Visma Net
About setting up parent-child relationships
In this topic, you will read about how to set up a parent-child relationship between customer accounts when you create these accounts.
You can use this functionality if Parent-child customer relationship is enabled in the Enable/disable functionalities (CS100000) window.
Set up the parent-child relationship
Go to the Customers (AR303000) window, and perform the following steps in order to configure parent-child relations between customer accounts that you are defining:
- Set up a customer account that represents the parent company (which the
organisation might refer to as the head office or main branch). In the Parent
info section on the Invoice settings tab, you
specify whether you need the companies to have a consolidated balance, consolidated
statements, and a shared credit policy by selecting or clearing the
Consolidate balance, Consolidate
statements, and Share credit policy check boxes.
The values of these check boxes will provide the default values for the corresponding check boxes of the child customer accounts. - Set up customer accounts that represent child companies, which are generally
subsidiaries that are controlled by the parent company. During setup, for each child
company, you specify the parent account in the Parent account
field.
In the Parent info section of the Invoice settings tab, you adjust the values of the Consolidate balance, Consolidate statements, and Share credit policy check boxes, if needed. Additionally, you can select Consolidate invoices if you want invoices to be sent to the parent.
Only a two-level hierarchy is supported.
With the exception of the details described above, the setup of parent and child customer accounts does not differ from the setup of independent customer accounts.
Also, you can set up a parent-child relationship between existing customer accounts.
With the exception of the details described above, the setup of parent and child customer accounts does not differ from the setup of independent customer accounts.
Also, you can set up a parent-child relationship between existing customer accounts.
For each parent account, you can view the list of its child accounts on the Child accounts tab of the Customers (AR303000) window.
