Relationship Setup

In this topic, you will read about how to set up a parent-child relationship between customer accounts when you create these accounts.

You can use this functionality if the Parent-Child Customer Relationship feature is enabled on the Enable/Disable Features (CS100000) form.

Setup of the Parent-Child Relationship

On the Customers (AR303000) form, you perform the following steps to configure parent-child relations between customer accounts that you are defining:

1. You set up a customer account that represents the parent company (which the organization might refer to as the head office or main branch). In the Parent Info section on the Billing tab, you specify whether you need the companies to have a consolidated balance, consolidated statements, and a shared credit policy by selecting or clearing the Consolidate Balance, Consolidate Statements, and Share Credit Policy check boxes. The values of these check boxes will provide the default values for the corresponding check boxes of the child customer accounts.
2. You set up customer accounts that represent child companies, which are generally subsidiaries that are controlled by the parent company. During setup, for each child company, you specify the parent account in the Parent Account box. In the Parent Info section of the Billing tab, you adjust the values of the Consolidate Balance, Consolidate Statements, and Share Credit Policy check boxes, if needed.

With the exception of the details described above, the setup of parent and child customer accounts does not differ from the setup of independent customer accounts. Also, you can set up a parent-child relationship between existing customer accounts.

For each parent account, you can view the list of its child accounts on the Child Accounts tab of the Customers form.