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Note: Only available if the National Subsidiary Accounts feature is enabled in the Setup Wizard.
In the Customer Details window - National Accounts tab, shown in Figure 1 & 2, you can link the current customer record to a single national (parent) customer record or link a number of subsidiary accounts to the current account or both.
Associate national with subsidiary customer records
Figure 1: The Customer - National Accounts tab for a subsidiary with its own subsidiaries linked to national
Figure 2: The Customer - National Accounts tab for a national customer record linked to a subsidiary with its own subsidiaries
The purpose, function and contents of the items on the tab are explained in detail in Table 1.
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Item |
Purpose, Function or Contents |
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This subsidiary account is financed by a parent company |
Check the check box to open the Find Customer window where you find and select the national/parent customer record to associate the current customer to as a subsidiary. Once selected, the Find Customer window closes and the following selected parent record contact details are displayed in the top portion of the tab:
Once a parent account is selected, click the [View] button to open the Customer Details window with the parent record details displayed. |
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Active |
Click on a blank cell to open the Find Customer window where you find and select the a customer record to associate to the current customer to as a subsidiary. Once selected, the Find Customer window closes and the following selected subsidiary record contact details are displayed in the bottom grid portion of the tab:
For an existing subsidiary account, click the [Check mark] icon on the appropriate row in the Subsidiary Account list to open the Customer Details window with the subsidiary customer record details displayed. |
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Total National Balance |
Displays the total balance owing of all subsidiary balances in the Subsidiary Account list (sum of). |
Table 1: The National Accounts tab items