Sometimes the way customers want to be billed changes and it would be nice to be able to remove customers from a National Account group while they have open items and not have to credit and reinvoice the customer. This creates extra work and the invoice numbers change.
by: Heather O. | over a year ago | Operations Management
Comments
We need to be able to move people into, out of, and between, National Accounts.
Every client who has ever used National accounts has needed this, and others have decided not to use National Accounts because of the restriction.
(I first PREPd this in 1999!)
YES! Need ability to add customers w/ open balances into / out of National Accounts as needed.
oh this is sooooo needed setting this up can be a REAL pain especially if a client decides to purchase national accounts after they have implemented A/R. Most of them try to use ship to locations instead of using national accounts to try and save money, (even though we advise them it doesn't work properly), so we setup ship to locations, they use it for a few months, realize it doesn't work, have a moan about it, purchase national accounts and then we tell them that they have to credit out all of the outstanding transactions for this customer, add them to a national account and then either put back a single transaction to put back an opening balance or rekey everything. More of a pain with clients who have OE.
Agreed, users need the ability to change a Customers National Account. The system should update any open transactions to reflect the new National Account.
Absolutely, we have been using 3rd party software like MOM utility for years to achieve this result and to my dismay V6 is not compatable with MOM and does not include the functionality. What? Now we have to purchase another 3rd party utility for National Accounts for V6. If there is enough need to create a 3rd party solution then surely there is enough need to update the software. Unbelievable.
Definately needed.