We use Headquarters and Branches quite a lot. Some have Consolidated =
N and some Y depending on how we are paid. On your invoicing question,
we have always entered the billing address we wanted printed on the
invoice at the branch customer level. I have never noticed that the
billing address is picked up from the Headquarters number.
When a Branch is flagged as a consolidated branch, then everything in AR
is done through the Headquarters customer number.
As far as I can tell there is no accounting reason for a
non-consolidated Headquarters/Branch situation unless you use it to link
customers for reporting purposes which is what we do.
Setup note - we have always been able to change a standalone customer to
a Branch and assign a Headquarters number to it. However, you cannot
change a customer number that has had order activity to a Headquarters.
I don't know if that helps but it is what we've experienced.
Nancy Carson
IT Director
Taylor Precision Products/Salter Housewares Canada
HoMedics Companies
575-526-0944 ext 3119
575-528-1260 (direct)
575-526-4626 (fax)
-----Original Message-----
From: mapics-l-bounces@xxxxxxxxxxxx
[mailto:mapics-l-bounces@xxxxxxxxxxxx] On Behalf Of Eric Wolf
Sent: Wednesday, October 01, 2008 12:00 PM
To: MAPICS ERP System Discussion
Subject: Re: [MAPICS-L] Branch and Headquarters Customers
Bob,
If my memory serves, I believe that you setup the HQ customer first,
with the flags "Customer is Headquarters" = Y, "Is Consolidated" = Y.
For the branches - "Customer is Headquarters" = N, "Is Consolidated" =
Y and "If branch, Hdqrtrs number" should be that new number.
Two additional gotchas - if a branch is setup without the HQ and
invoicing occurs - you kinda out of luck. Also, I also believe that if
you use the Credit checking function it only will check the Balance and
Open orders for the HQ.
Eric
We won't have that problem as these are brand new to us. We> just need
to figure out how to set them up without having to override> the sol-to
on each new order.>
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