Vantage - Customer Credit when linking Child/Parent

Yahoo Archive
1
Hi Stephen,

Im new to all of this Vantage UD fields etc.

Is the below suggestion easy to do?

Could anyone talk me through it or does anyone have something similar that they have already created?

I can see the logic, but can't picture in my head how to put it all together.

Maybe also useful to have a check box so any parents can be ticked which may help with the dashboard when filtering results.

I look foreward to hearing any suggestions.

Regards,



CHRIS THOMPSON




________________________________
From: Stephen Edginton <stephene@...>
To: vantage@yahoogroups.com
Sent: Tuesday, 17 February, 2009 17:12:17
Subject: RE: [Vantage] Vantage - Customer Credit when linking Child/Parent


Chris,

If it is just a relationship between the customers you wish to establish and view you could always

Add a UD field to store the parent CustNum.

Customer.Number01 could be used.

Add a button to search and select this or a like property to allow you to right click search.

Then a simple BAQ / Dashboard added to a Tab in Customer Maintenance and Tracker would allow you to view this structure

Without having the defined business logic of parent / child in the equation.

Regards,

Stephen

From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf Of Chris Thompson
Sent: 17 February 2009 16:41
To: vantage@yahoogroups .com
Subject: [Vantage] Vantage - Customer Credit when linking Child/Parent

Hi,

We have an issue with credit limits.

We have set some of our companies up so there are parents and children.

eg Parent Company A

has 50 children who are all customers

Child Company 1
Child Company 2 etc.

At present on our old system, we can set individual credit limits per child company and they are not controlled by the parent company.

On Vantage, regardless of whether you set a credit limit for the Child company, it will always use the Parent's credit limit.

If we use the above example, where we have 50 Child companies, all with a credit limit of £3000 on our existing system, in theory if we give the Parent company £150,000 credit it should work.

However, this doesn't work for us because that means one branch (Child) could spend £140,000 leaving only £10,000 to be shared between the other 49 Children.

This leads us on to the next problem - If, on our existing system, a Child does over their individual credit limit, we can put them on stop until they pay their money, without affecting the other Children or the Parent.

However, on Vantage if we put the Child on credit hold I believe it puts the all Children and Parent on credit hold which means that none of them can buy again until they have paid some money.

Cutting a long story short, we are looking at a way to link the Parents/Children, only so that we can look on each account and see the relationship between Parent/Child if they exist.

We do not want to to have dependant Children so they all share the same credit limit.

Each child should have their own credit limit and should be put on stop when they reach the limit - this should have no affect on the other children or parent. The only link that we need to see between a Parent and Child is literally to be able to see that a Child belongs (is owned by) a Parent.

Does anybody have any work-a-rounds or solutions that they would be willing to share?

Thanks in advance.

Chris Thompson

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]







[Non-text portions of this message have been removed]
2
Hi,

We have an issue with credit limits.

We have set some of our companies up so there are parents and children.

eg       Parent Company A

         has 50 children who are all customers

         Child Company 1
         Child Company 2 etc.


At present on our old system, we can set individual credit limits per child company and they are not controlled by the parent company.

On Vantage, regardless of whether you set a credit limit for the Child company, it will always use the Parent's credit limit.

If we use the above example, where we have 50 Child companies, all with a credit limit of £3000 on our existing system, in theory if we give the Parent company £150,000 credit it should work.

However, this doesn't work for us because that means one branch (Child) could spend £140,000 leaving only £10,000 to be shared between the other 49 Children.

This leads us on to the next problem - If, on our existing system, a Child does over their individual credit limit, we can put them on stop until they pay their money, without affecting the other Children or the Parent.

However, on Vantage if we put the Child on credit hold I believe it puts the all Children and Parent on credit hold which means that none of them can buy again until they have paid some money.


Cutting a long story short, we are looking at a way to link the Parents/Children, only so that we can look on each account and see the relationship between Parent/Child if they exist.

We do not want to to have dependant Children so they all share the same credit limit.



Each child should have their own credit limit and should be put on stop when they reach the limit - this should have no affect on the other children or parent. The only link that we need to see between a Parent and Child is literally to be able to see that a Child belongs (is owned by) a Parent.

Does anybody have any work-a-rounds or solutions that they would be willing to share?

Thanks in advance.

Chris Thompson




[Non-text portions of this message have been removed]
3
You can put a Child company on Credit hold without the Parent being on
Credit hold. Vantage will ignore the Credit hold on the Child and use the
Parent non hold status if the Parent is also the Alternate Bill to.
Development says the system is working as designed. They are considering
the ability to change this. I have an enhancement request #3459ESC. If
enough customers request this enhancement, it will happen.

I do not have a work around for this issue sorry, just another frustrated
user.

Jeff



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Chris Thompson
Sent: Tuesday, February 17, 2009 11:41 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Vantage - Customer Credit when linking Child/Parent



Hi,

We have an issue with credit limits.

