Windward Software Wiki

To load in Head Office and Subsidiaries accounts for National accounts use the Customer Load.

• In the National Header create a heading “HEAD” for the head office and a Non blank heading for subsidiaries.
• In the Account Number create an account number which is used to link the subsidiary to the head office. The toolbox routine National Accounts Matching will match customers with similar account numbers together. The toolbox routine below has options on how this matching is done.

National Accounts is a System Five feature to handle a business requirement where Invoices for Goods Sold to Subsidiaries of a Head Office, will be Tracked Back To, Reported On and Paid by the head office. This linkage of groups of customers under a head office, can be done manually one at a time of by using the System Five dataload and Customer Load tool. This can save a huge amount of time if there are many groups of national accounts. . importing_linking_national_accounts.pdf