Create Payment with different customers at "Documents to Apply" tab

Thanks a lot

Hi @Ivan 

Adding to what @dnaumov mentiond

• enable parent child relationship
• set the parent account on child Customer accoun
• enable ‘consolidate balance’ on child account

This enables you make apply payment of parent Customer to child customer invoices.

Hope this helps,

Regards,

vkumar wrote:

Hi @Ivan 

Adding to what @dnaumov mentiond

• enable parent child relationship
• set the parent account on child Customer accoun
• enable ‘consolidate balance’ on child account

This enables you make apply payment of parent Customer to child customer invoices.

Hope this helps,

Regards,

 

Thanks a lot, my issue is resolved

Re-opening this topic…

The Parent/Child relationship won’t help in situations where either the Parent or the Child already has a relationship with another account. 

In other words, an account can have only 1 Parent at any given time.

Plus, I’ve been told that the Parent/Child relationship cannot be nested, which means a Parent account cannot have it’s own a Parent account. (If this is incorrect, please let me know!) 

So my question is: When it’s not possible to use the Parent/Child relationship between accounts in Acumatica, how do you apply a payment received from one account to other unrelated accounts? I encounter this scenario 2 or 3 times a week and our solution so far is a real pain - both for the CSRs that have to manually enter them into the system and for our Finance team, who have to deal with it in the bank reconciliation. 

Any recommendations would be greatly appreciated!

 Make one account the parent over all the accounts as each child account can have that same account as a parent.

Then post the payments through the parent account as it can post payments to the child accounts.

You basically would us the parent account as the master payment