We have set some of our companies up so there are parents and children.

eg Parent Company A

has 50 children who are all customers

Child Company 1
Child Company 2 etc.

At present on our old system, we can set individual credit limits per child
company and they are not controlled by the parent company.

On Vantage, regardless of whether you set a credit limit for the Child
company, it will always use the Parent's credit limit.

If we use the above example, where we have 50 Child companies, all with a
credit limit of £3000 on our existing system, in theory if we give the
Parent company £150,000 credit it should work.

However, this doesn't work for us because that means one branch (Child)
could spend £140,000 leaving only £10,000 to be shared between the other 49
Children.

This leads us on to the next problem - If, on our existing system, a Child
does over their individual credit limit, we can put them on stop until they
pay their money, without affecting the other Children or the Parent.

However, on Vantage if we put the Child on credit hold I believe it puts the
all Children and Parent on credit hold which means that none of them can buy
again until they have paid some money.

Cutting a long story short, we are looking at a way to link the
Parents/Children, only so that we can look on each account and see the
relationship between Parent/Child if they exist.

We do not want to to have dependant Children so they all share the same
credit limit.

Each child should have their own credit limit and should be put on stop when
they reach the limit - this should have no affect on the other children or
parent. The only link that we need to see between a Parent and Child is
literally to be able to see that a Child belongs (is owned by) a Parent.

Does anybody have any work-a-rounds or solutions that they would be willing
to share?

Thanks in advance.

Chris Thompson

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]
4
Chris,

If it is just a relationship between the customers you wish to establish and view you could always

Add a UD field to store the parent CustNum.

Customer.Number01 could be used.

Add a button to search and select this or a like property to allow you to right click search.



Then a simple BAQ / Dashboard added to a Tab in Customer Maintenance and Tracker would allow you to view this structure

Without having the defined business logic of parent / child in the equation.





Regards,

Stephen



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Chris Thompson
Sent: 17 February 2009 16:41
To: vantage@yahoogroups.com
Subject: [Vantage] Vantage - Customer Credit when linking Child/Parent



Hi,

We have an issue with credit limits.

We have set some of our companies up so there are parents and children.

eg Parent Company A

has 50 children who are all customers

Child Company 1
Child Company 2 etc.

At present on our old system, we can set individual credit limits per child company and they are not controlled by the parent company.

On Vantage, regardless of whether you set a credit limit for the Child company, it will always use the Parent's credit limit.

If we use the above example, where we have 50 Child companies, all with a credit limit of £3000 on our existing system, in theory if we give the Parent company £150,000 credit it should work.

However, this doesn't work for us because that means one branch (Child) could spend £140,000 leaving only £10,000 to be shared between the other 49 Children.

This leads us on to the next problem - If, on our existing system, a Child does over their individual credit limit, we can put them on stop until they pay their money, without affecting the other Children or the Parent.

However, on Vantage if we put the Child on credit hold I believe it puts the all Children and Parent on credit hold which means that none of them can buy again until they have paid some money.

Cutting a long story short, we are looking at a way to link the Parents/Children, only so that we can look on each account and see the relationship between Parent/Child if they exist.

We do not want to to have dependant Children so they all share the same credit limit.

Each child should have their own credit limit and should be put on stop when they reach the limit - this should have no affect on the other children or parent. The only link that we need to see between a Parent and Child is literally to be able to see that a Child belongs (is owned by) a Parent.

Does anybody have any work-a-rounds or solutions that they would be willing to share?

Thanks in advance.

Chris Thompson

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]
5
Hi Jeff,

What exactly was you enhancement request for?

Chris




________________________________
From: Jeff Stockard <jeff.stockard@...>
To: vantage@yahoogroups.com
Sent: Tuesday, February 17, 2009 5:00:11 PM
Subject: RE: [Vantage] Vantage - Customer Credit when linking Child/Parent


You can put a Child company on Credit hold without the Parent being on
Credit hold. Vantage will ignore the Credit hold on the Child and use the
Parent non hold status if the Parent is also the Alternate Bill to.
Development says the system is working as designed. They are considering
the ability to change this. I have an enhancement request #3459ESC. If
enough customers request this enhancement, it will happen.

I do not have a work around for this issue sorry, just another frustrated
user.

Jeff

From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf Of
Chris Thompson
Sent: Tuesday, February 17, 2009 11:41 AM
To: vantage@yahoogroups .com
Subject: [Vantage] Vantage - Customer Credit when linking Child/Parent

Hi,

We have an issue with credit limits.

We have set some of our companies up so there are parents and children.

eg Parent Company A

has 50 children who are all customers

Child Company 1
Child Company 2 etc.

At present on our old system, we can set individual credit limits per child
company and they are not controlled by the parent company.

