If you have a customer that has multiple subsidiaries, you can manage these customers by creating National Accounts in GP.

Your first step in this process is to define your national account relationship in the National Accounts Maintenance window.

National Accounts Maintenance Dynamics GP

Once this relationship has been established, you can run an aging report where you will have the option of seeing the each customer individually or viewing all accounts under your National Accounts on a consolidated basis.

Receivables trial balance report options GP

You can also use the National Account Inquiry window to view the status of your outstanding receivables for the parent company as well as all of its subsidiaries.  GP also provides you with the ability to view the outstanding transactions that are unique to a specific subsidiary by populating the customer ID for your desired subsidiary in the Display: Specific Customer field.

National Accounts Inquiry Screen Microsoft Dynamics GP

If you chose to Allow Receipts Entry for Children of the National Account when you established the National Account relationship, when you receive payment from the Parent customer, you can will have the option to apply the payment to the parent company or to the National Account.

Cash Receipts Entry Dynamics GP

If you choose to apply the payment to the National Account, when you click the Apply button, you will have the ability to decide whether the payment is applied to the National Account or a subsidiary account in the Apply Sales Documents.

Apply Sales Documents Screen MS Dynamics GP

Once you have selected the invoice(s) the payment is settling, you can click OK to return to the Cash Receipts Entry window where you can either post the payment  or save this as part of a batch and enter the rest of your cash receipts.

As you can see, National Account management is a useful feature that will allow you to manage your customers on an individual or a consolidated basis. If you need assistance, contact us

For many companies, GP has been a consistent and reliable product for years or decades, making the move away seem like an intimidating journey. ERP projects of all kinds are stressful and can seem daunting, but with an understanding team, a proven process, and the right tools, you can get up and running in no time. Over the past few years, we’ve worked with former GP users to migrate their data and start using new products with minimal risk and maximum reward.

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