Dear ALL,
Is it possible to transfer Customer A's debt to Customer B's debt in Acumatica?
Best Regards,
NNT
Answer
Transfer Customer A's debt to Customer B's debt in Acumatica
+11Best answer by Laura03
Hello,
There is no easy way to move documents from one customer to another.
We can’t change the Customer IDon a released document. As Aleks mentions, one option is to reverse all documents on Customer A and re-create them with new numbers on Customer B.
One more idea that may help: Turn on Parent-Child Customer Relationship feature and then add Customer B as the Parent of Customer A.
Now you can provide Customer B with a Combined Statement showing documents from Customer A and Customer B combined. In Payments screen, a payment from Customer B can be applied to an Invoice from Customer B.
Aging report can be printed for each customer separately, or combined:
I hope this idea helps you.
Laura
I have devoted my time and deep passion to Acumatica! 🌐 https://www.linkedin.com/in/phambaotruong
+15
Acumatica Functional Consultant & Customer Experience Supervisor
Hi
Would posting a dummy credit note to satisfy the invoice for customer A and raising a dummy invoice for customer B work?
Aleks
Aleks
+19Hello,
There is no easy way to move documents from one customer to another.
We can’t change the Customer IDon a released document. As Aleks mentions, one option is to reverse all documents on Customer A and re-create them with new numbers on Customer B.
One more idea that may help: Turn on Parent-Child Customer Relationship feature and then add Customer B as the Parent of Customer A.
Now you can provide Customer B with a Combined Statement showing documents from Customer A and Customer B combined. In Payments screen, a payment from Customer B can be applied to an Invoice from Customer B.
Aging report can be printed for each customer separately, or combined:
I hope this idea helps you.
Laura
~ Laura Barber, WM Synergy
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