{"id":14,"date":"2014-03-24T09:57:00","date_gmt":"2014-03-24T09:57:00","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagemas\/?p=14"},"modified":"2024-06-25T05:18:56","modified_gmt":"2024-06-25T05:18:56","slug":"how-to-process-transactions-of-national-accounts-in-sage-100-erp","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagemas\/2014\/03\/24\/how-to-process-transactions-of-national-accounts-in-sage-100-erp\/","title":{"rendered":"How to process transactions of National Accounts in Sage 100 ERP"},"content":{"rendered":"
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<\/div>\n

<\/h2>\n

In our last blog, we discussed about <\/span>How to setup National Accounts in SAGE 100 ERP<\/a><\/span>. Today we will discuss about how to process transactions with Sage 100 national Account Customers.<\/span><\/span><\/h2>\n

Processing Sales Orders<\/span><\/h2>\n

During Sales Order entry or Accounts Receivable Invoice Entry, the national account\u00a0information and default preferences automatically populate the appropriate fields.\u00a0 Sage 100 ERP will check credit limits and print orders just as we normally do.\u00a0 The order will correctly display who was billed and where items were shipped.\u00a0 We can also print consolidated statements for national accounts showing orders that were shipped to all locations, a specific group, or individual location.\u00a0<\/span><\/h2>\n

Let\u2019s proceed with Customer \u201901-0000018\u2019 for which we have set customer \u201901-0000020\u2019 as National Account through Billing Address. Here we are creating a sales order against customer \u201901-0000018\u2019 and its billing have been selected as \u201901-0000020\u2019 by default. So However, the order gets generated against customer \u201901-0000018\u2019 but its billing will be sent to customer \u2018\u201901-0000020\u2019<\/span><\/h2>\n

\"Sales<\/a>
\n
\nProcessing Sales Invoices and Payments<\/span><\/span><\/b>
\n
\n<\/span>During Invoice and payment processing, Accounts Receivable will display transactions for all members of the national account on the same screen.\u00a0In this case, we can see that the Order\/ Invoice is generated for the subsidiary Customer with id \u201c01-0000020\u201d but the billing and payment transaction is done for the Parent Customer with id \u201c01-0000018\u201d. This provides a faster and easier way of applying payments to the appropriate location, branch, or customer ID.<\/span><\/span><\/span>
\n
\n<\/span><\/span><\/span>\"A\/R<\/span><\/span><\/span><\/a><\/p>\n

\"Cash<\/span><\/span><\/a>
\nIn a nutshell, the new National Accounts feature makes it much easier to invoice and\u00a0apply payments on larger customer accounts while allowing each location to retain its own identity for reporting and analytic purposes. Using this designation, users will be able to identify and bill the parent company for goods and services sold and provide to the branch\u2014while still keeping a unique customer account for each entity. <\/span><\/span><\/p>\n

For more information,contact us at\u00a0erpmig@greytrix.com<\/span><\/a><\/span><\/b><\/p>\n

\n
<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

In our last blog, we discussed about How to setup National Accounts in SAGE 100 ERP. Today we will discuss about how to process transactions with Sage 100 national Account Customers. Processing Sales Orders During Sales Order entry or Accounts Receivable Invoice Entry, the national account\u00a0information and default preferences automatically populate the appropriate fields.\u00a0 Sage\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":181,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[51,74,133,137,175,191],"tags":[],"class_list":["post-14","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-customer","category-erpmig","category-migration","category-national-accounts","category-sage-100","category-sales-order"],"yoast_head":"\nSage 100 ERP to perform National Accounts transaction<\/title>\n<meta name=\"description\" content=\"Understand how to handle transactions with national account customers for Sage 100.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, 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