Tech Note: Understanding the National Account Management Feature

The National Account Management feature allows linking a customer account to another customer that represents its parent or national account. You can then apply receipts or open credits from the parent account to pay the subsidiaries’ accounts. You can also then print either a Customer Statement for the parent only or a combined Statement for the parent and its subsidiaries and certain receivables-related reports are also enhanced to include both the parent’s and its subsidiaries’ information.

To learn how to leverage this feature to save time and effort in analyzing data by just looking at one report rather than numerous reports while obtaining the same information, please see our Article #1303: Understanding the National Account Management Feature. It discusses how to activate and set up the national account management feature. It also provides information about the feature’s effects on certain Accounts Receivable (AR) functions and related enhancements implemented in certain reports.