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Microsoft Dynamics AX (Archived)

Multiple Customer Accounts

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we need to have multiple customer accounts for the same customer.

the requirements is as following:

1. The same customer can be sold from 4 different Businesses units

2. Each Businesses unit gives the same customer different  credit limit

3. Each Businesses unit gives the same customer different salesman

4. Each Businesses unit gives the same customer different Payment terms

5. Each Businesses unit gives the same customer different Method of Payment

6. Each Businesses unit gives the same customer different Aging reporting

at the same time need to do the following:

1. The ability to view consolidated customer statement on a main customer account that show all the 4 customers transactions 

2. The Ability to settle payments from the main account to all customers

** all of this is done in a single Entity, no other entity exist and hence centralized payment is not enabled 

in other systems such as Dynamics GP this is curried out through National account whereby you define the 4 customers and the main customer then you link all of them under the main one and you can achieve all the above 6 points easily.  is there a similar feature in AX ??

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  • Fredrik Sætre Profile Picture
    12,644 on at

    You create one main account for your customer, lets call it "A".

    Then create the first "customer entity" with your individual criteria and add customer A as "invoice account".

    All individual companies now can be utilized, but follow up on one receivable account: "A".

    Now...

    I am not one hundred percent sure that this is an issue, but you can do at least 4 of the 6 first. The main issue being number 2, credit limits, and 6 aging.... That does not go together with claim no. 1 in your second requirement. I do believe that the credit check goes against the invoice account for the order... As it should. It is this you should not exceed. So maybe put the lowest credit level in there and a warning, or put the highest and refuse all actions.

    So if you want 6 of 6... Create one customer for each scenario. Do not use one common invoice account, but use the "Chain" data under customer statistics section to group them together. Then create your report (preferably in Power BI) to follow up on the first of your last two claims. The final is solved by manually matching invoices... But hay... You have to give somewhere right?  

  • Community Member Profile Picture
    on at

    Thank you very much for the quick reply, unfortunately the invoicing account will not solve our issue as it will list all the transactions under the invoicing account and the sub accounts will not have any financial transactions in addition to not resolving requirement 2 and 6, and also will not allow me to view consolidated statement.

    we have already tested out this solution and i am looking for something else without the need of customization.

  • Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi Omar,

    The points that you list above seem to necessitate a system modification. Yet, it is interesting to hear that GP has features that can handle those situations. Do you mind forwarding this information - probably with a link to this thread to MS via the MS connect site? Would be great if you would be so kind to get this fixed hopefully in the near future in the standard application.

    Best regards,

    Ludwig

  • Community Member Profile Picture
    on at

    Dear Ludwig Reinhard, can you direct me to the mentioned site (MS connect site) ?

  • Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hello Omar,

    It is this one: http://connect.microsoft.com/

    Many thanks and best regards,

    Ludwig

  • Community Member Profile Picture
    on at

    Does anybody have another solution?

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