Visma.net ERP
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 Aktivera/inaktivera funktioner (CS100000) window.
Set up the parent-child relationship
Go to the Kunder (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.
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 Kunder (AR303000) window.
