After setting up a parent child relationship using National Accounts and the child has receivables activity, it is possible to assign the child to another parent?
*This post is locked for comments
After setting up a parent child relationship using National Accounts and the child has receivables activity, it is possible to assign the child to another parent?
*This post is locked for comments
This would certainly be the long way around and it would work however they would have would have no interest in assigning new customer numbers to all of the old customers. I will just manipulate the two tables and keep it simple.
Does your organization own PSTL (Professional Service Tools Library)? If yes, and assuming it is important to keep the history of the direct sales to this customer on one id, then you may consider the following, but I do not know if this would work:
Setup a new customer card without assigning it to a parent company yet. Then use customer combiner option in PSTL to move the transactions off the current customer id to the new customer id. Then assign the new parent company to the new customer card id.
I've not attempted this, but I would think it would work.
Best regards,
Dale
I have used those fields and tables for other reports and I believe you are correct. I will evaluate in the test company and see how it goes.
Hello Richard
Ideally, yes. If the parent has not paid for the child, you should be able to delete the child from an existing parent and add it to another.
Richard,
A POSSIBLE solution and something that I suggest only after backups are made or in a test environment. You may want to look at RM00101 (Customer Master), there is a column CPRCSTNM. This is the link to RM00105 (National Accounts). You MAY be able to remove the value from CPSCSTNM.
Again, this is just speculation on my part.
Warren
What if the child had paid the invoices? So as long as the parent company did not pay any of the child invoices, we should be able to move a child from one parent to another?
Hello Richard
As long as the Parent customer has not paid for any invoices for the child, I believe we can delete the child and add it to another parent.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
André Arnaud de Cal... 291,269 Super User 2024 Season 2
Martin Dráb 230,198 Most Valuable Professional
nmaenpaa 101,156