Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics GP (Archived)

National Accounts with Open Receivables

Posted on by 75,730

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

  • Richard Wheeler Profile Picture
    Richard Wheeler 75,730 on at
    Re: National Accounts with Open Receivables

    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.

  • Dale Coulthard Profile Picture
    Dale Coulthard 3,055 on at
    Re: National Accounts with Open Receivables

    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

  • Richard Wheeler Profile Picture
    Richard Wheeler 75,730 on at
    Re: National Accounts with Open Receivables

    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.

  • veeyeskay Profile Picture
    veeyeskay on at
    Re: National Accounts with Open Receivables

    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.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: National Accounts with Open Receivables

    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

  • Richard Wheeler Profile Picture
    Richard Wheeler 75,730 on at
    Re: National Accounts with Open Receivables

    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?

  • veeyeskay Profile Picture
    veeyeskay on at
    Re: National Accounts with Open Receivables

    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.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans