National Accounts

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Posted on by Rosemary

Good day,

With the setting up of the Parent Account, is it best to designate an existing account as the Parent or create a separate account? I did go through the various tutorials and I think using an existing account is best. But if anyone has gone about it with the creation of a separate account, did they have any issues?

Currently our standard processes are the entering of receipts, NSF charges, voiding of receipts, applying of returns, down payments, unapplied payments as well.

Thanks in advance.

Regards

Rosemary

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Hokuminaria 2,950 on at

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Hello Rosemary,

As i can't tell you how to setup your system, my thoughts on this are:

If you have a current customer already that is the parent, i would just use the current one.

If there is a reason the original Customer can't but used as the parent then creating a new one would be an the next approach.

For the current Customer, i don't believe the posted transactions already would go back and update the records with the parent id.

You would want to make sure all the documents for the current Customer are completed before assigning it as a Parent.

It is really up to you on you want to set this up. Either approach would work.

I hope this helps!

Brandon Jarrett | Microsoft Support Engineer.

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