Hey team!
I might be missing something pretty obvious, but is there a way to attach multiple company IDs to a single parent company? I know you can use different ship to addresses, but is there a way to do this on a CustomerID level?
There’s National Accounts.
From the Help:
National Account (Customer Maintenance > Billing > National Account)
National Account
Navigate to this sheet/program:
- Customer Maintenance > Billing > National Account
Use the National Account sheet to define settings for a customer in a national account that defines payer bill to relationships.
In payer bill to relationships, a payer customer pays for a bill to customer that receives invoices. National accounts of this type can allow multiple payers, cross-account payers, and third-party payers. A company setting determines the non-tiered relationship class used to define accounts for payer bill to relationships.
Customers that belong to national accounts based on the class receive and pay invoices based on the relationship. A customer in such an account can be defined as a child or a parent customer. By default, parent customers act as the payers for their children. The Epicor application assumes the customer pays for its own expenses.
Options in this sheet override defaults set by the national account. You can define settings that allow child customers to pay their parent’s invoices and allow a customer to pay invoices for all customers in the same account.
The Epicor application also supports global overrides of payer bill-to relationships. Selection of Across National Account in Company Configuration allows all account customers in payer bill to relationships to pay for other customers in the same account.
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