Does anyone know a way to create a credit memo for Customer A but then allow it to be used against invoices for customer B or customer C? This for a rebate program where a grouping of customers qualify for a credit but one customer sold to is used for the actual credit memo. I thought either alternate Bill to National Account relationship might work but so far no luck
Any other thoughts?
National Account Relationship should work.
Thanks Vinay. I tried to apply a credit memo to the customer I added as a child to the national account but its still saying the invoice must be for the customer which the credit memo was issued against. Maybe I need to reverse the National Account relationship
I think you might need to check the Across National Account box on the child customer.
Actually I had that and then unchecked and was able to get it to work