National Accounts use the existing Corporate Customer Number dynamics field to define the relationship between a parent customer and its child customers.
To open the National Accounts window, point to Sales on the Cards menu, and then click National Accounts .
Each parent company is defined as a single record in this table. This record stores the Customer Number for this parent customer, as well as storing the four options listed above regarding parent companies.
Within this table, the Corporate Customer Number field will contain the customer number for that particular customer's parent customer. If the particular customer record is for a parent customer, then the Corporate Customer Number field should still populate with the parent customer's Customer Number.
When you enter cash receipts for the parent customer, the RM_Cash_WORK table will store the cash receipt record with a Customer Number that is assigned to the parent customer.
For a parent company's cash receipt that is applied to child customer invoices, this table will store the apply records by using the following rules:
• The Customer Number field in these records will store the customer number for the child customers.
• The Corporate Customer Number field in this table will store the parent customer's customer number value.
This article was TechKnowledge Document ID: 18562