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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?
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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.
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?
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