Customers (created in Customer Maintenance) can be created in the form of master customers (also known as parents) and child customers. This functionality allows for shipments to be sent to child customers while billing, credit checking, or cash application is conducted on the master customer’s account.
This is an ideal situation for large chains that have many stores or locations that require shipments directly to those locations. If such a customer purchases from a single location (head office), provisions can be made to send invoices directly to the master customer as well as establish a single credit line for the master. If the master produces a single payment on behalf of all its child customers, the software allows for cash applications at the master level.
Billing: If invoices are to be sent directly to the master customer, enter the master customer's customer code in the Billing Customer Code field on the A/R tab in Customer Maintenance.
Credit Checking: If accounts receivable transactions for credit management will be accumulated for a master customer, enter the master customer's customer code in the Credit Customer Code field on the A/R tab in Customer Maintenance. In Customer Credit Rule Maintenance, assign a credit limit to the master customer only. During customer order processing (master or child), only the credit limit of the master will be used in verifying credit validity.