Skip to main content
Solved

Pulling Bill To Info from Parent Account into Child Account

  • Aug 19, 2025 8:05 PM UTC
  • 1 reply
  • 66 views
  • Translate All
Freshman I

When entering a new customer and linking to the Parent ID, it is still necessary to populate the Bill To Info on the Child record. Is there a setting to automatically pull the parent info into the child account?

Best answer by jhouser

Hi ​@BFrancis I'm not aware of such a setting, but a business event with import scenario could probably be created to automate this. 

View original

1 reply

jhouser
Captain II
Forum|alt.badge.img+7
  • jhouser
  • Captain II
  • Answer
  • Aug 22, 2025 1:57 AM UTC

Hi ​@BFrancis I'm not aware of such a setting, but a business event with import scenario could probably be created to automate this. 

Translate
Contract for hire: https://www.linkedin.com/in/jesse-houser-052817b6/
    Terms & ConditionsAccessibility statement
    About Acumatica ERP system
    Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
    © 2008 — 2024  Acumatica, Inc. All rights reserved