Re: Branch and Headquarters Customers

Bob,
One of the challenges with using the Headquarters/Branch function is if the branch already has a receivables balance, you cannot (easily) change the customer to become a branch of the headquarters. You also cannot (easily) move the balance to the headquarters. According to the Infor website:

"No. Customers with open orders and/or open receivables, cannot be converted to a branch of a consolidated headquarters. The message AMB0934 will be issued. This means that the customer cannot be converted when open orders or open receivables (unpaid invoices) exist in the Accounts Receivable application."
I also believe that if the Consolidated Headquarters requested an AR statement for a single branch, you may not be able to get that without custom coding.

Eric

We Need to setup a new Customer that is a buying Organization> for multiple companies. I understand that this is best handled the> Headquarters and Branches using the Consolidated flag.> The Organization is to get all of the Invoices for all members> and either the organization or the members can place orders. In the COM> documentation it says to avoid overriding the Sold-To address we should> use the Branch Name and the Headquarters in each Branch record will this> generate the correct address on the Invoice.>

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