You can assign parent customers to customer files to identify the customer that is financially responsible. You can establish a parent customer that has one or more bill-to customers. Establishing the parent level of the hierarchy allows you to combine accounts receivable and sales information from the child entities to a single parent entity.
Linking dependents to a parent customer also allows you to assign credit controls for the parent customer and apply them to the dependent customers in the relationship, post cash receipts to a parent customer, and print a parent customer statement that includes information for billing for the dependent customers. You can also select the parent customer on all major reports.
Use the Parent Statement Customer field on the Pricing Options from Customer Maintenance to assign a parent customer for the dependent customer. By identifying a parent customer, the system produces statements for the parent that includes all open items for all ship-to customers that point to the parent. This statement is broken down with subtotals by ship-to customer. In addition, if you select a parent customer on reports, the system displays information for the parent and all its dependents.
Note: Selecting a parent in this field activates the Use Parent selection on the Credit Control Parameters window.
For more information about parent and dependent customer files, see Defining Parent Companies and Dependents.
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