AUGForums.com

An Acumatica User Group

  • Forums
  • Podcast
  • Blog
  • Live
  • Login
  • Start Here
  • Sponsors
  • Rolodex
  • Courses
  • Consulting
  • Register
Acumatica Forums

By using this website, you agree to our Terms of Use (click here)

  • Overview
  • Member List
  • All-Stars
  • Stats
  • Recent Posts
  • Help
Forums
AUG Forums
Everything Else
Can a customer Cros...
 
Notifications
Clear all

Can a customer Cross Reference for a parent account feed automatically to child accounts?

    Last Post
RSS

daniel
Posts: 92
 daniel
Topic starter
November 9, 2020 10:58 pm
(@daniel)
51-100 Posts
Joined: 1 year ago

Hello,

We sell to a number of chain store companies, where the individual stores have their own Business Account in the system. These stores are set as child accounts of the parent account, the chain store HQ.

In Stock Items, Cross-Reference tab, you can set a Customer Part Number for a particular customer.

Is there a way for me to put the alternative type customer as the parent account, and then have this alternative number work for all of the child accounts?

 

5 Replies
MichaelHansen
Posts: 146
 MichaelHansen
November 20, 2020 1:26 pm
(@michaelhansen)
101-200 Posts
Joined: 1 year ago

I thought this was the default behavior to be honest. Does your customer selector only show the child accounts? If so, you need to create a master customer with locations in your system. The locations would be the children accounts. I do this with nested Vendors (we have buying agents we pay with multiple source locations i.e. "children").

Otherwise, you'd need a line for each unique entity, which is hard to control and maintain. I happen to have a series of customers who are NOT nested and should have been in my system. For these situations I use an Import Scenario, with all the stores baked in and then pivot off item ID and the new customer code.

I'm not too sure how your system is configured, so hopefully one of those solutions is correct for you. If not, please let us know!

Reply
daniel
Posts: 92
 daniel
Topic starter
November 22, 2020 5:50 pm
(@daniel)
51-100 Posts
Joined: 1 year ago

Thanks a lot for letting us know as to the options here @michaelhansen.

I looked into the two options suggested.

Currently the child accounts are separate accounts, rather than locations. However, to have them as locations would make things quite complex. A number of these child accounts are fairly large and complex in their own right, and having them all as locations under the parent account would make a mess of the contacts and activities sections etc.

I had wondered about a line for every business account, but as you mention, maintaining this would be quite hard - to the point that it would be a lot more time consuming than the benefit would provide....

Reply
daniel
Posts: 92
 daniel
Topic starter
November 22, 2020 6:06 pm
(@daniel)
51-100 Posts
Joined: 1 year ago

Just looking further into this - I think the easiest way to go about this is to add the cross-reference items as Global rather than Customer. I know that this makes it available for all customers, but I don't think this would be much of an issue..... 

Reply
Tim Rodman liked
Tim Rodman
 Tim Rodman
    ★★ All-Star ★★    
(@timrodman)
Joined: 6 years ago

Over 200 Posts
Posts: 2600
January 25, 2021 11:04 pm
Reply todanieldaniel

@daniel I always like going simpler myself whenever possible. Complicated relationship trees can get difficult to understand.

Reply
daniel liked
jwaldron
Posts: 1
 jwaldron
March 31, 2021 9:15 am
(@jwaldron)
1 Post 🙂
Joined: 2 weeks ago

We've got the same need at our company.  Our customer list is very complex and parent customers are used extensively.  Its not feasible to use 'Global' cross references and is proving difficult to maintain the cross references by individual child customers.  We have some Parents with 100 Child companies in our industry because each location is managed as a separate company.  Anyone figure out a way to do this or do I add it to the idea list?

Reply
  All forum topics
  Previous Topic
Next Topic  
  Forum Statistics
11 Forums
1,758 Topics
8,090 Posts
4 Online
1,213 Members

Latest Post: OData connection works, but data is empty! Returns Column Headers only. Our newest member: bpetty Recent Posts Unread Posts

Forum Icons: Forum contains no unread posts Forum contains unread posts

Topic Icons: Not Replied Replied Active Hot Sticky Unapproved Solved Private Closed

Online Members

Acumatica Forums

Terms of Use & Disclaimers :: Privacy Policy

Copyright © 2021 · AUG Forums, LLC. All rights reserved. This website is not owned, affiliated with, or endorsed by Acumatica, Inc.

‹›×

    ‹›×