National Accounts

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Posted on by Cynthia Tronrud

I am playing with the national accounts, but am getting stuck. I have set up a a parent account, with several children. how do I get to apply a check from a parent account to a child account? I am unable to do this in cash receipts, so would I have to go into "apply sales documents" to distribute the amount paid? Thanks for any info!!

Cynthia

Alaska

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Victoria Yudin 22,766 on at

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Re: Re: National Accounts

Cynthia,

Depending on the licensing you own for Dynamics GP, you may not own the National Accounts module. Your GP Partner should be able to answer this question pretty quickly for you.

If you do not own it, you can use National Accounts in the Fabrikam, Inc. (or The World Online) company if you have either of those available, but it will not be accessible in your live company.
Cynthia Tronrud 25 on at

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Re: National Accounts

I found out I need the Auto Apply to Cust ID/National Account selection in transaction-sales-cash receipts. This does not appear on the window. As suggested somewhere on the site i should see if the National accounts module is enabled by going to help-options, but i don't even see this option in my national account or general screen windows. Help! I am so close....