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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Can i link Customer to...
Microsoft Dynamics GP (Archived)

Can i link Customer to Customer as Parent Child relationship so as to aggregate the children customer in the parent ?

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Posted on by Abdo Khoury 14,855

Dear in GP 2015

Can i have a Customer (As parent) and another customer (as Child) linked together so whenever there are customer balance in the children customer , i can see all the aggregate balance in the Parent customer

is that possible ? 

Example 

Customer (Parent) => balance ($500) <= no transactions pass here , only view balance

  1. Customer (child) $500 
  2. Customer (child) $1500
  3. Customer (child) $ 3000

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  • Suggested answer
    MattPaulen Profile Picture
    MattPaulen 6,912 on at

    I'm not quite sure I follow the question.  You can definitely have a parent/child relationship between customers.  It's called National Accounts in GP and is setup through Sales >> Cards >> National Accounts.  This allows you to see balances for the national account as well as receive payments from the parent for those child accounts.

    You cannot however have multiple tiers.  For example Customer A cannot be a parent of Customer B and C and then Customer B is a parent of Customer D.

    Does that help answer your question?

  • Abdo Khoury Profile Picture
    Abdo Khoury 14,855 on at

    Which part would you like me to elaborate?

    I have the situation where Customer A is the parent of Customer B and C , but not further than that. just parent child relationship.

  • Verified answer
    MattPaulen Profile Picture
    MattPaulen 6,912 on at

    Ok, if you are only doing Customer A is the parent of Customer B and C then that is definitely possible.

    You'd set it up in the National Accounts Maintenance window I talked about above.  When you are running trial balances or statements there are options to consolidate National Account activity that way you can see the combined balances.

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