How can I detach the customer, vendor, and employee segmented keys from the bizacct parent key?
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Separate BIZACCT account keys for customers, vendors, and employees
Best answer by Naveen Boga
Hi
- Specifying different sets of values for validated segments
- Specifying different prefixes for the auto-numbering sequences
Can you please let us know business requirement of detaching the Parent Key BIZACCT to the Segmented Keys?
+19Hi
- Specifying different sets of values for validated segments
- Specifying different prefixes for the auto-numbering sequences
Can you please let us know business requirement of detaching the Parent Key BIZACCT to the Segmented Keys?
Naveen B - Acumatica MVP 🏆 | Independent Developer for Hire 🚀 ⏩ https://www.linkedin.com/in/boga-naveen-kumar-54079a66/
1 person likes this
We are migrating from an existing system where the customers have the following schema for their id which we would like to maintain in acumatica:
Parent Customer Account = 1234567-00
Child Customer Account 1 = 1234567-01
Child Customer Account 2 = 1234567-02
...etc.
The business benefit is for user ease of identifying child accounts (aka locations) which can have many accounts that share the same name, i.e.:
1234567-00 McDonalds (parent account)
1234567-01 McDonalds
1234567-02 McDonalds
1234567-03 McDonalds
...etc.
I understand that the segmented key bizacct can be modified to have additional segments to match this format, however this also effects: vendors, branches, and employees, which in our case we just need a typical 7 digit auto number.
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