Initially i decided setup two financial dimensions

- Customer

- Parent customer

But i'm not sure what in any report i may use such "hierarchy". In customer aging report where is no grouping at all.

How do you think is there standard way in AX to solve such issue?

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guk1964 10,888 on at

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Are these separate legal entities in Ax or just different branches or LOBs?

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Maxim_msk on at

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LOB?

Comanies are customers for our AX company.

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Guy Terry 28,970 Moderator on at

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There are several approaches you could look at.

First involves creating all the customer's as separate Customer accounts in AX, and setting the head company as the Invoice account on the daughter companies. This is good if the daughter accounts can have different prices from one another, and if the invoice and credit check should be done at the head company level.

Or, you could create one customer for the head company, and use different delivery addresses for the daughter customer's. The daughter customers could not have their own prices in this scenario.

Or you could create separate Customer accounts for all, and link them by some other means, like 'Company chain' or 'Classification group'. In this way they are really separate customer's, but linked by a common field for reporting.

I would base your decision around the functionality you need (does each customer needs it's own balance/ageing, do they have their own prices and order settings) and accept that what ever you do, probably the reporting will need to be customised.

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Syed Fasih 2,442 on at

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I agree with Guy Terry's option of using customer classification group. But it will not be useful for the customer balance and aging analysis.

If you want to use classification group for customer balances and aging analysis then you will require customization.

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Maxim_msk on at

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Guy, could you show/guide me where i may find field Company chain?

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Syed Fasih 2,442 on at

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You can create a customer classification group by going to Sales and marketing > Setup > Customers > Customer classification groups.

Once a classification group has been created, now you can specify the customer classification group on the customer record. In you example, a customer classification group will be parent company name and you will add all customers in that group. Please note that a classification group is not an entity which will have its own transactions.

You can take reports out from the system based on customer classification group filter.

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Guy Terry 28,970 Moderator on at

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[quote user="Maxim_msk"]

where i may find field Company chain?

[/quote]

Hi,

In R3, it's here:

Sorry, I don't have a D365 to hand.

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