In Sage 500, User can able to define the national account to AR customer by using maintain customer screen. The screen is used to specify the parent customer and all of the subsidiary customers of a national account.
User can able to define global setting which can be apply to entire national account. Below are the global settings:
- Credit Limit – It allows user to set credit limit for the entire national account
- On Hold – It allows user to put the entire national account on hold.
The parent customer is present on the higher level in the national account. Subsidiary customer is present on the lower level in national account and it can be a member of any single national account at a given point of time so there can be multiple subsidiary customer can be assigned to a single parent customer.
These are options available for subsidiary customer in Maintain Customer Screen:
- Default Bill to – This option is present for choose parent customer or subsidiary customer for set to default Bill to for invoice and sales order.
- Allow Parent to Pay – This option is present for allowing the parent customer to settle all of transactions for the subsidiary.
- Consolidated Statement – This options is present for include the subsidiary transactions in one statement.
Here the below screen of Maintain Customer where you can assign national account to customer.
Greytrix a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.
Greytrix offers unique GUMU™ integrated solutions of Sage 300 with Sage CRM, Salesforce.com and Magento eCommerce along with Sage 300 Migration from Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 300 customization and development services and integration service for applications such as POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage 300 ERP and in Sage 300c development services we offer services such as upgrades of older codes and screens to new web screens, newer integrations using sdata and web services to Sage business partners, end users and Sage PSG worldwide. Greytrix offers over 20+ Sage 300 productivity enhancing utilities that we can help you with such as GreyMatrix, Document Attachment, Document Numbering, Auto-Bank Reconciliation, Purchase Approval System, Three way PO matching, Bill of Lading and VAT for Middle East.
For more details on Sage 300 and 300c Services, please contact us at [email protected]. We will be glad to assist you.