225
Hi folks,
We have some customers who hold 2 different customers' ID in GP. Sometimes they sent us only 1 check for different invoices on 2 IDs. Is there a way to split out the check to apply against the invoices?
Thank you in advacne for your advice.
*This post is locked for comments
Hi all,
Thank you so much for your prompt assistance.
I have solved the issue with Customer combiner or modifier.
Also if the both customers are same and two customer id was created by mistakenly or some reason. They can combine both customers to single with using PSTL tools.'
Please have a look on the Customer combiner or modifier.
mahmoudsaadi.blogspot.ae/.../customer-combiner-utility.html
Hope this helps!!!
Another thought about national accounts, which I think is the correct method to use, is that you could set up a third customer to act solely as the parent for the other two customer IDs. Conceptually I have had this method work better for folks who consider each ID 'equal' instead of parent/child.
Kind regards,
Leslie
If one customer to belongs to another customer, then you can setup National Accounts Customer to apply a single check from parent custom to child customer.
Please have a look on the below link to analyse and setup the National Accounts if this functionality meets your business process.
community.dynamics.com/.../national-accounts-for-receivables-in-dynamics-gp
Hope this helps!!!
Other thought - first is there a reason for the single customer to have multiple IDs in the system?
Is there a reason for this, or is it due to 'user error' when the order entry people are allowed to enter Customers and don't look very hard and therefore enter extra copies of the same customer?
Reason I ask is we encountered this some time back and we periodically did a Customer ID Cleanup and used the PSTL tools to combine the two or three IDs into a single ID. All records and transactions are combined and nothing is lost.
Let me know what you think of the idea? It works well.
Record two different cash receipts (which are practically one), for the same payment issued by your customer. They can be applied separately to the different invoices accordingly.
Isn't this practical ?
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,269
Super User 2024 Season 2
#2
Martin Dráb
230,198
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (