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Hi All,
I have an interesting request to have customers consolidated into one AR statement.
I worked with a couple of other accounting software and some of them have the functionality to manage national accounts or parent/child relationships. I have not seen this functionality in Dynamics SL so I am wondering if there is a workaround to accommodate this request if not within SL maybe a third party?
Any suggestion will be appreciated.
Thanks
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Hi Lisa,
There is not a way built into SL to have consolidated statements printed. I am sure that a third party can build a customization to allow you to print consolidated statements within SL for national accounts and parent/child relationship accounts.
You could run a manual report for AR transaction by customer and only select the parent/child relationship customer ID's. It will select each of the transactions and show the details for each statement involved.
To keep your customers grouped, you could add subaccounts to the customer ID so it is easier to differentiate the parent/child customers from other ones as well.
I hope this helps, thank you.
Tasha
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