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22,647Ok, so I have a client that has a series of customers that all act like a buying club in one sense that this client of mine looks at the sales to all the group members and adjusts the 'discount' offered to all of them based on the group sales volume.
While that is something we can manage by looking at Sales Transactions by Customer we were looking at the opportunity of speeding up the Cash Reciepting process. Reason is that they also all pay from one primary Customer ID.
Now before someone yells out - ADDRESS ID for each of the different customer groups - the problem is that for legal reasons they have to manage each as a separate record. Therefore a unique customer id.
We group them best we could in the ID Area by making the ID standard so they all start with AA(then unique) and there are no other customers in that range that are not part of the group.
We were discussing how to make this faster and what one of the staff asked was 'What are National Accounts'
Now after setting up the PARENT ID - blank new customer ID - and attaching the CHILD accounts I proceeded to post a number of invoices for the CHILD accounts. We excitment in the air, I then went to CASH RECIEPTS entered the PARENT ID and the amount of the payment recieved - 10,000 - and then clicked on APPLY.
The spoiler to the story is that the expectation was to see a list of the invoices I had just posted for all the CHILD accounts here - but, alas and I should have known better - the screen was BLANK.
The only place that I could see any consolidation was back up under the CARDS >> NATIONAL Accounts >> enter the Parent and the list of CHILD records shows up and the amounts of the invoice are there.
I could (1) find no reports that allowed me to select the PARENT ID (2) found no screen where I could enter data by PARENT and distribute to CHILD.
So I ask the community - have I missed the boat here - what the heck is NATIONAL ACCOUNTS for?
Confused, dazed and concerned.
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