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

M
Rank

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!

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Best answer by manuelschulze 22 May 2023, 09:18

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7 replies

darylbowman
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Badge +11

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.

Daryl ⚡Contract Acumatica Developer (MVP🏆) for hire ⏩ linkedin.com/in/darylbowman
M
Rank

Hi Daryl,
thanks for the quick reply? Any chance a video exists for the parent child consolidated billing?

darylbowman
Rank
Badge +11

Unfortunately, not that I can find.

Daryl ⚡Contract Acumatica Developer (MVP🏆) for hire ⏩ linkedin.com/in/darylbowman
M
Rank

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...

darylbowman
Rank
Badge +11

I may be out of my depth 😏

Daryl ⚡Contract Acumatica Developer (MVP🏆) for hire ⏩ linkedin.com/in/darylbowman
Chris Hackett
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Userlevel 7
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Hi @manuelschulze were you able to find a solution? Thank you!

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*.
M
Rank

Yes, sort of...

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