We seem to be missing a few steps when setting up National Accounts. I was hoping a fellow Epicor user may have a work instruction to share. We can see the parent/child relationship but cannot figure out how to apply payments throughout the family.
The relationship has to be set in Company Config, so when you are in Cash Receipt you will be able to pay invoices from customers in the same relationship.
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Thank you Johnathan for your reply. I am a newbie user, can you offer a video, or written direction to further assist?
It should be assigned to the Payer relationship in Company Config
Then if you have the relationship customers like this
If you create a cash receipt for customer avatest you should see and be able to pay invoices for customer jona.
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Jonathan,
Thank you that was helpful. It seems like we do not have credit relationship classes in place so this is my next hurdle. Do you mind explaining when you would select “Across National Account”.
Wasn’t sure but according to the help it means you want to be able to pay invoices for any customer within the relationship no matter which customer from that relationship you enter on cash receipt.
Without it I think you can only pay invoices for the same customer and those below it in the hierarchy.