Why when you setup a National Account do you have to have a National Account ID of 1200 Customer ID of 1200 to get things like the statement printing and receipt functionality to work.

When you setup a Customer and link it to a National Account Number shouldn't that be enough? In a lot of cases the National Account Customer is not required as an individual customer.

The documentation around this in Accpac is REALLY poor and the clients just don't get it and "because you just have to so that Accpac will work" isn't really the best answer.

You should able to have a National Account ID of 1200, Customers 1201, 1202, 1203 which are all linked to the National Account of 1200. When you goto the Receipt Entry Screen you should just have to put in 1200 and it pull in all of the details for 1201, 1202, 1203 etc.

Comments

  • That is exactly what National Accounts is for, receipt entry and it works as you want it to. Not sure what your issue is.

  • I don't agree with this suggestion. Having a special customer with the same code as the National Account (1200 in the example) enables receipting to work consistently, including the ability to enter unapplied receipts when you don't know which customer it is for.