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data_load_-_customer_load_-_national_accounts

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data_load_-_customer_load_-_national_accounts [2013/02/26 13:58]
pwright
data_load_-_customer_load_-_national_accounts [2013/02/26 14:03] (current)
pwright
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 ===== National Accounts - Head Office Subsidiaries ===== ===== National Accounts - Head Office Subsidiaries =====
 +
  
 ==== Customer Load ==== ==== Customer Load ====
-To load in Head Office and Subsidiaries accounts ​for National accounts use the Customer Load. +To load in Head Office and Subsidiaries accounts 
-  * 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 Matching ​Toolbox ==== ====
  
  
-=== ==== National Accounts ​Matching Toolbox ==== ===+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.//
  
-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|}} {{importing_linking_national_accounts.pdf|}}
  
  
data_load_-_customer_load_-_national_accounts.txt · Last modified: 2013/02/26 14:03 by pwright