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Does anyone know how to link multiple customer accounts to one party within the same legal entity?
Many thanks!
Kr,
Jasper
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Hi,
Does anyone know how to link multiple customer accounts to one party within the same legal entity?
Many thanks!
Kr,
Jasper
Hi Kings,
Thanks for the clarification. Does GP have also the concept of a global address book? The global address book in Finance and Operations has the purpose of maintaining logistics and electronic addresses for the same party to avoid maintaining them in multiple legal entities or on multiple roles like an organization is both a vendor and customer. With this concept, it also offers features for centralized payments between legal entities.
It looks like you would need a customer hierarchy (how I translate your parent and child scenario). This is not fully supported as of today. You can create and maintain relationships between parties in the global address book. Then you would only know about the relationship, but there is no functionality to allocate payments across multiple customers. That would, today, require additional memo postings.
Hi Andre,
We have multiple customers that belong to the same party i.e multiple clients, but managed by one entity (e.g broker or management company,etc). We want to keep the transactions for each client separate, but have them linked to the managing entity account, with the ability to link or unlink clients to the entity account. Also, to be able to receive payment into the managing entity account, and then allocate it across the different clients' accounts. Dynamics GP has this. They call it National Account relationship (Parent and Child)
Hi Kings,
Can you describe what you see in your organizations as a major issue here? Maybe you can describe your processes and scenario. Are you looking for a customer hierarchy?
I've had the same question for a while now. In the community healthcare business I work in, we have clients who may engage with different service offerings we provide. Each service offering might have a slightly different funding/receivable business model, so we want to keep the debt positions for each client separate for each service offering, but also want to take advantage of being able to store information at the Party level (like name, Date of Birth and address). A couple of options we have considered are:
1. Creating a Party in the Global Address Book to act as the "master" party, then creating contact relationships with the multiple customer accounts. Then have a custom-built process (in or outside Dynamics) that updates the common data from the Master Party to the related "child" Customer Accounts on a periodic basis
2. Managing the Master Party record in some other CRM system, and again allowing many D365 Customer Accounts to be related to the one Master Party record (in 3rd party CRM).
It seems like a reasonable suggestion that a Party could have multiple AR Accounts
Thank you for your suggestion Martin. We thought about the common invoice account as well.
We have multiple customers that belong to the same party: multiple stores of the same owner, and want to keep the transactions seperated per customer account. Also to sync the customer accounts as seperate accounts to Power Platform, so the customer accounts are created as multiple accounts in CRM.
Kr,
Jasper
It's impossible - Party is a unique identification of a customer, therefore there can't be two customers for the same party.
You need to decide if you consider this customer as a single entity or multiple entities.
What problem do you currently have with your decision to use multiple customers? There may be solutions for your problem, e.g. by setting a common invoice account.
Hi Ludwig,
Thank you for your answer, and apologies for the late reply.
There are multiple shops, belonging to the same party. The shops have the same VAT- & enterprisenumber, but are registered in the system as seperate customer accounts, with different addresses. Each store is a business unit of the party.
It will probably come down to using the retail-module, but we have the (ambitious) wish to do it without.
Do you have any tricks up your sleave for that? :)
Best regards,
Jasper
Hi Jasper,
That's not possible to my knowledge. Why would you need that? Do you have customers setup multiple times and want to 'merge' them or do they have the same address or ...?
Best regards,
Ludwig
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