Child Accounts Association
Commerce Pro provides the ability to view customer data on the Order Summary screen; inclusive or exclusive of child accounts associated with an account.
Note – This summary provides a quick reference display of child accounts
Enable this Feature
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Navigate to the Receivables workspace.
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Click Customers under the Preferences menu.
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Open or create a Customer record.
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Click the Billing Settings tab.
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View the Parent Info section.
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Select the parent company name from the Parent Account drop-down field.
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Select the Consolidate Balance checkbox, if applicable to the business need.
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Select the Consolidate Statements checkbox, if applicable to the business need.
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The parent Customer account will then display the customer’s Child Association Accounts.
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Click Save.
How to Apply
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Navigate to the Receivables workspace.
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Click Customers, under the Profiles menu.
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Select a customer.
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Click the Associated Child Accounts tab.
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View the child accounts listed.