How to setup National Accounts in SAGE 100 ERP

By | March 20, 2014

Sage 100 has a feature for dealing with National (or parent) branch accounts that provides an ease in analyzing and further help billing companies with one or more branches. This feature is very helpful for customers that have a parent company along with multiple locations or branches.

With National Accounts in Sage 100 ERP there is no more manual tracking of invoices between branch office and parent. The relationship between the different offices is all tracked within the customer maintenance file within accounts receivable. The lesser the manual processing, the lesser is the possibility of mis-billing.

For example, a wholesale distributor using Sage 100 ERP can now ship goods to three different customer locations while sending just one invoice to the corporate headquarters.  All the while, you can still retain a unique customer account/ID for each location.

HOW IT WORKS?In Accounts Receivable Options, we can establish the relationship between the parent company and branches or subsidiaries by filling the fields as shown below. This will enable National Account settings in SAGE 100.The page can be navigated through the Setup under AR Module.

After this, it is required to select the Bill To/Sold to Companies under Company Maintenance. It is possible to pre-determine how we would like to track and report on customer sales history (by Bill To, Sold To, or Both) and configure the default settings like credit limit, payment terms, and pricing.
In our next blog, we shall discuss about processing of transactions against National Account customer.

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