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Hi,
Does Dynamics 365 Business and Operations has Parent and Child (National Account) function similar in Dynamics GP?
National Account/Parent and Child Definition
A national account is a combination of related customers that make up a single organization. The parent customer is the controlling organization of the national account. This parent customer has child customers and is usually the customer that distributes payments on behalf of the child accounts.
A national account provides the ability to restrict payments for child customers, apply credit checking, place holds, and assess finance charges at a consolidated national account level. You also can pay the parent customer of a national account when creating a refund check for the child customer, depending on the options you select when you set up the national account using the National Accounts Maintenance window. Reports and inquiries throughout Receivables Management can provide consolidated information about the activity of a national account or provide details for an individual customer.
Thank you
Hi,
Refer to this blog: ellipsesolutions.com/.../
After setup the relationship, you need to change the invoice account in customer master.
Hi Suet,
The application "Business and Operations" does not exists. It is either "Finance and Operations" or "Business Central". Currently, your question is in the "Finance and Operations" forum, so I do assume it is about this application.
You can setup relations between parties in the Global address book. That, however, will not take care of payments. To be able to do that you can setup an invoice account on the customer. This invoice account will be the parent which will be used in Microsoft Dynamics 365 to create the (open) customer transaction.
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