Reply To: Child credits

  • Jo deRuiter

    Member
    March 26, 2024 at 3:13 pm
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    @calvin-smithus-bigdaishowa-com

    Essentially, when you have setup a national accounts hierarchy in Sales>Cards>National Accounts and marked there that you Allow Receipts for Entry for Children of the National Account then this field (below) in the apply window will open up.

    CAVEATS: The customers must have been setup as national accounts related BEFORE you entered the transactions. This is because when you enter a transaction for a national account then a specific field in the SQL tables fills out with that information and if you had not yet setup the relationship, that field is blank.

    Here are some screenshots to help out, but if you are not able to do this, then it is likely the transaction(s) in question were entered BEFORE the national account was setup

    national account header
    national account to apply

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