Setting Up Head Office with Children accounts
Overview
Readysell allows you to have head office customers and child customers. The child customers are linked to the head office customer.
When you have a head office customer with a number of child customers, you sometimes need to control which customer gets invoices and emails.
'Send Documents to Parent' field only applies to Invoice and Statement printing/emailing when you turn this flag on a Customers Card and link to the field 'Parent'
The field of 'Chargeto' has no relevance to printing of any documents.
The field of 'Chargeto' only relates to who gets the open items.
When setting up email address details. Be aware that batch emails extract the email address as follows:
if generating emailbatch for a Campaign, the emailaddress comes from Person on each campaignLine
if generating emailbatch for a meter charge run, the emailaddress comes from IsAccountPayable Person of chargeto on its sale invoice
if generating emailbatch for a meter count run, the emailaddress comes from meterCountRunLine.Meter.Machine.ContactPerson
if generating emailbatch for a purchaserun, the emailaddress comes from IsSales person from purchaseRunSupplier.Supplier.People
if generating emailbatch for a sale invoice run, the emailaddress comes from IsAccountPayable person from saleInvoiceRun.SaleInvoiceRunLines.Customer.People
if generating emailbatch for a sale run, the emailaddress comes from IsAccountPayable person from saleRun.SaleRunCustomers.Customer.People
if generating emailbatch for a payment run, the emailaddress comes from IsAccountReceivable person from paymentRun.PaymentRunSuppliers.Supplier.People
if generating emailbatch from the task that generates a nightly email batch for sale invoices.
If their is an email address on the sale order:
That address is copied to the sale shipments
The emails sent out used to split by customer, now they split by email address.
If some emails go to the finance company and some go to the customer. They will be grouped into two different emails and both sent out to the respective email addresses
If there is no email address on any of the sale shipments associated with a sale invoice. Then the system will try to get an email address from IsAccountPayable person from SaleInvoice.Customer.People
Setting up Head office and Children cards
Firstly the Head office cardid needs to be set up
Secondly set up all the children accounts.
On each of the children accounts, set the chargeto field = the cardid of head office and click on Save
Procedure
Requirement | For Head Office cardid | For Child cardid | Set Child charge to head office cardid | Set child cardid Parent field to head office cardid | Send documents to parent flag | Delivery Mode For Invoices field | Delivery Mode for Statements field | Head Office Cardid Invoice Mode and Delivery Docket Mode | Child Cardid Invoice Mode |
|---|---|---|---|---|---|---|---|---|---|
Head office and child get a copy of the each sales invoice for the child | x |
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| Print & Email or which ether other mode you require | If Invoice mode = Manual set Delivery Docket Mode cannot be set to Manual |
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Head office and child get a copy of the each sales invoice for the child |
| x | X | X | X | Print & Email or which ether other mode you require | None |
| If Invoice mode = Manual set Delivery Docket Mode cannot be set to Manual |
Head office only gets a copy of the each invoice for the child being the charge from | x |
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| Print & Email or which ether other mode you require | If Invoice mode = Manual set Delivery Docket Mode cannot be set to Manual |
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Head office only gets a copy of the each invoice for the child being the charge from |
| x | x | x | x |
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Head office does not requre a copy of the childs invoice | x |
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| Print & Email or which ether other mode you require | If Invoice mode = Manual set Delivery Docket Mode cannot be set to Manual |
| |
Head office does not requre a copy of the childs invoice |
| x | X | Must be blank! | Must not be checked. | Print & Email or which ether other mode you require | None |
| If Invoice mode = Manual set Delivery Docket Mode cannot be set to Manual |