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Hello Kim, don't get distracted. As soon as you select an Invoice account, the customer transaction and the invoice belong to the Invoice account = parent, and parent only. Full stop. However, there is another field in the customer transaction called Order account. Why don't you filter the customer transaction list (https://xxx.operations.dynamics.com/?mi=CustTrans) by the Order account = child?
Hi Kim,
I think that you should be able to see the invoices of all children that belong to the same parent in the invoice journal report if you apply a filter - using Rauls example - "Parent1*".
I would recommend that you setup such a parent customer account with a couple of children accounts, post some invoices in a demo environment and test this before doing this in your live environment.
Best regards,
Ludwig
Hello Kim,
The standard application works just the way you describe.
A workaround is the use of naming conventions, as Rahul mentioned.
Alternatively, you can use findims for each customer to agglomerate and analyze the invoices at the parent level.
Using those naming conventions or findims does, however, not directly influence the way how payments are recorded.
How do you handle those?
Does it mean that a parent customer company pays the invoices for its children?
If so, do you get a payment advice from your customer what invoices have been paid or do you simply receive an amount of x$ that you then have to reconcile and settle?
Best regards,
Ludwig
using invoice account does GL right
using naming conventions you could get transactions
Parent customer: PARENT1
Child customer: PARENT1-CHD1
this way use filters while running inquiries and reports to just filter on parent and child as needed
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