Ideas for Acumatica

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AR Parent Account Update Bill-To Information Automatically

When making changes to the parent account in AR Billing Settings,  have the Bill-To-Contact & Bill-To-Address information update automatically as well (based on what's in the parent account customer record).   We use the feature with all our customers and its a pain to manually have to update those areas when the parent account changes. 

  • Melissa Secody
  • Sep 11 2017
  • Planned
  • Attach files
  • Olga Anisimovich (Product Manager Financials Team) commented
    September 11, 2017 19:33

    Dear Melissa, 

    we are going to add the Same as Parent check boxes to the Bill-To Contact and Bill-To Address sections on the Billing Settings tab of the Customers (AR303000) form. After that you will be able to use the parent address and contact info in documents created for child accounts. Hope this will solve your problem.

     

    Best regards,

    Olga