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Shipping order to a company, but Invoice to the company-owned leasing company

  • April 3, 2023
  • 9 replies
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Freshman II
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Hi everybody,
our customer rents out heavy machinery and it regularly happens that he receives a sales order from a daughter company of a big client. Our client then creates the shipping order and ships out the item to the daughter company.

At the end of the billing period, our client has to create the invoice NOT for the daughter company, but to a specified leasing/financial company (also owned by the big client).

One way would be to just change the billing address, but that is not what our client wants (for various reasons).

Is there any possibility to do that in Acumatica without a customization?

Thank you for your help!

Best answer by manuelschulze

Yes, sort of...

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9 replies

darylbowman
Captain II
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It sounds similar to a parent-child account, but is the leasing company a parent account or a fellow child account? I think you could run consolidated billing for a child account against its parent, if you have parent-child accounts turned on.

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Daryl ⚡Freelance developer 🛒Check out my products 👉🏻deftstrokesdev.com/index.php/products ⏩linkedin.com/in/darylbowman
    Freshman II
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    Hi Daryl,
    thanks for the quick reply? Any chance a video exists for the parent child consolidated billing?

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    darylbowman
    Captain II
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    Unfortunately, not that I can find.

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    Daryl ⚡Freelance developer 🛒Check out my products 👉🏻deftstrokesdev.com/index.php/products ⏩linkedin.com/in/darylbowman
    Freshman II
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    Hi @darylbowman ,
    I only find consolidated balancing / matching payments, but not the possibility of consolidating sales orders of different child companies to one parent company...

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    darylbowman
    Captain II
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    I may be out of my depth 😏

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    Daryl ⚡Freelance developer 🛒Check out my products 👉🏻deftstrokesdev.com/index.php/products ⏩linkedin.com/in/darylbowman
    Chris Hackett
    Community Manager
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    • Chris Hackett
    • Acumatica Community Manager
    • May 17, 2023

    Hi @manuelschulze were you able to find a solution? Thank you!

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    Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
    Freshman II
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    Yes, sort of...

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      Freshman II
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      ​@manuelschulze could you share the solution you settled on? We have a similar case and had a customization written for us, but the customization isn’t perfect either, so I’m looking for alternate options.

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      Freshman II
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      We worked with locations

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