Main customer with several bill-to addresses: how do you handle this in Epicor?

Kinetic ERP
1

Hello intelligent users,
how do you handle in Epicor a situation where you have a “main” customer, let’s call it XYZ Group Limited, customer code 12345. This customer has several bill to-addresses, but the money to our bank is always coming from XYZ Group Limited. We have created separate customer codes per each bill to-address, but this creates problems for us in Finance department when trying to match the money with the receivables.
Do you have any more intelligent solution for this kind of case? Many thanks in advance!
BRgds CH

2

I would suggest you look at using National Accounts.

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3

Hi,
I am not familiar to that. Could you elaborate a bit more on how it works?
BR CH

4

It’s all in the online help and application users guide.

Here’s a summary from a friend of mine :wink:

National Accounts define customer hierarchies or parent/child relationships to handle payments, credit checking, and reporting within a related customer group. To use them, you must define relationship classes and assign customers to a specific class. The assigned class determines the relationship structure and its application to credit-sharing, reporting, or payer bill-to scenarios.

National Accounts can serve these functions:

• Credit Sharing: Allows national account customers to share credit. A child customer can access their own credit, the credit of their parent, and credit from associated credit pools. Implementing this requires a tiered relationship class2

• Payer Bill-To Relationships: Establishes relationships where a payer customer pays for a bill-to customer’s invoices. Implementing this requires a non-tiered relationship class.

• Reporting: Defines reporting relationships based on criteria like markets. It can sort entries on aged receivable and sales analysis reports. Implementing this requires a tiered relationship class.

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