We have a situation where a customer was purchased by another customer of ours. They have outstanding debt. But the company (as far as the name/address assigned to the account) are no longer. How do I handle that in Epicor? I can’t bill them any longer. Do we update that account record to the new address? Is there any kind of built in function to combine existing customers?
You can use national account or you can add alternate bill to to the existing customer. Either choice should work
I tried the national account setup for this scenario in an older version of e10. We couldnt get cash receipts to apply to the child company because the invoices were created before the national account was setup. Test that, hopefully that works better for you.
Thanks @bderuvo and @josecgomez !
I figured Alternate Bill To was an option (and we’ve already set that up). I wasn’t sure if that would allow us to bill the new customer for existing invoices. I wonder if AR might just be able to close those existing invoices and re-create them using the alternate bill to.
I need to read up about National accounts. I’m not sure we’re using that at all today nor do I really know what it does.
Just be careful with credit with those. The credit system is hopelessly broken.
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