On Vantage, regardless of whether you set a credit limit for the Child
company, it will always use the Parent's credit limit.

If we use the above example, where we have 50 Child companies, all with a
credit limit of £3000 on our existing system, in theory if we give the
Parent company £150,000 credit it should work.

However, this doesn't work for us because that means one branch (Child)
could spend £140,000 leaving only £10,000 to be shared between the other 49
Children.

This leads us on to the next problem - If, on our existing system, a Child
does over their individual credit limit, we can put them on stop until they
pay their money, without affecting the other Children or the Parent.

However, on Vantage if we put the Child on credit hold I believe it puts the
all Children and Parent on credit hold which means that none of them can buy
again until they have paid some money.

Cutting a long story short, we are looking at a way to link the
Parents/Children, only so that we can look on each account and see the
relationship between Parent/Child if they exist.

We do not want to to have dependant Children so they all share the same
credit limit.

Each child should have their own credit limit and should be put on stop when
they reach the limit - this should have no affect on the other children or
parent. The only link that we need to see between a Parent and Child is
literally to be able to see that a Child belongs (is owned by) a Parent.

Does anybody have any work-a-rounds or solutions that they would be willing
to share?

Thanks in advance.

Chris Thompson

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]







[Non-text portions of this message have been removed]
6
To be able to put the Child company on Hold and have Vantage use the Child
credit status, instead of ignoring the Child credit hold and only looking at
the Parent company credit status.

Jeff



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Chris Thompson
Sent: Tuesday, February 17, 2009 5:14 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Vantage - Customer Credit when linking Child/Parent



Hi Jeff,

What exactly was you enhancement request for?

Chris

________________________________
From: Jeff Stockard <jeff.stockard@...
<mailto:jeff.stockard%40rikerprod.com> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Sent: Tuesday, February 17, 2009 5:00:11 PM
Subject: RE: [Vantage] Vantage - Customer Credit when linking Child/Parent

You can put a Child company on Credit hold without the Parent being on
Credit hold. Vantage will ignore the Credit hold on the Child and use the
Parent non hold status if the Parent is also the Alternate Bill to.
Development says the system is working as designed. They are considering
the ability to change this. I have an enhancement request #3459ESC. If
enough customers request this enhancement, it will happen.

I do not have a work around for this issue sorry, just another frustrated
user.

Jeff

From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf
Of
Chris Thompson
Sent: Tuesday, February 17, 2009 11:41 AM
To: vantage@yahoogroups .com
Subject: [Vantage] Vantage - Customer Credit when linking Child/Parent

Hi,

We have an issue with credit limits.

We have set some of our companies up so there are parents and children.

eg Parent Company A

has 50 children who are all customers

Child Company 1
Child Company 2 etc.

At present on our old system, we can set individual credit limits per child
company and they are not controlled by the parent company.

On Vantage, regardless of whether you set a credit limit for the Child
company, it will always use the Parent's credit limit.

If we use the above example, where we have 50 Child companies, all with a
credit limit of £3000 on our existing system, in theory if we give the
Parent company £150,000 credit it should work.

However, this doesn't work for us because that means one branch (Child)
could spend £140,000 leaving only £10,000 to be shared between the other 49
Children.

This leads us on to the next problem - If, on our existing system, a Child
does over their individual credit limit, we can put them on stop until they
pay their money, without affecting the other Children or the Parent.

However, on Vantage if we put the Child on credit hold I believe it puts the
all Children and Parent on credit hold which means that none of them can buy
again until they have paid some money.

Cutting a long story short, we are looking at a way to link the
Parents/Children, only so that we can look on each account and see the
relationship between Parent/Child if they exist.

We do not want to to have dependant Children so they all share the same
credit limit.

Each child should have their own credit limit and should be put on stop when
they reach the limit - this should have no affect on the other children or
parent. The only link that we need to see between a Parent and Child is
literally to be able to see that a Child belongs (is owned by) a Parent.

Does anybody have any work-a-rounds or solutions that they would be willing
to share?

Thanks in advance.

Chris Thompson

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]
7
Double check but I think they changed that behavior in 9 to do as you ask or they set it up as an option, I can't remember which.



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Jeff Stockard
Sent: Wednesday, February 18, 2009 8:15 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Vantage - Customer Credit when linking Child/Parent



To be able to put the Child company on Hold and have Vantage use the Child
credit status, instead of ignoring the Child credit hold and only looking at
the Parent company credit status.

Jeff

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On Behalf Of
Chris Thompson
Sent: Tuesday, February 17, 2009 5:14 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: Re: [Vantage] Vantage - Customer Credit when linking Child/Parent

Hi Jeff,

What exactly was you enhancement request for?

