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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Parent -> Child -&g...
Small and medium business | Business Central, N...
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Parent -> Child -> Child Customers in Business Central

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Posted on by MahGah 15,433

Hi 

Is it any way in Business Central that you can manage Parent -> Child relationship in Business Central when Child is acutely has Child as well. 

Something like Parent -> Child -> Child 

Something like

HQ company 

Then HQ has different branch which are different brands 

Then those brands each has different breaches 

Categories:
Dynamics 365 Business Central
  • MahGah Profile Picture
    MahGah 15,433 on at
    RE: Parent -> Child -> Child Customers in Business Central

    Greg Enns

    Fantastic. This is really helpful. I really appreciate your help here. Now I can see the logic.

  • Verified answer
    Greg Enns Profile Picture
    Greg Enns 1,102 on at
    RE: Parent -> Child -> Child Customers in Business Central

    It is really quite simple. Add a "Parent Customer" field to the Customer table with a TableRelation to the Customer."No.". Add a "Parent Customer Name" Flowfield to the customer table to display the name of the parent. Add both fields to the Customer Card page.

    During the CRM Sync process, you use Subscribers functions to do the following:

    1. Confirm that the BC "Parent Customer" is coupled to a CRM Account
    2. Use that parent coupling to set the value of the "parent" field in the destination system for the current record being synced.
  • MahGah Profile Picture
    MahGah 15,433 on at
    RE: Parent -> Child -> Child Customers in Business Central

    Hi Greg Enns

    Awesome. The grandchildren and synchronize with CRM is what we need. Can you please provide high level guideline here? I mean how you set it up this way?

  • Suggested answer
    Greg Enns Profile Picture
    Greg Enns 1,102 on at
    RE: Parent -> Child -> Child Customers in Business Central

    We have a parent-child setup here at my company.

    We have a field called "Parent Company". We have a few customers with 3 layers (grandchildren), and at least 1 with 4 layers (great grandchildren). We even synchronize the relationship to CRM where "Parent Account" is a base feature.

  • Verified answer
    YUN ZHU Profile Picture
    YUN ZHU 76,149 Super User 2024 Season 2 on at
    RE: Parent -> Child -> Child Customers in Business Central

    Hi, I have encountered customers who use customer number to manage. For example, Parent: C01, Parent -> Child: C01A01, Parent -> Child -> Child: C01A01B01

    In this way, when collecting data, it can be filtered out according to the code, which is somewhat similar to G/L Accounts.

    Hope this can give you some hints.

    Thanks.

    ZHU

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 993 Super User 2024 Season 1 on at
    RE: Parent -> Child -> Child Customers in Business Central

    I have not seen any ISV offering this but that does not mean it does not exist.

    Maybe these guys have a solution?

    appsource.microsoft.com/.../PUBID.eos_solutions|AID.ex049_salesandpurchasepromotionsforwholesales|PAPPID.dbdbe6b9-a110-4e3f-b16b-e85dbf88e96b

    In AL it would not be to hard as long as you do not need it down to any transaction but can always relay on the customer table keeping track of the current hierarchy.

  • MahGah Profile Picture
    MahGah 15,433 on at
    RE: Parent -> Child -> Child Customers in Business Central

    Thanks Mr Bruvik

    I was almost sure this is not possible. But I thought to check. Do you know if this is possible through AL or ISV? Or it is going to break too man rules?

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 993 Super User 2024 Season 1 on at
    RE: Parent -> Child -> Child Customers in Business Central

    No, I am sure you know you can do that when it comes to contacts, but there is no such functionality out of the box when it comes to customers.

    You could of course use a field like customer posting group or even dimensions to build that kind of parent child relation but it will only be a work around.

    Yet another great product idea you can submit :)

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