Customer Hierarchy - Grouping

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Posted on by Ravi Polepalli

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Is there anyway Dynamics GP provides an option to group multiple customers to make a hierarchy ( multiple levels 5-7)? Pls . advice

Head Quarters, Geo, State, Branch customer's and all customers connected together to form a hierarchies..

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Microsoft Dynamics GP

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Ravi Polepalli 184 on at

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RE: Customer Hierarchy - Grouping

Thank You so much for sharing your thoughts Joseph..
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Joseph Markovich 3,922 on at

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RE: Customer Hierarchy - Grouping

Hi Ravi-

I just read your original post and was going to recommend National Accounts for this! It can basically do this rollup you are looking for.

There are two ways I can think of for grouping products. One is a combination of using the item classes and the User Category fields defined in both the item classes and each inventory item.

If you set up a User Category in an item class, you can roll that down to the all of the items that are part of the class.

In each of the inventory items, those same User Category fields can be accessed in Item Maintenance > Options button.

Through reporting or SmartList you could view/report on those User Category fields and make some kind of hierarchy.

The other way would be to set up an Extender window with lookup fields to enter the information. Then, like above, use reporting or SmartList to view the hierarchy.

I hope this helps.

Joe
Ravi Polepalli 184 on at

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RE: Customer Hierarchy - Grouping

Thanks. Looks i can use National Accounts option to roll them up.

Is there any way we can group products? (Not kits).. just a hierarchy for products..
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Dean Marty on at

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RE: Customer Hierarchy - Grouping

Good Day

There is nothing in the core GP product that does this.

I will leave your post here, in case the Community has any suggestions.

Thanks!

Dean