Chris

________________________________
From: Jeff Stockard <jeff.stockard@... <mailto:jeff.stockard%40rikerprod.com>
<mailto:jeff.stockard%40rikerprod.com> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
Sent: Tuesday, February 17, 2009 5:00:11 PM
Subject: RE: [Vantage] Vantage - Customer Credit when linking Child/Parent

You can put a Child company on Credit hold without the Parent being on
Credit hold. Vantage will ignore the Credit hold on the Child and use the
Parent non hold status if the Parent is also the Alternate Bill to.
Development says the system is working as designed. They are considering
the ability to change this. I have an enhancement request #3459ESC. If
enough customers request this enhancement, it will happen.

I do not have a work around for this issue sorry, just another frustrated
user.

Jeff

From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf
Of
Chris Thompson
Sent: Tuesday, February 17, 2009 11:41 AM
To: vantage@yahoogroups .com
Subject: [Vantage] Vantage - Customer Credit when linking Child/Parent

Hi,

We have an issue with credit limits.

We have set some of our companies up so there are parents and children.

eg Parent Company A

has 50 children who are all customers

Child Company 1
Child Company 2 etc.

At present on our old system, we can set individual credit limits per child
company and they are not controlled by the parent company.

On Vantage, regardless of whether you set a credit limit for the Child
company, it will always use the Parent's credit limit.

If we use the above example, where we have 50 Child companies, all with a
credit limit of £3000 on our existing system, in theory if we give the
Parent company £150,000 credit it should work.

However, this doesn't work for us because that means one branch (Child)
could spend £140,000 leaving only £10,000 to be shared between the other 49
Children.

This leads us on to the next problem - If, on our existing system, a Child
does over their individual credit limit, we can put them on stop until they
pay their money, without affecting the other Children or the Parent.

However, on Vantage if we put the Child on credit hold I believe it puts the
all Children and Parent on credit hold which means that none of them can buy
again until they have paid some money.

Cutting a long story short, we are looking at a way to link the
Parents/Children, only so that we can look on each account and see the
relationship between Parent/Child if they exist.

We do not want to to have dependant Children so they all share the same
credit limit.

Each child should have their own credit limit and should be put on stop when
they reach the limit - this should have no affect on the other children or
parent. The only link that we need to see between a Parent and Child is
literally to be able to see that a Child belongs (is owned by) a Parent.

Does anybody have any work-a-rounds or solutions that they would be willing
to share?

Thanks in advance.

Chris Thompson

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]
8
Hi Stephen,

That sounds good, but I have no idea how to add the things you have suggested - can anyone talk me through it or point me in the direction of an answerbook or similar?


Thanks,

CHRIS




________________________________
From: Stephen Edginton <stephene@...>
To: vantage@yahoogroups.com
Sent: Tuesday, February 17, 2009 5:12:17 PM
Subject: RE: [Vantage] Vantage - Customer Credit when linking Child/Parent


Chris,

If it is just a relationship between the customers you wish to establish and view you could always

Add a UD field to store the parent CustNum.

Customer.Number01 could be used.

Add a button to search and select this or a like property to allow you to right click search.

Then a simple BAQ / Dashboard added to a Tab in Customer Maintenance and Tracker would allow you to view this structure

Without having the defined business logic of parent / child in the equation.

Regards,

Stephen

From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf Of Chris Thompson
Sent: 17 February 2009 16:41
To: vantage@yahoogroups .com
Subject: [Vantage] Vantage - Customer Credit when linking Child/Parent

Hi,

We have an issue with credit limits.

We have set some of our companies up so there are parents and children.

eg Parent Company A

has 50 children who are all customers

Child Company 1
Child Company 2 etc.

At present on our old system, we can set individual credit limits per child company and they are not controlled by the parent company.

On Vantage, regardless of whether you set a credit limit for the Child company, it will always use the Parent's credit limit.

If we use the above example, where we have 50 Child companies, all with a credit limit of £3000 on our existing system, in theory if we give the Parent company £150,000 credit it should work..

However, this doesn't work for us because that means one branch (Child) could spend £140,000 leaving only £10,000 to be shared between the other 49 Children.

This leads us on to the next problem - If, on our existing system, a Child does over their individual credit limit, we can put them on stop until they pay their money, without affecting the other Children or the Parent.

However, on Vantage if we put the Child on credit hold I believe it puts the all Children and Parent on credit hold which means that none of them can buy again until they have paid some money.

Cutting a long story short, we are looking at a way to link the Parents/Children, only so that we can look on each account and see the relationship between Parent/Child if they exist.

We do not want to to have dependant Children so they all share the same credit limit.

Each child should have their own credit limit and should be put on stop when they reach the limit - this should have no affect on the other children or parent. The only link that we need to see between a Parent and Child is literally to be able to see that a Child belongs (is owned by) a Parent.

Does anybody have any work-a-rounds or solutions that they would be willing to share?

Thanks in advance.

Chris Thompson

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]







[Non-text portions of this message have been removed]