Hi! So, we use national accounts in our business when a customer still wants to receive separate statements for each branch they have (may have different people assigned to reconcile at month-end, etc.) When a customer wants to only receive one statement for all accounts, we create a “billing” account and then assign that as the alternate bill-to for all of the “child” accounts and set it as the default. This will flow all sales orders/invoices to the billing account and generate one statement. It also makes credit holds a bit easier for us to look at as we can see all open invoices/orders for all child accounts under that account within the Customer Credit Manager screen. I can provide more detail if this is what you were looking for!
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I didn’t try the customer statement side. I would presume that it’s related on the billing statement feature. I will try to see what I can do. We don’t do consolidated statements, we show it by customer location still and use a CodaBears statement quick print implementation.
I know this thread is over 18 months old, but in the company config I am gathering that all must be tiered in order to select and have “Across National Accounts” to work. That said I have tiered for credit and reporting and non tiered for Payer-Bill To…does the shared national credit actually work?
I wish I could speak with any sort of definitiveness when it comes to that functionality, but in 10.2.500 it is very very… buggy, even the setup part with parent child and the way credit was shared. Also the updating of credit limits and what not after making a top level change was a bit cumbersome.
However, in Kinetic it seemed to have a bit of that fixed… I think that it does work, but I was dealing with bugs where I couldn’t use a certain type of relationship or national account type if I wanted the credit to be shared so I can’t speak to anything else.
Kimberly.Knight@Epicor.com helped me out and if it weren’t for all the bugs I think I could have said, Kimberly helped me get it going and yes it works… Maybe you can reach out to her.
Unfortunately, the short answer is no.
We hate it.
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Kevin, what about it doesn’t work though, I feel like what I ran into was that I had to run the recalc process pretty much after any change and when adding new pools of credit to be shared, or adding a new child to a pool of credit, etc. that’s where it got wonky- again that’s on 10.2.500.
The entire thing is still a hot mess.
Recalc all the time, half the time that doesn’t work. About 12 other things. Can’t remember, I have PTSD.
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Me too man, me too. I never tried actually implementing it because I was scared it would make the process harder than it already is. But the need for that to work correctly in national accounts keeps me coming back to the topic only to get scared away again.
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The worst part is though man every one of these accounts are paid from one parent account so the hardest part is one account gets a credit and wants to use it on a whole different account, but we can’t directly apply that credit to the payment of a different account because they are different customer IDs…
That, and managing credit between all the accounts is a pain too cause one will be over their credit limit which should impact more than just that account, but doesn’t etc.
It screams the need to use national accounts, but with what you’re saying and the experience I have had on 10.2.500 I’m reluctant to try again and use it.
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