Parent-Child Relationships: Related Reports

In the following sections, you can find details about the reports you may want to review to gather information about the balances and documents of parent and child customer accounts.

With the Parent-Child Customer Relationship feature enabled on the Enable/Disable Features (CS100000) form, you can generate reports that group child accounts (and their documents) under the parent account and show individual account balances along with the consolidated balance of the group.

Important: Only child accounts with the Consolidate Balance check box selected on the Customers (AR303000) form are grouped under their parent account, and their balances are consolidated with the parent balance.

Generation of Consolidated Reports

On the Report Parameters tab of the following MYOB Acumatica report forms, you can select a check box (either Group By Parent Account or Consolidate Data by Parent Account) to generate reports that show parent-child relations:

Attention: If you do not see a particular report or form that is described, you may have signed in to the system with a user account that does not have access rights to the report or form. Contact your system administrator to obtain access to any needed reports or forms.