Sage ERP X3 has come up with an interesting feature through which we can easily achieve feature of assigning Parent and Child Company.
The Customers in Sage X3 has a feature termed as Bill To and Pay-By which we have explained below and this can be made to use as Parent and Child Company.
- Bill-to: This field allows us to select the customer against whom the invoice should be generated. From the above screenshot for customer “C1101” I have selected the “C1102” as Bill-to customer. Now, whenever we create any order against the “C1101” customer, the invoice balance will be raised against the “C1102”, and after the Invoice is posted the invoice journal will be created against Bill-to customer only.
- Pay-by: This field allows us to select the different Pay-By customer for a particular customer. From the above screenshot for customer “C1101” I have selected the “C1103” as a Pay-by customer. Now, whenever we go for the payment of invoice it will create the receipt entry against the Pay-by customer i.e. “C1103” and when we post the receipt journal will be created against Pay-by customer only.
Here we can consider C1101 as Child Company and C1102 as the parent company.
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