Parent Child in Customer

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Posted on by binitshah

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Dear Friends,

I have a scenario where we want to maintain parent-child relation for certain customers and we also want to maintain sub child relations.
The invoice and the transaction should be recorded for each child or sub child separately but if I generate the report for the parent then it should include all the transactions of the child as well as the sub child.
Also the credit limit for the certain customers will be on parent and for certain customers it will be on child and sub child.

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Community Member on at

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RE: Parent Child in Customer

Hi Binit, you should consider Projects structure and project invoicing leve. A header (Parent) project can show transaction of all its child and sub-child.

Thanks.

Aijaz.

AXBiz.com
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Ludwig Reinhard Microsoft Employee on at

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RE: Parent Child in Customer

Hi CA Binit Shah,

In this case you would need to implement a system adjustment as your scenario is not supported in the standard application if you can't track this via a separate financial customer dimension.

Best regards,

Ludwig