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Small and medium business | Business Central, N...
Answered

Link customer A to HO account customer B

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Posted on by 60

Hi all,

Question is we have  many customers who have branches throughout the country. These branches are setup individually in BC. When goods are sent the Branch gets a copy of the invoice etc BUT the  charge goes back to the Head office account.

In old NAV we used to be able to do this so in the General setup it was all the branch info and in the Invoicing tab it was charged to the Head office.

Like a CHILD ACCOUNT

pastedimage1658965606482v1.png

I cant see where or how I can do this in BC

Any ides would be appreciated.

Thank you

I have the same question (0)
  • Suggested answer
    IB-29041624-0 Profile Picture
    1,191 Moderator on at

    The screenshot you are showing seems to be customized and not a standard NAV page. So could you have had any customization around this in NAV ? If it is a NAV page you are showing?

    In BC you have the sell to and bill to customers like you have in NAV as standard.

    You can also define several recipients of invoices f.ex if they are sent by email.

  • TMAC54 Profile Picture
    60 on at

    Thank you Inge, another answer right in my face

  • Suggested answer
    YUN ZHU Profile Picture
    102,927 Super User 2026 Season 2 on at

    Hi, just adding some info.

    This sounds a lot like a new feature in the next version, but unfortunately, it seems to be only for Vendor.

    https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave2/smb/dynamics365-business-central/use-multiple-remit-to-addresses-vendors

    Hope this helps.

    Thanks.

    ZHU

  • TMAC54 Profile Picture
    60 on at

    Thank you all,

    I did see the BILL TO on the customer card no ides how I missed that. Thinking in regard to multiple email addresses, could we just no add another contact?

  • Suggested answer
    IB-29041624-0 Profile Picture
    1,191 Moderator on at

     Hi TMAC54 

    I am not certain that just adding another contact will be enough.

    I use the docment layout page that you find on the customer card that yo find under related, customer ribbon.

    There you can define all the recipients and what reports and layouts they will get.

    You can retrieve the e-mail addresses from an action on that page.

    It is a very good functionality.

    pastedimage1659006799747v1.png

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