We have a number of International customers that utilized Customs Brokers. That data is currently being imported from Macola/Synergy as a textfield. What table(s) associated with the customer would that data be imported into so that it populates a modified Invoice. I’ve seen other references to Brokers, Customs, but so far nothing about where that data may reside.
International Custom Brokers
Best answer by Laura02
Hello again,
I’m still thinking about your question.
It may help me guess where the Broker was imported if you explain what a Broker is and what the Broker’s relationship to the customer is.
Is a Broker a Parent to the customer? Parent customers are imported to Acumatica as Customers, then linked to their children on Billing tab of Customer screen, Parent Account field:
Another way to capture (import) customer relationships is using Locations tab of customers. Is the Broker a Location of the customer? Is the customer a Location of the Broker? If so, look at Locations tab.
Could the Broker be a Contact that is linked on the Contacts tab of the customer?
Could the Broker be a Salesperson that was imported to the Salespersons screen and linked to the Salespersons tab of your customer?
Mentioned before, the Broker could be an Attribute, linked to the Attributes tab of customer:
Customers may also be extended as Vendors. Is it possible the Broker represents the customer when it’s extended as a vendor?
I hope these ideas help you find where the Broker has been imported so that you may add the Broker to your invoices.
It’s possible the Broker information has not yet been migrated to your customer accounts. I found your idea posted in the Acumatica Community (twice). Please Vote here:
Laura
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