Managing Parent-Child Relationships

If your company deals with customers with multiple franchises, branches, or other organizational units, you might want to configure parent-child relationships in Acumatica ERP between the customer accounts that represent these companies.

You can use this functionality if the Parent-Child Customer Relationship feature is enabled on the Enable/Disable Features (CS100000) form.

In this chapter, you will read about how to set up and maintain parent-child relationships between customer accounts.

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Parent-Child Relationships: General Information

In this topic, you will read about how to set up a parent-child relationship between customer accounts in the settings of these accounts.

Parent-Child Relationships: Credit Policy Application

You can decide whether to apply the parent account’s credit policy to the new sales orders and invoices of the child accounts. The credit policy is a combination of the credit management settings specified for a customer account in Acumatica ERP; for details, see Managing Credit Policy.

Parent-Child Relationships: Relationship Removal

The structure of companies may change over time, and these changes need to be reflected in the customer accounts in the system.

Parent-Child Relationships: Implementation Checklist

The following sections provide details you can use to ensure that the system is configured properly for setting up parent and child customer relationships and processing these customers' documents. You will also learn about the settings that affect the processing workflow.

Parent-Child Relationships: Process Activity

The following activity will walk you through the process of setting up the parent-child relationship between three existing customer accounts.

Parent-Child Relationships: Related Reports

In the following sections, you can find details about the reports you may want to review to gather information about the balances and documents of parent and child customer accounts.

Managing Parent-Child Relationships

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If your company deals with customers with multiple franchises, branches, or other organizational units, you might want to configure parent-child relationships in Acumatica ERP between the customer accounts that represent these companies.[anchor|#p_l5l_4jv_vxb]{br}

You can use this functionality if the ''Parent-Child Customer Relationship'' feature is enabled on the [HelpRoot_FormReference\CS_10_00_00|Enable/Disable Features] ([~/?ScreenId=CS100000|CS100000]) form.[anchor|#p_m5l_4jv_vxb]{br}

In this chapter, you will read about how to set up and maintain parent-child relationships between customer accounts.
==In This Chapter{nestedtopics}==
*[HelpRoot_AccountsReceivable\Finance_Parent-Child_Relationships_GeneralInfo|Parent-Child Relationships: General Information]
*:In this topic, you will read about how to set up a parent-child relationship between customer accounts in the settings of these accounts.
*[HelpRoot_AccountsReceivable\AR__CON_PCHCreditPolicyApplication|Parent-Child Relationships: Credit Policy Application]
*:You can decide whether to apply the parent account’s credit policy to the new sales orders and invoices of the child accounts. The credit policy is a combination of the credit management settings specified for a customer account in Acumatica ERP; for details, see [HelpRoot_CreditPolicy\AR__MNG_CreditPolicy|Managing Credit Policy].
*[HelpRoot_AccountsReceivable\AR__CON_PCHRelationDeletion|Parent-Child Relationships: Relationship Removal]
*:The structure of companies may change over time, and these changes need to be reflected in the customer accounts in the system.
*[HelpRoot_AccountsReceivable\Finance_Parent-Child_Relationships_Implem_Checklist|Parent-Child Relationships: Implementation Checklist]
*:The following sections provide details you can use to ensure that the system is configured properly for setting up parent and child customer relationships and processing these customers' documents. You will also learn about the settings that affect the processing workflow.
*[HelpRoot_AccountsReceivable\Finance_Parent-Child_Relationships_Activity|Parent-Child Relationships: Process Activity]
*:The following activity will walk you through the process of setting up the parent-child relationship between three existing customer accounts.
*[HelpRoot_AccountsReceivable\Finance_Parent-Child_Relationships_Reports|Parent-Child Relationships: Related Reports]
*:In the following sections, you can find details about the reports you may want to review to gather information about the balances and documents of parent and child customer accounts.